Cullen Wealth
Adviser Support
How your CV stacks up
Upload your CV to see how well it fits this job role
?%
Main duties & responsibilities
- Managing the review service cycle from start to finish
- Triggering service cases on the in-house system
- Communicating with clients to arrange their annual/6 monthly review
- Preparing a review pack before the meeting is due to take place, including:
- Preparing a valuation
- Checking compliance documents are up to date and on file
- Checking Expression of Wishes are applicable and on file
- Checking if ISA allowances are applicable and noting any remaining allowance
- Dealing with the LOA process, sending off Letters of authority/appointment and retrieving information on the policies and distributing to advisers.
- Cleansing the client record on the in-house system (including their plans, assets, liabilities, and personal information) before sending an invite to our online client portal
- Attending client meetings with your advisers where possible
- Taking notes during client meetings and preparing file notes afterwards on the adviser’s behalf
- Preparing/sending paperwork directly to clients on behalf of your adviser
- Managing the ‘change of adviser’ process (Where clients have moved from advisers internally, you will communicate with your teams and providers to ensure the in-house system is updated as well as the platforms)
- Communicating with and problem solving any issues clients may have with registering/ logging in to their online portal
- Cover receptionist duties such as post, phone calls, greeting clients and dealing with third party suppliers.
- Ad-Hoc data projects
Reasons to use Rodeo
Start with a chat, not a search bar
Grad scheme, placement, apprenticeship? Not sure what you want yet — that's fine. Your agent talks it through with you and turns "I have no idea" into a shortlist.
It searches the market for you
Every day your agent scans the market matching roles against what actually matters to you, not just keywords on a CV.
Only hits
No noise. No "maybe this fits." Just roles with a clear explanation of why they're right — and where to focus when applying.
Experience & Skills
The successful candidate will ideally have a minimum of 1 years ‘experience working for an IFA practice or Provider and experience or understanding of pension and investment products. They should be able to demonstrate the following skills:
Get help with your application
Your very own career expert that helps elevate your application to the next level.
- Excellent interpersonal and communication skills
- Efficiency, accuracy & attention to detail
- Self-motivated and willing to take the initiative
- Strong organisational skills with the ability to adapt and successfully multitask
- Excellent telephone manner
- IO experience would be desirable
Salary & Benefits
- Salary is between £24,222.11 to £25,500 depending on experience.
- 25 holidays per year, using 3 days in between Christmas & New Year.
- Hybrid working, upon completion of your probation period. Set days in the office will then be agreed with your manager, this will be 50% working in the office 50% at home.
- Flexible working between the hours of 8am to 6pm, as long as 7 hours are worked each day in between core hours of 10am – 4pm.
- 34.5 hours per week
- Company Pension Scheme
- Access to Benefit Hub which includes discounts to products, tickets etc
- Group Life Scheme
“It took my CV and asked me questions relevant to understanding what kind of jobs to suggest for me. Suggestions were almost perfect. Jobs were exactly what I’ve been looking for.”
Jessica, London
Skills