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- Tasks: Transition and manage your own private client book with a focus on growth.
- Company: Join Vinco Wealth Management, a boutique FCA regulated firm in London.
- Benefits: Enjoy competitive revenue share, flexible working, and ongoing support.
- Why this job: Take ownership of client relationships in a performance-driven environment.
- Qualifications: 5+ years in private client investment and RDR compliant.
- Other info: Expand your professional network while working with top-tier 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- Competitive revenue share
- Flexible working structure
- 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
Contact Detail:
Vinco Wealth Management 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 able to introduce you to someone at Vinco Wealth Management.
✨Tip Number 2
Showcase your expertise! When you get the chance to chat with potential employers, highlight your experience managing private clients and how you've built long-term relationships. This is your time to shine!
✨Tip Number 3
Be proactive! Don’t just wait for job openings to pop up. Reach out directly to Vinco Wealth Management and express your interest in the Senior Private Client Investment Advisor role. A personal touch can make all the difference.
✨Tip Number 4
Prepare for interviews by brushing up on FCA regulations and compliance standards. Being well-versed in these areas will show that you're not just experienced but also ready to hit the ground running in a regulated environment.
We think you need these skills to ace Senior Private Client Investment Advisor
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects your experience in managing private clients. Highlight your transferable skills and existing client relationships, as this is what we’re really looking for!
Craft a Compelling Cover Letter: Your cover letter should tell us why you want to join Vinco Wealth Management. Share your vision for how you can grow your client book with us and why our flexible structure appeals to you.
Showcase Your Achievements: Don’t just list your responsibilities; show us your successes! Include specific examples of how you've driven growth or improved client satisfaction in your previous roles.
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 out on any important updates from us!
How to prepare for a job interview at Vinco Wealth Management
✨Know Your Stuff
Make sure you’re well-versed in the latest investment trends and regulations, especially those relevant to private clients. Brush up on your knowledge of FCA requirements and be ready to discuss how you’ve successfully managed client portfolios in the past.
✨Showcase Your Client Relationships
Since this role involves transitioning your existing client book, be prepared to talk about your current relationships. Highlight specific examples of how you've built trust and maintained long-term connections with clients, as this will demonstrate your ability to thrive in a boutique environment.
✨Emphasise Your Entrepreneurial Spirit
Vinco Wealth Management values an entrepreneurial approach, so share instances where you’ve taken initiative or innovated in your previous roles. Discuss how you plan to drive organic growth and manage your client book effectively within their framework.
✨Ask Insightful Questions
Prepare thoughtful questions that show your interest in the company and its operations. Inquire about their support systems for advisers and how they facilitate the transition of client books. This not only shows your enthusiasm but also helps you gauge if the firm aligns with your professional goals.
