Client Relationship Manager

Palatine Talent; Altrincham; Hybrid; GBP 40,000 - 60,000; Full time

Job summary

A leading recruitment firm seeks a right-hand person for their Managing Director in the wealth management sector. This unique role involves traveling and engaging with high-profile clients, primarily professional footballers. Ideal candidates are diploma-qualified in financial planning, experienced in relationship management, and adaptable to a fast-paced environment. You'll conduct research, manage client interactions, and ensure financial advice is implemented smoothly. This position offers opportunities for real progression within elite sports wealth management.

Qualifications

• Experience as a paraplanner or Client Relationship Manager.
• Diploma qualified in financial planning.
• Strong with financial systems and tools.

Responsibilities

• Manage day-to-day relationships with clients.
• Attend meetings and produce high-quality minutes.
• Conduct research and cashflow modelling.
• Write accurate recommendation reports.
• Ensure timely implementation of financial advice.
• Support the MD in growing the client base.

Skills

Client relationship management

Financial planning

Research and analysis

Cashflow modelling

Adaptability

Attention to detail

Education

Diploma in financial planning

Tools

Voyant

Cashflow software

FE Analytics

Selectapension

Job description

1 day ago Be among the first 25 applicants

This range is provided by Palatine Talent. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

Direct message the job poster from Palatine Talent

Founder & Managing Director @ Palatine Talent | Customer-centric recruitment solutions founded upon integrity, transparency & excellence

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, organized, 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: traveling, 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.

Seniority level

Mid-Senior level

Employment type

Full-time

Job function

Finance

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