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.

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.

• Manage a busy workload of financial transactions end to end.
• Answer client and consultant queries by phone and email.
• Maintain accurate records and keep cases moving forward.
• Work across third‑party provider platforms with confidence.

• At least one year’s experience in an IFA practice or with a financial services provider.
• Solid grasp of pension and investment products.
• Exceptional organisation and an eye for detail.
• Calm, professional phone manner.
• Intelligent Office (IO) experience is a bonus.

• Competitive salary.
• 34.5‑hour working week.
• Hybrid working – a blend of home and office time.
• 5% employer / 5% employee pension.
• 4× 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.