At Mattioli Woods, our clients are at the heart of everything we do, and our Client Relationship Managers are the people who make that real. We're looking for an experienced administrators with a solid personal wealth background to take genuine ownership of a client portfolio and be the name our client’s trust.
What you'll be doing:
- managing and administering a portfolio personal wealth clients
- building strong relationships with clients, listening carefully to identify their needs and ensuring they're always well looked after
- handling client queries promptly and professionally, resolving issues with accuracy and care
- partnering with consultants to keep client accounts running smoothly - from preparing documents and managing workflows to coordinating meetings and following up on actions
- supporting vulnerable clients in line with internal guidelines, ensuring their interests are always protected
What we're looking for:
- solid experience in financial services, specifically in personal wealth management - this is essential, not optional.
- the kind of communication skills that put clients at ease - clear, professional, and genuinely attentive
- high attention to detail and the ability to stay on top of a varied, fast-moving workload - because our clients notice when things are done well
- a proactive, organised approach and the confidence to work independently as well as part of a close-knit team.
Perks and benefits
💰 competitive salary
⏰ 34.5-hour working week
💼 5% employer/5% employee pension
💖 4x salary life assurance and group income protection
🏥 health cash plan (Core Level 1)
🎉 25 days’ holiday plus statutory (increasing with service)
🌱 training and development opportunities
🤝 a supportive, collaborative team environment
Interested? Apply now to take the next step in your career while supporting consultants in delivering exceptional financial services!
Skills Required
- Experience in financial services, specifically personal wealth management
- Clear, professional, and attentive client communication skills
- High attention to detail and ability to manage a varied workload
- Proactive and organized approach
- Ability to work independently and as part of a team
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.
