CRM Team Leader

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

This is an exciting time to join Mattioli Woods, one of the UK’s leading wealth management groups - and we’re growing. If you’re looking for a leadership role where you can make a real impact, this could be the right move for you.

As we continue to grow, we’re looking to recruit a Team Leader based across our East Malling and Rayleigh offices , with travel required to support other locations within the region as needed. As a Client Relationship Manager Team Leader you will be leading a team of Client Relationship Managers to deliver great client outcomes and helping to grow the business!

What you’ll be doing

• 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

What we’re looking for

• Proven experience leading and motivating a team within a financial services environment
• Clear, confident communication skills at all levels - with clients, colleagues and senior stakeholders
• Excellent coaching and mentoring ability, with a genuine commitment to developing people
• 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
• An awareness of compliance requirements and the ability to operate within a regulated environment
• A ‘can do’, highly approachable and collaborative approach - the go-to person your team relies on

Why Mattioli Woods?

Mattioli Woods is a people-first, FCA-regulated wealth management firm with a strong reputation built over decades. As one of the UK’s leading wealth management groups, we have the scale, reach and momentum to offer real career opportunity - and for someone joining in a leadership role like this, that means genuine scope to grow and shape how things are done.

We’re investing in our people, our offices and our processes - and the CRM Team Leader will play a visible and valued role in that journey.

What’s in it for you:

This is a fantastic opportunity to grow your career here at Mattioli Woods, take on greater responsibility, and make a real impact. You’ll benefit from our continued investment in your development and the support of a collaborative, close-knit finance function.

• 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