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- Tasks: Transition and manage your own private client book with support from our established infrastructure.
- Company: Join Vinco Wealth Management, a boutique FCA regulated firm focused on entrepreneurial advisers.
- Benefits: Enjoy competitive revenue share, flexible working, and ongoing regulatory support.
- Why this job: Take ownership of client relationships in a performance-driven environment with growth opportunities.
- Qualifications: 5+ years in private client investment, RDR compliant, and a transferable client book.
- Other info: Expand your professional network while providing tailored investment solutions.
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
- 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 London employer: Vinco Wealth Management Limited
Contact Detail:
Vinco Wealth Management Limited Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior Private Client Investment Advisor in London
✨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 looking for someone with your expertise.
✨Tip Number 2
Leverage social media, especially LinkedIn. Update your profile to reflect your experience and skills, and engage with relevant content. This can help you get noticed by potential employers and clients alike.
✨Tip Number 3
Consider attending industry events or webinars. These are great places to meet like-minded professionals and learn about new opportunities in the private client investment space.
✨Tip Number 4
Don't forget to check out our website for openings at Vinco Wealth Management. We’re all about supporting experienced advisers like you, so take a look and see if there's a fit!
We think you need these skills to ace Senior Private Client Investment Advisor in London
Some tips for your application 🫡
Show Off Your Experience: Make sure to highlight your years of experience in private client investment or advisory. We want to see how you've managed client relationships and what makes you a great fit for our boutique firm.
Tailor Your Application: Don’t just send a generic application! Take the time to tailor your CV and cover letter to reflect how your skills align with our needs at Vinco Wealth Management. We love seeing candidates who understand our ethos.
Be Clear About Your Client Book: Since we’re looking for someone who can transition their existing client relationships, be upfront about your current client book. Let us know how you plan to bring that over and grow it within our framework.
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’re considered for this exciting opportunity at Vinco Wealth Management!
How to prepare for a job interview at Vinco Wealth Management Limited
✨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. Being able to discuss these confidently will show that you’re not just experienced, but also genuinely interested in the role.
✨Showcase Your Client Relationships
Prepare to talk about your existing client relationships and how you’ve successfully managed them. Highlight specific examples where you’ve driven growth or provided exceptional service. This will demonstrate your ability to transition your client book seamlessly into their platform.
✨Emphasise Your Entrepreneurial Spirit
Since this role is all about flexibility and an entrepreneurial approach, be ready to discuss how you’ve taken initiative in your previous roles. Share instances where you’ve developed new strategies or adapted to changes in the market to benefit your clients.
✨Ask Insightful Questions
Prepare thoughtful questions about Vinco Wealth Management’s approach to client management and their support for advisers. This shows that you’re not only interested in the position but also in how you can contribute to their success while aligning with their values.