Client Relationship Manager

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 pensions or personal wealth background to take genuine ownership of a client portfolio and be the name our client’s trust.
What you'll be doing as Client Relationship Manager:

• managing and administering a portfolio of pension and personal wealth clients - SIPP, SASS and personal clients - as the primary point of contact.
• 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 from the Client Relationship Manager:

• solid experience in financial services, specifically in pension administration (SIPP or SASS) or 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.

Why join us?
At Mattioli Woods, you’ll work closely with senior leadership, contribute to high-level decision-making, and grow your career in a supportive, dynamic environment. This role offers autonomy, career progression, and the chance to be part of a team that values expertise and collaboration.
Perks and benefits
💰 competitive salary (depending on experience)
⏰ 34.5-hour working week
🏥 health cash plan (Core Level 1)
🚑 Benenden Healthcare (company-funded; includes 24/7 GP access, mental health support, physiotherapy, medical diagnostics, and access to selected surgical treatments)
👜 5% Employer and 5% Employee minimum Group Pension contribution (if you choose to contribute 6%, we will match this)
❤️ 4x salary life assurance and group income protection
🎉 25 days' holiday plus statutory (increasing with service)
🏠 hybrid working – a blend of home and office time
🏆 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

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