Senior Client Relationship & Pensions Manager

Mattioli Woods Limited; Aberdeen City; On-site; GBP 32,000 - 46,000; 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, 1

Health cash plan (Core Level 1)

25 days’ holiday plus statutory

Training and development opportunities

Supportive, collaborative team

Job summary

At Mattioli Woods Limited, you will join a client-focused team to administer a portfolio of personal wealth clients, including SIPP and SASS, acting as the primary contact and trusted advisor. You’ll build relationships, listen to client needs, and resolve queries promptly with care.

The role demands strong communication, meticulous attention to detail, and the ability to work independently within a supportive team. A pathway to progression and a collaborative environment await.

Qualifications

• Solid experience in financial services, specifically in pension administration (SIPP or SASS) or personal wealth management.
• Clear, professional communication and attentive client service.
• High attention to detail and ability to manage a varied, fast-moving workload.
• Proactive, organized approach and the ability to work independently or in a close-knit team.

Responsibilities

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

Skills

Pensions administration

Client relationship management

Financial services experience

Attention to detail

Communication skills

Job description

At Mattioli Woods Limited, you will join a client-focused team to administer a portfolio of personal wealth clients, including SIPP and SASS, acting as the primary contact and trusted advisor. You’ll build relationships, listen to client needs, and resolve queries promptly with care.

The role demands strong communication, meticulous attention to detail, and the ability to work independently within a supportive team. A pathway to progression and a collaborative environment await.