Senior Client Relationship Manager

Mattioli Woods plc; Aberdeen City; On-site; GBP 40,000 - 60,000; Full time

Benefits offered by this job

competitive salary

34.5-hour working week

5% employer/5% employee pension

4x salary life assurance and group IP

health cash plan (Core Level 1)

25 days’ holiday plus statutory

training and development opportunities

supportive, collaborative team

Job summary

Mattioli Woods plc is seeking an experienced Client Relationship Manager to own a portfolio of personal wealth clients, including SIPP, SASS and standard accounts. You will be the primary point of contact, delivering trusted support with a client-centric approach.

You will build strong relationships, listen to client needs, and ensure requests are handled promptly and accurately. The role offers autonomy and the chance to grow within a collaborative, respected firm.

Qualifications

• Solid experience in pension administration or personal wealth management.
• Clear, professional communication with clients.
• High attention to detail with a proactive, organized approach.
• Ability to work independently and as part of a close-knit team.

Responsibilities

• Managing and administering a portfolio of personal wealth clients - SIPP, SASS and personal clients - as the primary point of contact.
• Building strong relationships with clients, listening carefully to identify their needs and ensuring they’re always well looked after
• Handling client queries promptly and professionally, resolving issues with accuracy and care
• Partnering with consultants to keep client accounts running smoothly - from preparing documents and managing workflows to coordinating meetings and following up on actions
• Supporting vulnerable clients in line with internal guidelines, ensuring their interests are always protected

Skills

Pension administration

Client relationship management

Financial services

Attention to detail

Communication skills

Independent working

Job description

At Mattioli Woods, our clients are at the heart of everything we do, and our Client Relationship Managers are the people who make that real. We’re looking for an experienced administrator with a solid pensions or personal wealth background to take genuine ownership of a client portfolio and be the name our client’s trust.

What you’ll be doing:

• managing and administering a portfolio of personal wealth clients - SIPP, SASS and personal clients - as the primary point of contact.
• building strong relationships with clients, listening carefully to identify their needs and ensuring they’re always well looked after
• handling client queries promptly and professionally, resolving issues with accuracy and care
• partnering with consultants to keep client accounts running smoothly - from preparing documents and managing workflows to coordinating meetings and following up on actions
• supporting vulnerable clients in line with internal guidelines, ensuring their interests are always protected

What we’re looking for:

• solid experience in financial services, specifically in pension administration (SIPP or SASS) or personal wealth management - this is essential, not optional.
• the kind of communication skills that put clients at ease - clear, professional, and genuinely attentive
• high attention to detail and the ability to stay on top of a varied, fast-moving workload - because our clients notice when things are done well
• a proactive, organised approach and the confidence to work independently as well as part of a close-knit team.

Why join us?

At Mattioli Woods, you’ll work closely with senior leadership, contribute to high-level decision-making, and grow your career in a supportive, dynamic environment. This role offers autonomy, career progression, and the chance to be part of a team that values expertise and collaboration.

Perks and benefits

• competitive salary
• 34.5-hour working week
• 5% employer/5% employee pension
• 4x salary life assurance and group income protection
• health cash plan (Core Level 1)
• 25 days’ holiday plus statutory (increasing with service)
• training and development opportunities
• a supportive, collaborative team environment