At a Glance
- Tasks: Support client operations by managing transfers, withdrawals, and fund switches.
- Company: Cullen Wealth, part of the Mattioli Woods Group, known for its supportive culture.
- Benefits: Hybrid working pattern, variety in tasks, and opportunities for professional growth.
- Other info: Build your product knowledge in a collaborative environment.
- Why this job: Join a dynamic team where your initiative is valued and make a real difference.
- Qualifications: Detail-oriented with strong administrative skills and a passion for client relations.
The predicted salary is between 30000 - 40000 £ per year.
Cullen Wealth, part of the Mattioli Woods Group, is seeking a detail‑oriented administrator to support client operations.
You will handle transfers, withdrawals, fund switches, ISAs, pensions, and protection cases, acting as a key contact for clients and consultants.
The role offers a hybrid working pattern, real variety, and opportunities to build product knowledge in a supportive team environment where initiative is recognised.
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We think you need these skills to ace Client Relationship & Operations Specialist in Stockport
Attention to Detail
Client Relationship Management
Administrative Skills
Knowledge of ISAs
Pension Administration
Fund Management
Communication Skills
