Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Manage and develop client relationships while providing tailored investment solutions.
- 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 your client relationships in a performance-driven environment.
- Qualifications: 5+ years in private client investment and RDR compliant.
- Other info: Join a supportive 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'll benefit from a competitive revenue share, flexible working arrangements, and institutional framework.
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. From there, you will continue managing and developing client relationships in accordance with FCA requirements, supported by our compliance, operational, and systems infrastructure.
- Transition your existing private client book seamlessly into our platforms
- Build long term client relationships through suitable advice and portfolio management
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.
- Flexible working structure
- Ongoing regulatory and operational support
- Opportunities to expand professional networks
At least 5 years' experience in private client investment or advisory
RDR compliant with CISI Level 4 Investment Advice Diploma (or equivalent)
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.
Locations
Senior Private Client Investment Advisor in Dartford, Kent employer: Ecruit
Contact Detail:
Ecruit Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior Private Client Investment Advisor in Dartford, Kent
✨Tip Number 1
Network like a pro! Reach out to your connections in the industry 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
Prepare for those interviews by brushing up on your knowledge of FCA regulations and investment strategies. Show us that you’re not just experienced, but also passionate about providing tailored solutions for high net worth clients.
✨Tip Number 3
Don’t forget to showcase your existing client relationships! Be ready to discuss how you’ve successfully managed and developed these connections, as this is key for a role like the Senior Private Client Investment Advisor.
✨Tip Number 4
Apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, it shows us you’re genuinely interested in joining our team at Vinco Wealth Management.
We think you need these skills to ace Senior Private Client Investment Advisor in Dartford, Kent
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experience that match the Senior Private Client Investment Advisor role. Highlight your experience in managing private clients and any relevant qualifications, like the CISI Level 4 Investment Advice Diploma.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re looking for a more flexible operating model and how your entrepreneurial spirit aligns with our boutique approach at Vinco Wealth Management.
Showcase Your Client Relationships: We want to see how you build and maintain long-term client relationships. Share specific examples of how you've successfully managed client portfolios and provided tailored advice in your application.
Apply Through Our Website: Don’t forget to apply through our website! It’s the best way for us to receive your application and ensures you’re considered for this exciting opportunity at Vinco Wealth Management.
How to prepare for a job interview at Ecruit
✨Know Your Stuff
Make sure you brush up on your knowledge of investment products and market trends. Being able to discuss equities, bonds, and derivatives confidently will show that you're the right fit for a role that requires expertise in private client investment.
✨Showcase Your Client Management Skills
Prepare examples of how you've successfully managed and developed client relationships in the past. Highlight your ability to provide tailored advice and how you've navigated compliance requirements, as this is crucial for the role.
✨Emphasise Your Entrepreneurial Spirit
Vinco Wealth Management values an entrepreneurial approach, so be ready to discuss how you've taken initiative in previous roles. Share any experiences where you've built or expanded your client book independently.
✨Ask Insightful Questions
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 firm aligns with your career goals and working style.