Elite Sports Wealth — Client Relations 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

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.