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- Tasks: Transition and grow client portfolios while building strong relationships.
- Company: Boutique FCA regulated advisory firm in London.
- Benefits: Competitive revenue share and flexible working model.
- Why this job: Join a dynamic team and make a real impact on clients' financial journeys.
- Qualifications: 5+ years experience, RDR compliant, Level 4 Investment Advice Diploma.
- Other info: Opportunity for professional growth in a supportive environment.
The predicted salary is between 43200 - 72000 £ per year.
A boutique FCA regulated advisory firm in London is looking for a Senior Private Client Investment Advisor with at least 5 years of experience. The role involves transitioning an existing client book to their platforms while driving growth and maintaining strong client relationships.
Ideal candidates should be RDR compliant with a Level 4 Investment Advice Diploma and possess a valid Statement of Professional Standing. The firm offers a competitive revenue share and flexible working model.
Senior Private Client Advisor – Flexible, Revenue-Share employer: Vinco Wealth Management
Contact Detail:
Vinco Wealth Management Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior Private Client Advisor – Flexible, Revenue-Share
✨Tip Number 1
Network like a pro! Reach out to your connections in the finance world and let them know you're on the lookout for opportunities. You never know who might have a lead or can introduce you to someone at that boutique advisory firm.
✨Tip Number 2
Showcase your expertise! When you get the chance to chat with potential employers, highlight your experience transitioning client books and maintaining relationships. Use specific examples to demonstrate how you've driven growth in previous roles.
✨Tip Number 3
Be proactive! Don’t just wait for job postings to appear. Reach out directly to firms you admire, like the one in London, and express your interest. A well-timed email can make all the difference!
✨Tip Number 4
Apply through our website! We’ve got loads of resources to help you nail that interview. Plus, applying directly shows your enthusiasm and commitment to joining the team.
We think you need these skills to ace Senior Private Client Advisor – Flexible, Revenue-Share
Some tips for your application 🫡
Show Off Your Experience: Make sure to highlight your 5+ years of experience in private client investment advice. We want to see how you've successfully managed client relationships and driven growth in your previous roles.
Get Compliant: Don’t forget to mention your RDR compliance and Level 4 Investment Advice Diploma. This is crucial for us, so make it stand out in your application!
Tailor Your Application: Take a moment to customise your application for this role. We love seeing candidates who understand our firm’s values and can articulate how they align with their own professional journey.
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 any important updates from our team!
How to prepare for a job interview at Vinco Wealth Management
✨Know Your Stuff
Make sure you brush up on your knowledge of investment strategies and client management. Given the role's focus on transitioning an existing client book, be prepared to discuss how you've successfully managed client relationships in the past.
✨Showcase Your Compliance Knowledge
Since the firm is FCA regulated, it's crucial to demonstrate your understanding of compliance standards. Be ready to talk about your RDR compliance and how your Level 4 Investment Advice Diploma has equipped you to navigate regulatory challenges.
✨Highlight Your Growth Strategies
The role involves driving growth, so think of specific examples where you've successfully expanded a client base or increased revenue. Share your strategies and the results you achieved to show that you're proactive and results-driven.
✨Emphasise Flexibility and Adaptability
With a flexible working model, it's important to convey your adaptability. Discuss how you've thrived in dynamic environments and how you can maintain strong client relationships while working flexibly.
