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- Tasks: Manage and grow your own client book with flexible, performance-based remuneration.
- Company: Join Vinco Wealth Management, a boutique FCA regulated firm with an entrepreneurial spirit.
- Benefits: Enjoy competitive revenue share, market-leading platforms, and ongoing support.
- Why this job: Take ownership of your client relationships in a supportive and dynamic environment.
- Qualifications: 5+ years in private client investment, RDR compliant, and a transferable client book.
- Other info: Expand your professional network while delivering 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’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
- 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
Contact Detail:
Vinco Wealth Management Limited Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior Private Client Investment Advisor
✨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
Showcase your skills! Create a personal brand online that highlights your experience and successes in private client investment. Use platforms like LinkedIn to share insights and connect with potential employers.
✨Tip Number 3
Be proactive! Don’t just wait for job postings to appear. Reach out directly to firms you admire, like Vinco Wealth Management, and express your interest in joining their team. A personal touch can go a long way!
✨Tip Number 4
Keep learning! Stay updated on industry trends and regulations. This not only boosts your confidence but also makes you more attractive to potential employers. Plus, it shows you're committed to your professional growth.
We think you need these skills to ace Senior Private Client Investment Advisor
Some tips for your application 🫡
Showcase Your Experience: Make sure to highlight your extensive experience in private client investment or advisory. We want to see how you've successfully managed client relationships and portfolios, so don’t hold back on those achievements!
Tailor Your Application: Take a moment to customise your application for us at Vinco Wealth Management. Mention how your entrepreneurial spirit aligns with our boutique approach and how you can contribute to our team’s success.
Be Clear and Concise: Keep your application straightforward and to the point. We appreciate clarity, so make sure your skills and experiences shine through without unnecessary fluff. Remember, less is often more!
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. Let’s get started!
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 and advisory. Brush up on your knowledge of FCA regulations and the types of products Vinco Wealth Management offers. This will show that you’re not just experienced, but also genuinely interested in what they do.
✨Showcase Your Client Relationships
Be prepared to discuss your existing client book in detail. Highlight how you’ve built and maintained these relationships over the years. This is crucial since transitioning your clients smoothly is a key part of the role.
✨Demonstrate Your Entrepreneurial Spirit
Vinco is looking for advisers who are self-motivated and commercially minded. Share examples of how you’ve driven growth in your previous roles and how you plan to do the same in this new position. Show them you’re ready to take ownership!
✨Ask Insightful Questions
Prepare thoughtful questions about their operational support and compliance frameworks. This not only shows your interest in the firm but also helps you gauge if their approach aligns with your working style and values.