CLIENT RELATIONSHIP MANAGER (OFFICE-BASED)
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.

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.

RESPONSIBILITIES :

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
  • WHAT YOU NEED TO SUCCEED :

  • 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
  • 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 :

  • 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!

    Report this job
    checkmark

    Thank you for reporting this job!

    Your feedback will help us improve the quality of our services.

    Apply
    My Email
    By clicking on "Continue", I give neuvoo consent to process my data and to send me email alerts, as detailed in neuvoo's Privacy Policy . I may withdraw my consent or unsubscribe at any time.
    Continue
    Application form