Senior Client Relationship Manager – Wealth & Pensions

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

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.