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.
THE ROLE :
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 :
WHAT YOU NEED TO SUCCEED :
BENEFITS YOU GET IN RETURN :
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 :
It is flexible so that means you can pick benefits to suit you!