Senior Private Client Investment Advisor - Flexible, Performance-Linked

Senior Private Client Investment Advisor - Flexible, Performance-Linked

Full-Time 54000 - 66000 Β£ / year (est.) Home office (partial)
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At a Glance

  • Tasks: Manage your own client relationships and provide tailored investment advice.
  • Company: Boutique financial advisory firm with a strong reputation in the UK.
  • Benefits: Flexible working model, access to leading platforms, and ongoing regulatory support.
  • Other info: Enjoy a supportive environment with opportunities for professional growth.
  • Why this job: Join a dynamic team and make a real difference in clients' financial journeys.
  • Qualifications: 5+ years in private client investment and CISI Level 4 Investment Advice Diploma required.

The predicted salary is between 54000 - 66000 Β£ per year.

A boutique financial advisory firm in the United Kingdom is seeking experienced advisers who possess a transferable client book.

This opportunity offers a flexible operating model, enabling advisers to manage their own client relationships within a robust regulatory framework.

Candidates should have at least 5 years of experience in private client investment and must hold the CISI Level 4 Investment Advice Diploma.

Enjoy benefits like access to leading platforms and ongoing regulatory support. #J-18808-Ljbffr

Senior Private Client Investment Advisor - Flexible, Performance-Linked 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.

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Contact Details:

Vinco Wealth Management Limited Recruitment Team

We think you need these skills to ace Senior Private Client Investment Advisor - Flexible, Performance-Linked

Client Relationship Management
CISI Level 4 Investment Advice Diploma
Regulatory Compliance
Investment Strategy Development
Financial Advisory Skills
Market Analysis
Portfolio Management