CRM Team Lead | Client Growth & Coaching (Hybrid)

Mattioli Woods plc; East Malling; Hybrid; GBP 40,000 - 65,000; Full time

Benefits offered by this job

Salary (competitive)

34.5-hour week

Health cash plan

Benenden Healthcare

Pension contributions

Life assurance

25 days holiday

Hybrid working

Training and development

Collaborative team environment

Job summary

Mattioli Woods plc is seeking a Team Leader to oversee a team of Client Relationship Managers across East Malling and Rayleigh, with travel to support other locations in the region. You will lead, coach and develop your team to deliver excellent client outcomes and help grow the business.

You will manage performance, liaise with advisers, ensure service standards are met and drive continuous improvement within a regulated financial services environment.

Qualifications

• Proven experience leading and motivating a team within financial services.
• Excellent coaching and mentoring ability with a genuine commitment to developing people.
• Clear, confident communication with clients, colleagues and senior stakeholders.
• Strong problem-solving skills and the ability to see the bigger picture.
• Organised, calm under pressure and able to manage competing priorities with attention to detail.
• Awareness of compliance requirements and ability to operate within a regulated environment.
• Can-do, highly approachable and collaborative approach for team support.

Responsibilities

• Leading, coaching and developing your team - setting clear goals, monitoring performance and creating a culture people want to be part of
• Acting as the first point of contact for your team, providing day-to-day guidance and support
• Working closely with advisers to ensure clients’ needs are met and service standards are upheld
• Conducting performance reviews and overseeing absence management within your team
• Reviewing the quality of work across client interaction and business processing, taking corrective action where needed
• Driving continuous improvement - identifying best practice, suggesting ideas and implementing change
• Contributing to wider project work and supporting strategic initiatives that impact your area
• Proactively complying with and promoting FCA regulations and all organisational policies
• Maintaining strong relationships with clients, external stakeholders and across the business

Skills

Team leadership

Coaching & mentoring

Client relationship mgmt

Regulatory compliance

Communication

Strategic thinking

Job description

Mattioli Woods plc is seeking a Team Leader to oversee a team of Client Relationship Managers across East Malling and Rayleigh, with travel to support other locations in the region. You will lead, coach and develop your team to deliver excellent client outcomes and help grow the business.

You will manage performance, liaise with advisers, ensure service standards are met and drive continuous improvement within a regulated financial services environment.