Client Relations Administrator

We're hiring a detail-driven administrator to keep our client operations running smoothly at Cullen Wealth, part of the Mattioli Woods Group. This isn't a back-office role where you disappear into paperwork. You'll be front and centre – handling transfers, withdrawals, fund switches, ISAs, pensions, and protection cases, while being a key point of contact for clients and consultants alike. What you'll be doing: managing a busy workload of financial transactions end to end answering client and consultant queries by phone and email maintaining accurate records and keeping cases moving working across third-party provider platforms with confidence What we’re looking for: at least one year’s experience in an IFA practice or with a financial services provider a solid grasp of pension and investment products exceptional organisation and an eye for detail a calm, professional phone manner Intelligent Office (IO) experience is a bonus Why join us? At Cullen Wealth, part of the Mattioli Woods Group, you'll be a valued part of a close-knit team where your work directly shapes the client experience. This role offers real variety, the chance to build deep product knowledge, and a supportive environment where taking initiative is recognised and rewarded. Perks and benefits: 💰 competitive salary ⏰ 34.5-hour working week 🏠 hybrid working – a blend of home and office time 💼 5% employer/5% employee pension 💖 4x salary life assurance and group income protection 🏥 health cash plan (Core Level 1) 🎉 25 days’ holiday plus statutory (increasing with service) 🌱 training and development opportunities 🤝 a supportive, collaborative team environment Interested? Apply now to take the next step in your career while supporting consultants in delivering exceptional financial services! Introduce yourself to our recruiters and we will get in touch if there is a role that seems like a good match. We know that finding the right role can be overwhelming. As a result, we want all candidates – from entry-level to leadership – to experience a fair and transparent recruitment process. Our selection process is an important part of our culture. We have therefore broken it down, mapping out the process your application may follow.