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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.
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 Swindon employer: Ecruit
Contact Detail:
Ecruit Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior Private Client Investment Advisor in Swindon
✨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 in the industry.
✨Tip Number 2
Showcase your expertise! Consider hosting a webinar or writing an article about investment strategies. This not only positions you as a thought leader but also attracts potential clients and employers who value your insights.
✨Tip Number 3
Leverage social media! Use platforms like LinkedIn to connect with industry professionals and share your achievements. Engaging with relevant content can help you stay on the radar of potential employers looking for experienced advisers.
✨Tip Number 4
Apply through our website! We make it easy for you to find roles that match your skills and experience. Plus, applying directly shows your enthusiasm and commitment to joining our team at Vinco Wealth Management.
We think you need these skills to ace Senior Private Client Investment Advisor in Swindon
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 specifics of private client investment. Brush up on your knowledge of FCA regulations and the types of investment solutions available. This will not only show your expertise but also demonstrate your commitment to providing tailored advice.
✨Showcase Your Client Relationships
Be prepared to discuss your existing client book in detail. Highlight how you've successfully managed these relationships and the strategies you've used to grow them. This is crucial as the role requires transitioning your clients seamlessly into a new platform.
✨Demonstrate Your Entrepreneurial Spirit
Vinco Wealth Management values an entrepreneurial approach, so come ready to share examples of how you've taken initiative in your previous roles. Discuss any innovative strategies you've implemented to drive growth or improve client satisfaction.
✨Ask Insightful Questions
Prepare thoughtful questions about the company’s culture, support systems, and growth opportunities. This shows that you’re genuinely interested in how you can fit into their framework and contribute to their success.