At a Glance
- Tasks: Manage and grow your own client book with flexible, performance-based remuneration.
- Company: Vinco Wealth Management, a boutique FCA regulated firm supporting entrepreneurial advisers.
- Benefits: Competitive revenue share, flexible working, and access to market-leading platforms.
- Other info: Join a dynamic team focused on tailored investment solutions for high net worth individuals.
- Why this job: Take ownership of client relationships in a supportive, innovative environment.
- Qualifications: 5+ years in private client investment, RDR compliant, and strong relationship-building skills.
The predicted salary is between 45000 - 55000 £ 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.
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’ll 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
- 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
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 employer: Vinco Wealth Management Limited
Vinco Wealth Management is an exceptional employer for experienced advisers seeking a boutique environment that fosters entrepreneurial spirit. With a competitive revenue share, flexible working arrangements, and robust support systems, we empower our team to manage their own client books while ensuring compliance and governance. Our London-based firm not only offers access to market-leading platforms but also provides opportunities for professional growth and networking within the wealth management sector.
Contact Details:
Vinco Wealth Management Limited Recruitment Team
