CRM Team Leader

Mattioli Woods plc

. Lead, coach and develop the team by setting clear goals, monitoring performance and creating a positive team culture .

Posted 9/22/2026full-timeEast Malling • United KingdomSeniorWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates strong leadership and coaching abilities in a financial services environment, with a focus on team development, compliance with FCA regulations, and maintaining high service standards. Excels in problem-solving, communication, and fostering collaborative relationships with clients and stakeholders.

Highest-signal resume keywords

Team LeadershipCoaching And MentoringFCA ComplianceProblem-SolvingClient Relationship Management

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Soft Skills

Clear CommunicationOrganizational SkillsAttention To DetailCollaborative ApproachCalm Under Pressure

Industry Keywords

Financial ServicesPerformance ReviewsContinuous ImprovementClient InteractionBusiness Processing

About the role

Key responsibilities & impact

Lead, coach and develop the team by setting clear goals, monitoring performance and creating a positive team culture
Act as the first point of contact for the team, providing day-to-day guidance and support
Work closely with advisers to ensure client needs are met and service standards are upheld
Conduct performance reviews and oversee absence management
Review the quality of work across client interaction and business processing, taking corrective action where needed
Drive continuous improvement by identifying best practice, suggesting ideas and implementing change
Contribute to wider project work and support strategic initiatives
Comply with and promote FCA regulations and organisational policies
Maintain strong relationships with clients, external stakeholders and colleagues across the business

Requirements

What you’ll need

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
Awareness of compliance requirements and ability to operate within a regulated environment
Highly approachable and collaborative approach

Benefits

Comp & perks

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
Supportive, collaborative team environment