At Mattioli Woods, our clients are at the heart of everything we do, and our Client Relationship Managers are the people who make that real. We're looking for an experienced administrator with a solid pensions or personal wealth background to take genuine ownership of a client portfolio and be the name our client’s trust.
What you’ll be doing:
- managing and administering a portfolio of personal wealth clients - SIPP, SASS and personal clients - as the primary point of contact.
- building strong relationships with clients, listening carefully to identify their needs and ensuring they’re always well looked after
- handling client queries promptly and professionally, resolving issues with accuracy and care
- partnering with consultants to keep client accounts running smoothly - from preparing documents and managing workflows to coordinating meetings and following up on actions
- supporting vulnerable clients in line with internal guidelines, ensuring their interests are always protected
What we’re looking for:
- solid experience in financial services, specifically in pension administration (SIPP or SASS) or personal wealth management - this is essential, not optional.
- the kind of communication skills that put clients at ease - clear, professional, and genuinely attentive
- high attention to detail and the ability to stay on top of a varied, fast-moving workload - because our clients notice when things are done well
- a proactive, organised approach and the confidence to work independently as well as part of a close-knit team.
Why join us?
At Mattioli Woods, you’ll work closely with senior leadership, contribute to high-level decision-making, and grow your career in a supportive, dynamic environment. This role offers autonomy, career progression, and the chance to be part of a team that values expertise and collaboration.
Perks and benefits
- competitive salary
- 34.5-hour working week
- 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
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Senior Client Relationship Manager employer: Mattioli Woods Limited
At Mattioli Woods, we pride ourselves on being an exceptional employer that fosters a supportive and collaborative work culture. As a Product Finance Assistant, you'll enjoy a competitive salary, a 34.5-hour working week, and the flexibility of hybrid working, all while contributing to meaningful projects that enhance our fee operations. With ample opportunities for training and career progression, you will be empowered to make a tangible impact in a dynamic environment that values your expertise and growth.
