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- Tasks: Manage and grow your own client book with flexible, performance-based remuneration.
- Company: Vinco Wealth Management, a boutique FCA regulated firm in London.
- Benefits: Competitive revenue share, flexible working, and ongoing support.
- Why this job: Take ownership of client relationships in a supportive, entrepreneurial environment.
- Qualifications: 5+ years in private client investment and RDR compliant.
- Other info: Join a dynamic team with opportunities to expand your professional network.
The predicted salary is between 36000 - 60000 £ per year.
This opportunity is designed for experienced advisers who have outgrown large corporates and are seeking a boutique, FCA regulated firm that supports an entrepreneurial approach. At Vinco Wealth Management, we support advisers in running their own client books within established governance and compliance frameworks. You will benefit from a competitive revenue share, flexible working arrangements, and institutional framework.
The role is intended for experienced advisers who already manage private clients whether on an Execution Only, Advisory, or Discretionary basis and are seeking a more flexible operating model with performance linked remuneration. You will bring your existing client relationships and transition them into our regulated platform. From there, you will continue managing and developing client relationships in accordance with FCA requirements, supported by our compliance, operational, and systems infrastructure.
Key Responsibilities- Transition your existing private client book seamlessly into our platforms
- Drive organic growth of your client book while maintaining robust client records and governance standards
- Maintain regular client reviews, including portfolio updates and objective reassessments
- Build long term client relationships through suitable advice and portfolio management
About our company: Founded in 2013, Vinco Wealth Management Ltd is a London based, FCA regulated advisory firm, providing tailored investment solutions to affluent and high net worth individuals. Our established investment infrastructure gives advisers access to a broad range of solutions including equities, bonds, derivatives, and money market funds.
The Benefits- Competitive revenue share
- Flexible working structure
- Access to market leading platforms and product ranges
- Ongoing regulatory and operational support
- Opportunities to expand professional networks
- At least 5 years' experience in private client investment or advisory
- Actively managing UK-based clients with a transferable book
- RDR compliant with CISI Level 4 Investment Advice Diploma (or equivalent)
- Holds a valid Statement of Professional Standing (SPS)
- Commercially minded, self-motivated, and focused on long term relationships
If you are looking to take greater ownership of your client relationships within a flexible, performance based structure, we would welcome the opportunity to discuss this role with you.
Senior Private Client Investment Advisor in Bolton employer: Ecruit
Contact Detail:
Ecruit Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior Private Client Investment Advisor in Bolton
✨Tip Number 1
Network like a pro! Reach out to your existing contacts and let them know you're on the lookout for new opportunities. You never know who might have a lead or be able to introduce you to someone at Vinco Wealth Management.
✨Tip Number 2
Showcase your expertise! Prepare a portfolio that highlights your successful client relationships and investment strategies. This will help you stand out during interviews and demonstrate your value to potential employers.
✨Tip Number 3
Stay updated on industry trends! Being knowledgeable about the latest market developments will not only boost your confidence but also impress interviewers. Make sure to mention relevant insights when discussing your experience.
✨Tip Number 4
Apply through our website! It’s the best way to ensure your application gets noticed. Plus, it shows you're genuinely interested in joining Vinco Wealth Management and taking your career to the next level.
We think you need these skills to ace Senior Private Client Investment Advisor in Bolton
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects your experience in private client investment. Highlight your existing client relationships and any relevant qualifications, like the CISI Level 4 Investment Advice Diploma. We want to see how you fit into our entrepreneurial approach!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Share why you're looking for a change and how you can bring value to Vinco Wealth Management. Be sure to mention your experience with managing UK-based clients and your motivation for joining a boutique firm.
Showcase Your Achievements: Don’t just list your responsibilities; showcase your achievements! Whether it’s growing your client book or maintaining high governance standards, we want to know how you've made an impact in your previous roles.
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It helps us keep track of applications and ensures you get all the info you need about the role and our company. Plus, it shows you're keen on joining us!
How to prepare for a job interview at Ecruit
✨Know Your Stuff
Make sure you’re well-versed in the specifics of private client investment. Brush up on your knowledge of FCA regulations and the types of investment solutions Vinco Wealth Management offers. Being able to discuss these confidently will show that you’re not just experienced, but also genuinely interested in what they do.
✨Showcase Your Client Relationships
Since this role involves transitioning your existing client book, be prepared to talk about your current clients and how you’ve built those relationships. Highlight specific examples of how you’ve added value to their portfolios and maintained compliance. This will demonstrate your ability to seamlessly integrate into their model.
✨Emphasise Flexibility and Entrepreneurial Spirit
Vinco is looking for someone who thrives in a flexible environment. Share examples from your past where you’ve taken initiative or adapted your approach to meet client needs. This will resonate with their entrepreneurial ethos and show that you can thrive in their structure.
✨Prepare Questions
Interviews are a two-way street! Prepare thoughtful questions about their operational support and how they help advisers grow their client books. This shows you’re serious about the role and helps you gauge if it’s the right fit for you too.