Hybrid Client Relationship Manager bei Mattioli Woods

🌟 We’re Hiring: Financial Services Administrator 🌟

📍 Location: Leicester

💼 Full-Time, Permanent | Competitive Salary + Benefits

We are currently recruiting for an experienced Client Relationship Manager to join one of our acquired Wealth Management business units in Leicester on a permanent basis.  This role is office based with the occasional day working from home (on completion of probation), as agreed with your line manager. 

The successful applicant will be responsible for managing a portfolio of clients alongside a wealth management consultant. You will be working as part of a team of Client Relationship Managers (CRMs) in assisting consultants in the proactive management of our clients’ financial affairs - within agreed procedures and regulations. 

The successful applicant will: 

• have a minimum 4-5 years’ experience in a similar role 

• possess an understanding of financial services which includes investments, pensions and estate planning 

• have excellent customer service skills and attention to detail 

• be able 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 able to work in a team within an open office environment  

MORE ABOUT THE ROLE 

The role is fundamental to the success of Mattioli Woods, and as a Client Relationship Manager, you will be responsible for providing excellent customer service and administrative support to all parties that are involved in the business. 

Other responsibilities will include: 

• work closely with the consultants to support and ensure clients’ needs are met 

• preparation work for client meetings (including coordination of work required by other team members where applicable) 

• attending clients’ meetings, taking of meeting notes (on/off site) 

• coordinating action points from meetings and completing work required 

• responsible for communication with clients (phone calls/emails etc.) 

• researching and collation of information in relation to advice being given to clients 

• liaising with insurance companies on client queries 

• requesting illustrations required in respect of new and existing business 

• processing of new business and ensuring that this is processed and completed within our compliant procedures and policies  

• updating client records and ensuring that the systems and electronic folders are in good order 

• ability to use cashflow modelling software to aid the wealth management and estate planning process 

BENEFITS PACKAGE 

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: 

• group pension 

• life assurance 

• income protection 

• health cash plan 

• plus a choice of voluntary benefits 

It is flexible so that means you can pick benefits to suit you!