Mattioli Woods plc
CRM Team Leader
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About the Role
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
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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.
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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:
- 💰 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
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