At a Glance
- Tasks: Manage client portfolios and build strong relationships in financial services.
- Company: Join Mattioli Woods, where clients are at the heart of everything we do.
- Benefits: Enjoy a competitive salary, hybrid working, and generous holiday allowance.
- Other info: Be part of a supportive team with excellent career growth opportunities.
- Why this job: Make a real impact by supporting clients and contributing to high-level decisions.
- Qualifications: Experience in pensions or personal wealth management is essential.
The predicted salary is between 49500 - 60500 £ per year.
At Mattioli Woods, our clients are at the heart of everything we do, and our Client Relationship Managers are the people who make that real. We're looking for an experienced administrator with a solid pensions or personal wealth background to take genuine ownership of a client portfolio and be the name our clients trust.
What you'll be doing as Client Relationship Manager:
- Managing and administering a portfolio of pension and personal wealth clients - SIPP, SASS and personal clients - as the primary point of contact.
- 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 from the Client Relationship Manager:
- Solid experience in financial services, specifically in pension administration (SIPP or SASS) or 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.
Why join us? At Mattioli Woods, you'll work closely with senior leadership, contribute to high-level decision-making, and grow your career in a supportive, dynamic environment. This role offers autonomy, career progression, and the chance to be part of a team that values expertise and collaboration.
Perks and benefits:
- Competitive salary (depending on experience).
- 34.5-hour working week.
- Health cash plan (Core Level 1).
- Benenden Healthcare (company-funded; includes 24/7 GP access, mental health support, physiotherapy, medical diagnostics, and access to selected surgical treatments).
- 5% Employer and 5% Employee minimum Group Pension contribution (if you choose to contribute 6%, we will match this).
- 4x salary life assurance and group income protection.
- 25 days' holiday plus statutory (increasing with service).
- Hybrid working – a blend of home and office time.
- Training and development opportunities.
- A supportive, collaborative team environment.
Interested? Apply now to take the next step in your career while supporting consultants in delivering exceptional financial services.
Client Relationship Manager employer: Mattioli Woods
Mattioli Woods is an exceptional employer, offering a structured 12-month Financial Adviser Academy that transforms trainees into confident financial advisers. With a fully salaried model, genuine one-to-one mentorship, and real client experience, we foster a supportive work culture that prioritises employee growth and development. Located in a vibrant area, our team enjoys a collaborative environment that encourages innovation and personal achievement.
StudySmarter Expert Advice🤫
We think this is how you could land Client Relationship Manager
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Mattioli Woods. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Client Relationship Manager
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Mattioli Woods.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Mattioli Woods's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Mattioli Woods
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Mattioli Woods.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Mattioli Woods will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Mattioli Woods employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
