At Mattioli Woods Limited, you will join a client-focused team to administer a portfolio of personal wealth clients, including SIPP and SASS, acting as the primary contact and trusted advisor. You’ll build relationships, listen to client needs, and resolve queries promptly with care.
The role demands strong communication, meticulous attention to detail, and the ability to work independently within a supportive team. A pathway to progression and a collaborative environment await.
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Senior Client Relationship & Pensions 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.