Mattioli Woods plc
Leicester, UK
22h ago

This is an office-based role. The successful applicant will be expected to work from the Leicester office. However, until government guidelines state it is safe to return to a full-time office environment, remote working is available.


We are currently recruiting for several Client Relationship Managers (CRM) to join our Wealth Management Team on a full time, permanent basis.

As a CRM, the successful applicants will be responsible for managing and administering a portfolio of SIPP, SSAS and personal clients.

You will be working with a team of Client Relationship Managers in assisting advisers in the proactive management of our clients’ financial affairs - within agreed procedures and regulations.


The role is fundamental to the success of Mattioli Woods, and as a CRM, you will be responsible for providing excellent customer service and administrative support to both internal and external stakeholders.

Other responsibilities may include, but are not limited to :

  • develop and maintain good working relations with internal and external contacts
  • plan, organise and prioritise workload to be completed within agreed service standards
  • regularly improve knowledge and gain a comprehensive understanding of employee benefits and associated legislation
  • proactively support colleagues, clients, and financial advisers in a prompt and efficient manner
  • work closely with the consultants to support and ensure clients’ needs are met
  • work closely with colleagues in the team and make an active contribution to the section / business unit
  • attend training sessions, maintain own training files, and develop relevant knowledge and skills

  • minimum 2 years’ experience in a similar role
  • understanding of financial services and SSAS / SIPP pension schemes
  • excellent customer service skills and attention to detail
  • ability to proactively manage client affairs in a prompt and efficient manner
  • have excellent interpersonal skills and the ability to communicate clearly and precisely, both verbally and in writing at all levels
  • have an organised approach with the ability to prioritise workload and remain flexible in a fast-paced environment
  • be honest and resilient, with the ability to resolve issues sooner rather than later

    In addition to excellent career progression with fantastic opportunities for promotion - training, support and a great office environment*, you will also have the exciting opportunity to take part in charity fundraising events and other social activities.

    Your benefits package includes the following :

  • Share Incentive Plan
  • Group Pension
  • Life Assurance
  • Income Protection
  • Health Cash Plan
  • It is flexible so that means you can pick benefits to suit you!

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