Client Relations Administrator

Mattioli Woods plc; Stockport; Hybrid; GBP 25,000 - 35,000; Full time

Job summary

Mattioli Woods plc is seeking a Client Relations Administrator for their Stockport office. The role involves managing client transactions and delivering exceptional support. Ideal candidates will have experience in an IFA environment, strong communication skills, and high attention to detail. Enjoy hybrid working, flexible hours, and a generous benefits package.

Benefits

Extra holidays

Pension

Access to Benefit Hub discounts

Qualifications

• Minimum 1 year's experience working within an IFA practice or provider environment.
• Understanding of pension and investment products.
• Experience with IO systems desirable.

Responsibilities

• Manage your workload using a personal diary system to consistently meet deadlines.
• Process complex transactions including Transfers, Top Ups, Withdrawals, Contributions, Fund Switches, and Protection transactions.
• Cover receptionist duties including post handling, answering phones, and greeting clients.

Skills

Interpersonal skills

Attention to detail

Organisational skills

Job description

Social network you want to login/join with:

Client Relations Administrator, Stockport

Client:

Location:

Stockport, United Kingdom

Job Category:

Other

-

EU work permit required:

Yes

Job Reference:

5c362404e970

Job Views:

5

Posted:

19.08.2025

Expiry Date:

03.10.2025

Job Description:

Client Relations Administrator

We're Hiring: Client Relations Administrator

Location: Heaton Mersey

Full-Time, Permanent | Competitive Salary + Benefits

Are you ready to bring your attention to detail and organisational excellence to a role where you'll truly make a difference?

Mattioli Woods is seeking a motivated IFA Administrator to ensure seamless, accurate, and timely processing of client transactions while delivering exceptional support to our advisers and clients.

What We're Looking For:

Experience:

• Minimum 1 year's experience working within an IFA practice or provider environment
• Understanding of pension and investment products
• Experience with IO systems desirable

Skills:

• Excellent interpersonal and communication skills
• High level of accuracy and attention to detail
• Self-motivated with a proactive approach
• Strong organisational skills with the ability to multitask effectively
• Professional telephone manner

What You'll Be Doing:

Client & Transaction Management:

• Manage your workload using a personal diary system to consistently meet deadlines
• Handle client and consultant queries professionally via phone and email
• Process complex transactions including Transfers, Top Ups, Withdrawals, Contributions, Fund Switches, Bed & ISA, and Protection transactions with accuracy and efficiency

Administrative Excellence:

• Manage new business post and maintain comprehensive client records on back-office systems
• Support internal compliance procedures and meet third-party provider requirements
• Cover receptionist duties including post handling, answering phones, greeting clients, and liaising with suppliers

Why Join Us?

Mattioli Woods is a trusted name in wealth management, delivering personalised strategies and excellent client service. Join our Client Relationship Team and be part of a supportive and professional environment where your contribution is valued.

Enjoy hybrid working after probation, flexible hours, and a generous benefits package including extra holidays, pension, and access to Benefit Hub discounts.

Apply Now and take the next step in your career with Mattioli Woods! Job ID R3185