Senior Investment Advisor

Ecruit; City Of London; Remote; GBP 80,000 - 100,000; Full time

Job summary

A financial services firm in London is seeking a Senior Investment Advisor with at least 5 years of experience in the financial sector. The successful candidate will manage investment portfolios and expand their client base while providing proactive market updates. The ideal candidate should hold RDR qualifications and possess strong relationship management skills. This role offers flexible working options.

Qualifications

• At least 5 years of experience within the financial sector.
• RDR qualified and holding industry level qualifications.
• Experience managing large client portfolios.

Responsibilities

• Manage investment portfolios for Advisory and Discretionary clients.
• Expand your current client base.
• Provide proactive market updates and portfolio monitoring.

Skills

Relationship management

Market knowledge

Attention to detail

Problem-solving

Communication skills

Education

CISI Level 4 Investment Advice Diploma in Securities

Job description

Overview

Senior Investment Advisor – London, UK (Flexible/Remote)

The Role

Are you a senior financial services professional with at least 5 years of experience? If so, Vinco Wealth Management is looking for an entrepreneurially minded Senior Private Client Investment Advisor. The successful candidate will be qualified to an RDR compliant standard, with a transferable book of Execution Only, Advisory and Discretionary accounts. The opportunity suits an individual who can protect and grow their own client base with support from Vinco and share in the financial success of that business growth.

Responsibilities

• Managing investment portfolios for existing Advisory and/or Discretionary clients, in accordance with investment strategies agreed with clients.
• Expansion of your current client base of Advisory and/or Discretionary private client business.
• Providing your clients with proactive market updates and portfolio monitoring.

The Company

Vinco Wealth Management Ltd is an FCA regulated investment management and advisory firm creating a tailored service for affluent and high net worth retail and institutional clients. Our highly skilled team has gained over 100 years’ experience at leading global financial services groups.

Combined with our industry experience and technical expertise, we aim to provide best-in-class customer service and investment solutions to help our clients to achieve their long-term objectives.

The Person

• Transferable book of Execution Only, Advisory and Discretionary accounts.
• Essential qualifications: Applicants must be RDR qualified and hold industry level qualifications (minimum CISI Level 4 Investment Advice Diploma in Securities), as well as possessing valid Statement of Professional Standing.
• At least 5 years’ experience within the financial sector, with a detailed knowledge of all aspects of investments and the markets generally.
• Has an investment management background and experience of managing large client portfolios.
• Effective relationship management skills.
• Excellent written and verbal communication skills.
• A high level of attention to detail and excellent problem-solving skills.