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