At a Glance
- Tasks: Manage complex client complaints and ensure every voice is heard and supported.
- Company: Join Mattioli Woods, a caring financial services firm focused on client outcomes.
- Benefits: Enjoy a competitive salary, hybrid working, generous holiday, and training opportunities.
- Other info: Be part of a collaborative team that values your growth and well-being.
- Why this job: Make a real difference in clients' lives while developing your skills in a supportive environment.
- Qualifications: Experience in managing complaints and strong communication skills are essential.
The predicted salary is between 35000 - 42000 £ per year.
At Mattioli Woods, we believe that resolving a complaint well isn't just about compliance, it's one of the most important things we can do for a client.
We're looking for someone who feels the same way.
As a Client Experience Partner, you'll be the person colleagues turn to on complex cases, the expert who helps the business get to the root of problems before they become complaints, and the advocate who makes sure every client feels heard, supported, and fairly treated.
It's a role that sits right at the intersection of technical expertise and genuine care and if that combination appeals to you, we'd love to hear from you.
- What you'll be doing
- Own complex, high-value and sensitive complaints end-to-end, ensuring every client feels heard, supported and fairly treated
- Contribute to root cause and trend analysis, working with operational teams to fix problems at the source - fewer complaints tomorrow because of the work you do today
- Provide clear, confident guidance on FCA DISP requirements and complex complaint resolution across the Group
- Act as the technical expert colleagues turn to when cases get difficult
- Serve as escalation point for CE colleagues, sharing knowledge and building confidence on complex cases
- Support and mentor junior team members in their development
- Work alongside Team Directors, Compliance Oversight and senior leadership to embed a complaint-aware, client-first culture across Mattioli Woods
What we're looking for
- Proven experience managing complex complaints in a financial services regulatory environment
- Strong working knowledge of FCA complaint resolution rules and DISP obligations
- Ability to interpret, analyse and act on complaint data and MI
- Confident communicator, both written and verbal, at all levels
- Experience mentoring or supporting junior team members
- Highly approachable with a solutions-first mindset
- Creative, logical and pragmatic when problems don't follow the rulebook
- Organised and agile enough to handle a varied, demanding workload
- Relevant financial services qualification such as Dip PFS would be an advantage
- What's in it for you
- Competitive salary, depending on experience
- 34.5-hour working week
- Hybrid working - a blend of home and office
- 25 days' holiday plus statutory, increasing with service
- 5% employer / 5% employee pension
- 4x salary life assurance and group income protection
- Health cash plan (Core Level 1)
- Training and development opportunities
- A supportive, collaborative team environment
- About Mattioli Woods
With decades of experience across financial services and employee benefits, Mattioli Woods is built on a simple belief: that intelligent, tailored advice, delivered by people who genuinely care, makes a lasting difference to our clients' lives.
If you want to work somewhere that takes both client outcomes and your own development seriously, you'll feel at home with us.
We know that finding the right role can be overwhelming.
As a result, we want all candidates – from entry-level to leadership – to experience a fair and transparent recruitment process.
Our selection process is an important part of our culture.
We have therefore broken it down, mapping out the process your application may follow.
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Client Experience Partner in Leicester employer: Mattioli Woods Limited
Mattioli Woods Limited offers an exceptional work environment for the Hybrid Client Relations & Financial Operations Specialist, combining a competitive salary with hybrid working options that promote work-life balance. The company fosters a supportive team culture where employees are encouraged to grow and develop their skills in the financial services sector, making it an ideal place for those seeking meaningful and rewarding employment.
StudySmarter Expert Advice🤫
We think this is how you could land Client Experience Partner in Leicester
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Mattioli Woods Limited. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Client Experience Partner in Leicester
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Mattioli Woods Limited.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Mattioli Woods Limited's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Mattioli Woods Limited
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Mattioli Woods Limited.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Mattioli Woods Limited will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Mattioli Woods Limited employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
