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
Skills Required
- 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
What We Do
Mattioli Woods is a leading UK provider of wealth management and employee benefits. We pride ourselves in building long-term relationships to provide trusted advice, high standards, and a personalised delivery. We provide our clients with an all-embracing and integrated approach that is designed to develop a clear strategy for financial plans, supported by sound investment and taxation initiatives. Our clients want to be confident in the advice we give and for strategies to be administered quickly and efficiently. Our employee benefit solutions (whether off the shelf or designed especially for your business) will help to achieve the right mix to attract, motivate, retain, and engage the best team.
