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For Companies At a Glance
- Tasks: Manage and grow your own client book with flexible working arrangements.
- Company: Join a boutique, FCA regulated firm that values entrepreneurial spirit.
- Benefits: Enjoy competitive revenue share and ongoing support for your success.
- Why this job: Take ownership of client relationships and thrive in a performance-based environment.
- Qualifications: 5+ years in private client investment and a transferable client book.
- Other info: Expand your professional network while working with market-leading platforms.
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 not a trainee position or a build from scratch opportunity. It 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
The person
- 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
What's next
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 Cambridge employer: Ecruit
Contact Detail:
Ecruit Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior Private Client Investment Advisor in Cambridge
✨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 during your conversations.
✨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 Cambridge
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 your journey in the investment advisory world and why you're looking for a change. Let us know how you can bring value to Vinco Wealth Management and why our flexible structure appeals to you.
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 see the impact you've made in your previous roles. Numbers and examples speak volumes!
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. Plus, it shows you're keen on joining our team!
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, portfolio management strategies, and the types of products Vinco Wealth Management offers. This 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 discuss your current relationships. Highlight how you’ve built trust and maintained long-term connections with clients. Use specific examples to illustrate your success in managing and growing these relationships.
✨Demonstrate Your Entrepreneurial Spirit
Vinco Wealth Management values an entrepreneurial approach, so come ready to share how you’ve taken initiative in your previous roles. Discuss any innovative strategies you’ve implemented to drive growth or improve client satisfaction. This will align with their culture and show you’re a good fit.
✨Prepare Questions
Interviews are a two-way street, so prepare thoughtful questions about the firm’s culture, support systems, and growth opportunities. This not only shows your interest but also helps you gauge if the company aligns with your career goals and values.