At a Glance
- 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.
- Other info: Join a meritocratic team that values adaptability and professionalism.
- Why this job: Experience elite sports wealth management while building valuable relationships.
- Qualifications: Diploma qualified with financial planning experience and strong relationship-building skills.
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
Who this will suit
- 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
Why this role is different
- 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
Join a dynamic and rapidly expanding business services group in Warrington, where your expertise as a Strategic CFO will be pivotal in shaping our financial future. We pride ourselves on a collaborative work culture that fosters innovation and professional growth, offering you the opportunity to influence key decisions at the board level while enjoying a supportive environment that values your contributions. With a focus on employee development and a commitment to excellence, this role not only promises a rewarding career but also the chance to make a significant impact across our six UK subsidiaries.
StudySmarter Expert Advice🤫
We think this is how you could land Client Relationship Manager in Altrincham
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
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Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Palatine Talent. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Client Relationship Manager in Altrincham
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Palatine Talent.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Palatine Talent's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Palatine Talent
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Palatine Talent.
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✨Show Your Passion for Finance
Since this is a full-time position, employers at Palatine Talent will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Palatine Talent employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
