IFA Administrator

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 endanswering client and consultant queries by phone and emailmaintaining accurate records and keeping cases movingworking across third-party provider platforms with confidenceWhat were looking for:at least one years experience in an IFA practice or with a financial services providera solid grasp of pension and investment productsexceptional organisation and an eye for detaila calm, professional phone mannerIntelligent Office (IO) experience is a bonusWhy 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 salary34.5-hour working weekhybrid working a blend of home and office time5% employer/5% employee pension4x salary life assurance and group income protectionhealth cash plan (Core Level 1)25 days holiday plus statutory (increasing with service)training and development opportunitiesa supportive, collaborative team environmentTPBN1_UKTJ