Mattioli Woods plc in Belfast is seeking an experienced client service professional to manage and administer a portfolio of personal wealth clients, building strong relationships and ensuring clients are well looked after.
You will handle client queries promptly and professionally, coordinate with consultants, support vulnerable clients in line with internal guidelines, and work both independently and as part of a close-knit team.
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Personal Wealth Client Success 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.
