What you'll be doing:
- managing and administering a portfolio personal wealth clients
- 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 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.
Perks and benefits
34.5-hour working week
4x salary life assurance and group income protection
25 days’ holiday plus statutory (increasing with service)
training and development opportunities
a supportive, collaborative team environment
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Client Relationship Manager employer: Mattioli Woods plc
Mattioli Woods plc is an exceptional employer, offering a unique opportunity to join their Financial Adviser Academy in Leicester. With a fully salaried programme that includes one-to-one mentoring and real client exposure, employees benefit from a supportive work culture focused on professional growth and development. The structured training ensures that you not only gain essential skills but also have the chance to progress into a compliant adviser role, making it a rewarding place for those seeking meaningful employment in the financial sector.
