At Mattioli Woods, we believe that resolving a complaint well isn't just about compliance, it's one of the most important things we can do for a client. We're looking for someone who feels the same way.
As a Client Experience Partner, you'll be the person colleagues turn to on complex cases, the expert who helps the business get to the root of problems before they become complaints, and the advocate who makes sure every client feels heard, supported, and fairly treated. It's a role that sits right at the intersection of technical expertise and genuine care and if that combination appeals to you, we'd love to hear from you.
What you'll be doing
Own complex, high-value and sensitive complaints end-to-end, ensuring every client feels heard, supported and fairly treated
Contribute to root cause and trend analysis, working with operational teams to fix problems at the source - fewer complaints tomorrow because of the work you do today
Provide clear, confident guidance on FCA DISP requirements and complex complaint resolution across the Group
Act as the technical expert colleagues turn to when cases get difficult
Serve as escalation point for CE colleagues, sharing knowledge and building confidence on complex cases
Support and mentor junior team members in their development
Work alongside Team Directors, Compliance Oversight and senior leadership to embed a complaint-aware, client-first culture across Mattioli Woods
What we're looking for
Proven experience managing complex complaints in a financial services regulatory environment
Strong working knowledge of FCA complaint resolution rules and DISP obligations
Ability to interpret, analyse and act on complaint data and MI
Confident communicator, both written and verbal, at all levels
Experience mentoring or supporting junior team members
Highly approachable with a solutions-first mindset
Creative, logical and pragmatic when problems don't follow the rulebook
Organised and agile enough to handle a varied, demanding workload
Relevant financial services qualification such as DipPFS would be an advantage
What's in it for you
Competitive salary, depending on experience
34.5-hour working week
Hybrid working - a blend of home and office
25 days' holiday plus statutory, increasing with service
5% employer / 5% employee pension
4x salary life assurance and group income protection
Health cash plan (Core Level 1)
Training and development opportunities
A supportive, collaborative team environment
About Mattioli Woods
With decades of experience across financial services and employee benefits, Mattioli Woods is built on a simple belief: that intelligent, tailored advice, delivered by people who genuinely care, makes a lasting difference to our clients' lives. If you want to work somewhere that takes both client outcomes and your own development seriously, you'll feel at home with us.
Skills Required
- Proven experience managing complex complaints in a financial services regulatory environment
- Strong working knowledge of FCA complaint resolution rules and DISP obligations
- Ability to interpret, analyse and act on complaint data and MI
- Confident communicator, both written and verbal, at all levels
- Experience mentoring or supporting junior team members
- Highly approachable with a solutions-first mindset
- Creative, logical and pragmatic problem-solving
- Organised and agile to handle a varied, demanding workload
- Relevant financial services qualification such as DipPFS
What We Do
Mattioli Woods is a leading UK provider of wealth management and employee benefits. We pride ourselves in building long-term relationships to provide trusted advice, high standards, and a personalised delivery. We provide our clients with an all-embracing and integrated approach that is designed to develop a clear strategy for financial plans, supported by sound investment and taxation initiatives. Our clients want to be confident in the advice we give and for strategies to be administered quickly and efficiently. Our employee benefit solutions (whether off the shelf or designed especially for your business) will help to achieve the right mix to attract, motivate, retain, and engage the best team.
