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- Tasks: Manage client relationships and support the MD in a dynamic sports environment.
- Company: Fast-growing wealth management firm focused on professional footballers.
- Benefits: Flexible working hours, travel opportunities, and real progression routes.
- Why this job: Experience elite sports wealth management while building valuable relationships.
- Qualifications: Diploma qualified with financial planning experience and strong relationship-building skills.
- Other info: Join a meritocratic team that values adaptability and professionalism.
The predicted salary is between 36000 - 60000 £ per year.
If you’re the kind of person who thrives on variety, pace and responsibility - and you happen to love sport - this is one of those rare roles that doesn’t come around often. We’re partnering with a fast-growing, aspirational wealth management firm whose clients are professional footballers competing at the very highest level. Their Sport Division MD needs a right-hand person: someone sharp, organised, calm under pressure and capable of operating at a very high standard in an ultra-dynamic environment.
This isn’t a desk-bound paraplanner role. You’ll be in the room - traveling across the UK with the MD, attending meetings at Premier League training grounds, players’ homes and club facilities. You’ll prepare reports, field technical queries, manage client relationships, and often be the person the MD turns to in the moment. Flexibility is key: player schedules move fast, and sometimes things need doing now.
If you can balance professionalism with personality, detail with adaptability, and you don’t get starstruck, you’ll thrive here.
What you’ll be doing- Acting as main point of contact for clients; managing day-to-day relationships and providing updates
- Attending client meetings with the MD and producing accurate, high-quality minutes
- Conducting research, analysis and cashflow modelling, recommending products and solutions
- Writing recommendation reports to a high standard
- Ensuring timely implementation of all advice and actions
- Staying on top of industry, compliance and Consumer Duty expectations
- Supporting the MD strategically so they can focus on deepening and growing the client base
- A paraplanner or Client Relationship Manager looking for true progression and exposure
- Someone with financial planning experience (Diploma qualified essential)
- Strong with systems - ideally Voyant, cashflow software, FE Analytics, Selectapension
- Unflappable, switched-on, proactive - with the judgement to handle high-profile clients
- A natural relationship-builder who works well as part of a tight, high-performance team
- Someone who loves sport - especially football - and enjoys a role that isn’t 9-to-5
- You’ll be in the thick of it: travelling, meeting clients, and representing the business at the highest levels
- Flexibility in your working hours - it’s a give-and-take environment
- Part of a genuinely meritocratic, growing business with real progression routes
- A chance to build rare experience within elite sports wealth management
If you’ve got the professional toolkit and the adaptability to support a top-tier MD in a fast-moving sport environment, we’d love to speak with you. Apply confidentially or message me directly for more details.
Client Relationship Manager in Altrincham employer: Palatine Talent
Contact Detail:
Palatine Talent Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Client Relationship Manager in Altrincham
✨Tip Number 1
Network like a pro! Get out there and connect with people in the industry. Attend events, join online forums, and don’t be shy about reaching out to potential contacts on LinkedIn. You never know who might have the inside scoop on job openings.
✨Tip Number 2
Prepare for those interviews by doing your homework. Research the company, understand their values, and know their clients. This will help you tailor your responses and show that you’re genuinely interested in the role and the firm.
✨Tip Number 3
Show off your personality! In a role like this, they want someone who can build relationships and fit into their dynamic team. Be yourself during interviews and let your passion for sport and client management shine through.
✨Tip Number 4
Don’t forget to follow up after interviews! A quick thank-you email can go a long way in keeping you top of mind. Plus, it shows your enthusiasm for the position. And remember, apply through our website for the best chance!
We think you need these skills to ace Client Relationship Manager in Altrincham
Some tips for your application 🫡
Show Your Passion for Sport: Make sure to highlight your love for sport, especially football, in your application. We want to see that you’re not just qualified but also genuinely excited about working in this dynamic environment.
Tailor Your Experience: When writing your application, focus on your relevant experience in client relationship management and financial planning. We’re looking for someone who can balance professionalism with personality, so let that shine through!
Be Clear and Concise: In your written application, clarity is key. Use straightforward language and structure your thoughts well. We appreciate a high standard of writing, so make sure your reports and recommendations are spot on.
Apply Through Our Website: Don’t forget to apply through our website! It’s the best way for us to receive your application and ensures you’re considered for this exciting opportunity. We can’t wait to hear from you!
How to prepare for a job interview at Palatine Talent
✨Know Your Clientele
Familiarise yourself with the world of professional footballers and their unique needs. Research the wealth management firm’s current clients and understand the dynamics of managing relationships in such a high-pressure environment.
✨Showcase Your Flexibility
Be prepared to discuss how you handle unexpected changes and tight schedules. Share examples from your past experiences where you successfully adapted to last-minute requests or shifting priorities, especially in a fast-paced setting.
✨Demonstrate Your Technical Skills
Brush up on your knowledge of financial planning tools like Voyant and cashflow software. Be ready to talk about how you've used these systems in previous roles to enhance client relationships and deliver high-quality reports.
✨Balance Professionalism with Personality
In this role, you'll need to connect with high-profile clients while maintaining professionalism. Prepare to discuss how you build rapport with clients and manage relationships without getting starstruck, especially in dynamic situations.
