At a Glance
- Tasks: Manage client operations and financial transactions while being the go-to contact for clients.
- Company: Join Cullen Wealth, part of the Mattioli Woods Group, in a close-knit team.
- Benefits: Enjoy a competitive salary, hybrid working, and generous holiday allowance.
- Other info: Great training opportunities and a calm, professional atmosphere await you.
- Why this job: Shape client experiences and build deep product knowledge in a supportive environment.
- Qualifications: Experience in financial services and strong organisational skills are essential.
The predicted salary is between 30000 - 40000 £ per year.
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.
Responsibilities
- 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.
Qualifications
- 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.
Benefits
- 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.
- #J-18808-Ljbffr
