Senior Private Client Investment Advisor

New Yesterday

Senior Private Client Investment Advisor, London (Remote) Competitive packageThis 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 roleThis 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 platformsDrive organic growth of your client book while maintaining robust client records and governance standardsMaintain regular client reviews, including portfolio updates and objective reassessmentsBuild long term client relationships through suitable advice and portfolio management About our companyFounded 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 shareFlexible working structureAccess to market leading platforms and product rangesOngoing regulatory and operational supportOpportunities to expand professional networks The person At least 5 years' experience in private client investment or advisoryActively managing UK-based clients with a transferable bookRDR 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 nextIf 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.JBRP1_UKTJ
Location:
Plymouth
Job Type:
FullTime

We found some similar jobs based on your search