Senior Private Client Investment Advisor

Vinco Wealth Management Limited; Greater London; Hybrid; GBP 60,000 - 90,000; Full time

Benefits offered by this job

Access to market leading platforms

Ongoing regulatory support

Opportunities to expand professional networks

Job summary

A boutique financial advisory firm in the United Kingdom is seeking experienced advisers who possess a transferable client book. This opportunity offers a flexible operating model, enabling advisers to manage their own client relationships within a robust regulatory framework. Candidates should have at least 5 years of experience in private client investment and must hold the CISI Level 4 Investment Advice Diploma. Enjoy benefits like access to leading platforms and ongoing regulatory support.

Qualifications

• Minimum of 5 years’ experience in private client investment or advisory.
• Experience managing UK-based clients with a transferable book.
• Holds a valid Statement of Professional Standing (SPS).

Responsibilities

• Transition existing private client book onto the regulated platform.
• Maintain robust client records and governance standards.
• Conduct regular client reviews and portfolio updates.
• Build long-term relationships through suitable advice.

Skills

Client relationship management

Investment advisory

Portfolio management

Compliance adherence

Education

CISI Level 4 Investment Advice Diploma or equivalent

Job description

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

• 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.