Client Relationship Manager

5 days ago


Altrincham, United Kingdom Palatine Talent Full time

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 Sign in to set job alerts for “Relationship Manager” roles. Manchester Area, United Kingdom New Business Relationship Manager - Manchester Greater Manchester, England, United Kingdom Client Account Manager - Cuffe & Taylor Team Manchester, England, United Kingdom Regional Account Manager - North & Midlands Manchester, England, United Kingdom Internal Sales Manager - Account Manager Warrington, England, United Kingdom Territory Sales Manager - Foodservice Sector Manchester Area, United Kingdom We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI. #J-18808-Ljbffr



  • Altrincham, United Kingdom Search Full time

    Client Relationship Manager Location – Altrincham - Parking Onsite – 4 days office and 1 day at home Working Hours – Monday to Friday – 09:00am – 17:30pm Base pay range Direct message the job poster from Search Why Join Us? Our Client prides themselves on delivering exceptional service to their clients. Are you a dynamic and driven individual with...


  • Altrincham, United Kingdom Palatine Talent Full time

    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...


  • Altrincham, United Kingdom Palatine Talent Full time

    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...


  • Altrincham, Trafford, United Kingdom Palatine Talent Full time £50,000 - £75,000 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...


  • Altrincham, United Kingdom Informed Solutions Full time

    **The Opportunity** Make a difference and advance your career by helping deliver some of the UK’s most important #tech4good projects, making the world a smarter, safer, greener, and healthier place. You’ll join a talented team of dynamic and driven professional problem solvers; creative thinkers and solutions builders who thrive on helping clients meet...


  • Altrincham, United Kingdom Informed Solutions Full time

    The Opportunity Make a difference and advance your career by helping deliver some of the UK's most important #tech4good projects, making the world a smarter, safer, greener, and healthier place. You'll join a talented team of dynamic and driven professional problem solvers; creative thinkers and solutions builders who thrive on helping clients meet the most...


  • Altrincham, Greater Manchester, United Kingdom Palatine Talent Full time

    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...


  • Altrincham, United Kingdom Search Full time

    A recruitment agency located in Altrincham is seeking a motivated Client Relationship Manager to focus on relationship building and sales development. The role involves generating referrals, managing accounts, and collaborating with the Sales Director. This position offers a dynamic work environment, with opportunities for professional development, financial...


  • Altrincham, Greater Manchester, United Kingdom Palatine Talent Full time

    We’re partnering with a fast-growing, aspirational wealth management firm whose clients are professional footballers competing at the very highest level. 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...


  • Altrincham, Greater Manchester, United Kingdom Palatine Talent Full time

    We’re partnering with a fast-growing, aspirational wealth management firm whose clients are professional footballers competing at the very highest level. 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...