Mattioli Woods plc is seeking an experienced Client Relationship Manager to own a portfolio of personal wealth clients, including SIPP, SASS and standard accounts. You will be the primary point of contact, delivering trusted support with a client-centric approach.
You will build strong relationships, listen to client needs, and ensure requests are handled promptly and accurately. The role offers autonomy and the chance to grow within a collaborative, respected firm.
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Senior Client Relationship Manager – Wealth & Pensions 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.
