Client relationship manager

Location
Leicester, Leicestershire
Salary
We offer a competitive salary plus bonus
Posted
10 Jan 2019
Closes
31 Jan 2019
Ref
225645040
Contract Type
Permanent
Hours
Full Time

Career opportunity

Client relationship manager (SIPP/SSAS) - Leicester

At Mattioli Woods, we are a leading UK provider of wealth management and employee benefit solutions that takes pride in advising our clients to help them achieve their financial aspirations.

Central to this is recruiting the best people., and, in moving to brand-new purpose-built offices in Leicester’s New Walk development, we are looking for highly motivated individuals with strong interpersonal skills to join our client relationship team.

You will be the primary office-based contact in managing and administering a portfolio of SIPP, SSAS and personal clients, dealing with all aspects of client affairs, within agreed procedures and regulations.

You will be responsible for providing excellent customer service in an enthusiastic and professional manner. You will have significant influence in proving dedication to proactive client services and excellent customer care in a growing and professional company.

You will need SIPP/SSAS administration or financial services/wealth management experience

We would like to hear from enthusiastic individuals that want a successful and advancing career with Mattioli Woods. In return, we offer a competitive salary plus bonus, as well as an extensive benefits package.

Applications close on 31 January 2019