Mattioli Woods is seeking a Team Leader in the UK to lead a team of Client Relationship Managers across East Malling and Rayleigh, with travel as needed. You will coach, develop and guide advisers to meet client needs while upholding service standards within a regulated environment.
You will drive performance, manage priorities, and collaborate with stakeholders to support strategic initiatives, ensuring strong client outcomes and continuous improvement across the team.
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Wealth Management CRM Team Lead – Hybrid 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.
