CRM Team Leader — Hybrid (Wealth Management)

Mattioli Woods Limited; East Malling; Hybrid; GBP 45,000 - 60,000; Full time

Benefits offered by this job

Competitive salary

34.5-hour week

Health cash plan

Benenden Healthcare

Group Pension 5%

Life assurance 4x salary

25 days holiday

Hybrid working

Training & development

Collaborative team environment

Job summary

Mattioli Woods Limited is seeking a Team Leader to lead a team of Client Relationship Managers across East Malling and Rayleigh, with travel to support other locations in the region. You will coach, develop and performance-manage your team to deliver excellent client outcomes in a regulated wealth-management environment.

Work will be conducted in a hybrid model with a strong focus on collaboration, compliance, and continuous improvement.

Qualifications

• Proven experience leading and motivating a team within a financial services environment.
• Clear, confident communication with clients, colleagues and senior stakeholders.
• Strong coaching and mentoring ability, with a commitment to developing people.

Responsibilities

• Lead, coach and develop your team with clear goals and performance monitoring.
• Be the first point of contact for your team and provide day-to-day guidance.
• Work with advisers to ensure clients' needs are met and service standards upheld.
• Conduct performance reviews and oversee absence management within your team.
• Review quality of client interactions and business processing; take corrective action as needed.
• Drive continuous improvement by identifying best practices and implementing change.
• Contribute to wider projects and strategic initiatives in your area.
• Ensure FCA regulations and organisational policies are followed.

Skills

Team leadership

Coaching

Stakeholder comms

Regulatory compliance

Financial services

Problem solving

Organised

Job description

Mattioli Woods Limited is seeking a Team Leader to lead a team of Client Relationship Managers across East Malling and Rayleigh, with travel to support other locations in the region. You will coach, develop and performance-manage your team to deliver excellent client outcomes in a regulated wealth-management environment.

Work will be conducted in a hybrid model with a strong focus on collaboration, compliance, and continuous improvement.