Mattioli Woods plc is seeking an experienced administrator to take genuine ownership of a portfolio of personal wealth clients, including SIPP/SASS and personal accounts, serving as the primary point of contact.
You will build strong relationships, listen to client needs, and respond to queries promptly while coordinating with consultants to keep accounts running smoothly. A solid pensions or wealth-management background is essential, with excellent communication and attention to detail.
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Senior Client Relationship Manager, Pensions & Wealth 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.
