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Company Description
Vintage Wealth Management Limited is a dynamic financial advisory firm, committed to delivering tailored and personalised financial strategies that evolve with clients’ lifestyles and aspirations. Authorised and regulated by the Financial Conduct Authority (FCA), the firm has built a reputation grounded in integrity, transparency, and exceptional customer service. With a focus on innovation and adapting to the fast-paced changes in the financial landscape, Vintage Wealth empowers clients with knowledge and develops comprehensive financial strategies designed to secure their futures. Dedicated to maintaining open communication, the company strives to exceed client expectations and foster meaningful, productive relationships.
About the Role
Vintage Wealth Management Limited are seeking a highly organised and proactive Client Relationship Manager. This role is ideal for someone who enjoys working closely with Advisers, supporting the client journey from initial enquiry through to ongoing review, and ensuring a consistently high level of client service.
The successful candidate will be responsible for coordinating adviser and client activities, maintaining accurate client records, and acting as a key liaison between clients, advisers, paraplanners, and providers.
Key Responsibilities
• Set up new leads and prospects and maintain accurate records in our back-office system.
• Manage and update tasks for new leads.
• Attach Adviser correspondence and relevant documentation to client records.
• Prepare and issue compliance packs for client meetings.
• Chase outstanding documentation and upload completed paperwork to our back-office system.
• Send and manage risk profile questionnaires and record responses.
• Set up clients on the client portal and manage related documentation.
• Issue, chase and record fee agreements.
• Ensure first review meetings are scheduled for clients with ongoing service agreements.
• Upload and maintain AML documentation in our back-office system.
• Act as a key point of contact for clients, ensuring prompt responses and clear communication.
• Arrange client meetings and coordinate with Reviews Team to ensure appropriate preparation.
• Review upcoming Adviser diary and ensure meeting documentation is prepared and issued.
• Liaise with internal departments and external providers regarding client cases.
• Generate, issue and maintain client Fact Finds.
• Support review meeting preparation and liaise with Paraplanners where required.
• Prepare cases for suitability reports ensuring all documentation is complete.
• Pre-populate application paperwork for new business where appropriate.
• Monitor client platform cash levels to ensure sufficient funds for charges and income needs.
• Review, edit and upload meeting notes and issue approved notes to clients.
Expectations & Objectives
• Work closely with the Adviser to develop and maintain an evolving agenda for weekly team meetings.
• Take and distribute meeting notes, confirming agreed actions to relevant team members.
• Provide updates at meetings on work-in-progress tasks, including progress made and any potential issues.
• Liaise with the Adviser to ensure all tasks are completed and recorded in our back-office system, particularly relating to new leads, advice cases, and review meetings.
• Maintain an understanding of team targets, helping to prioritise work in order to support their achievement.
• Maintain oversight of high-value new business cases to ensure smooth progression.
• Attend client meetings when required (capacity permitting) and support the Adviser throughout the advice process.
• Support the Adviser and/or Paraplanner in producing high-level discussion documents.
Learning & Development
• Continue personal development through regular training aligned with your agreed development plan.
• Maintain knowledge of internal processes, compliance requirements and systems.
• Proactively develop your understanding of financial planning processes and Adviser Support functions.
• Manage your own workload effectively, ensuring tasks are completed to the required standard while accurately recording time where required.
About You
• Previous experience in financial services administration, adviser support, or client relationship management.
• Strong organisational skills and excellent attention to detail.
• Experience using CRM systems (preferred).
• Excellent communication and client service skills.
• Ability to manage multiple priorities and deadlines.
• A proactive and collaborative approach to supporting Advisers and clients.
