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- Tasks: Manage and grow your own client book with flexible working arrangements.
- Company: Boutique, FCA regulated firm focused on entrepreneurial advisers.
- Benefits: Competitive revenue share, ongoing support, and access to top-tier platforms.
- Why this job: Take ownership of client relationships in a supportive, performance-driven environment.
- Qualifications: 5+ years in private client investment and a transferable client book.
- Other info: Join a dynamic team with opportunities for professional networking.
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.
This 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 Norwich employer: Ecruit
Contact Detail:
Ecruit Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior Private Client Investment Advisor in Norwich
✨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 when discussing your experience with potential employers.
✨Tip Number 3
Be proactive! Don’t just wait for job openings to pop up. Reach out directly to Vinco Wealth Management and express your interest in the Senior Private Client Investment Advisor role. A personal touch can go a long way!
✨Tip Number 4
Stay updated on industry trends! Being knowledgeable about the latest market developments will not only boost your confidence but also impress potential employers during interviews. It shows you're serious about your career!
We think you need these skills to ace Senior Private Client Investment Advisor in Norwich
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects your experience in private client investment. Highlight your transferable skills and existing client relationships, as this is what we’re really looking for!
Craft a Compelling Cover Letter: Your cover letter should tell us why you want to join Vinco Wealth Management. Share your vision for managing client relationships and how our flexible structure aligns with your career goals.
Showcase Your Achievements: Don’t just list your responsibilities; show us what you’ve achieved! Use specific examples of how you’ve driven growth or improved client satisfaction in your previous roles.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates from us!
How to prepare for a job interview at Ecruit
✨Know Your Stuff
Make sure you’re well-versed in the latest investment trends and regulations, especially those relevant to private clients. Brush up on your knowledge of FCA requirements and be ready to discuss how you’ve successfully managed client portfolios in the past.
✨Showcase Your Client Relationships
Since this role involves transitioning your existing client book, be prepared to talk about your current relationships. Highlight specific examples of how you've built trust and delivered value to your clients, as this will demonstrate your ability to maintain and grow a client base.
✨Emphasise Your Entrepreneurial Spirit
Vinco Wealth Management values an entrepreneurial approach, so share instances where you’ve taken initiative or innovated in your previous roles. Discuss how you plan to leverage their flexible structure to enhance your client service and drive growth.
✨Prepare Questions
Interviews are a two-way street! Prepare thoughtful questions about Vinco’s operational support and how they facilitate advisers in managing their client books. This shows your genuine interest in the firm and helps you assess if it’s the right fit for you.