Senior Private Client Investment Advisor

20 Days Old

Senior Private Client Investment Advisor, London (Remote) Competitive package

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

This role is not a trainee position or a build from scratch opportunity. It 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
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
Apply
Location:
London
Job Type:
FullTime
Category:
Accounting/Financial/Insurance

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