Client Relationship Manager

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 deli