Senior Private Client Investment Advisor
19 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...
- Location:
- United Kingdom
- Job Type:
- FullTime
- Category:
- Accounting & Finance