Senior Wealth Consultant – HNW and Professional Partnerships
Isio is seeking a Senior Wealth Consultant for HNW and Professional Partnerships.
Role and Responsibilities
As a Wealth Adviser with Isio Wealth Planning, you will support and drive engagement and success through:
* Engaging your extensive network of contacts including Accountancy and Legal firms.
* Collaborating with colleagues across the business to further relationships.
* Providing exceptional advice and service to clients through both initial and ongoing engagements.
* Supporting continued growth by advising and servicing both new and existing clients.
* Building Isio Wealth Planning’s profile, reputation and engagement internally and externally.
* Ensuring Isio Wealth Planning is a credible and integrated part of the wider Isio proposition, adding value to internal and external introducers and their clients.
* Contributing materially to the growth aspirations of the business.
* Maintaining compliance and upholding high standards.
* Acting as a financial coach and offering mentorship to sophisticated high net worth clients.
Key Skills & Experience
* Chartered status, with extensive experience as a Wealth Adviser.
* Proven ability to build and maintain a HNW client base through engagement with Accountancy and Law Practices and wider networks.
* Experience providing a wide range of holistic advice to clients.
* Ability to work independently and collaboratively with the team and wider business.
* Established network of external firms and ideally recognition within the Professionals community.
* Strong reputation for excellence in client advice and service.
* Presence to establish credibility, confidence, gravitas and trust in one-on-one and group settings.
Demonstrated Commitment to our Core Purpose
* Power in Partnership: Building open and trusted relationships with clients and colleagues to deliver the best for clients.
* Future Focus: Pushing the industry forward by solving problems in better ways for clients and society.
* Strength in Difference: Embracing diverse perspectives to find better solutions.
* People First: Recognising pensions is a people business and people’s lives are affected by our advice.
What we offer you
Isio is a people business, committed to helping colleagues gain a wide variety of experiences, development opportunities and progression. The roles offer the opportunity to gain significant development and progression through the business.
You can find out more about Isio and the benefits we offer here: Isio - Careers & Benefits.
About Isio
Isio was born in 2020 from the sale of KPMG UK’s Pension Practice to a private equity firm. We are a challenger providing expertise spanning Pensions, Investment, Benefits and Wealth to give clients an integrated experience. We empower and develop those who join us, valuing curious minds and giving people the freedom to outperform. We are known for agility, bold thinking and pushing the boundaries of what we can achieve for our clients.
Isio is committed to fostering an inclusive, equitable and diverse workplace. We uphold respect, fairness and inclusion in our actions and decisions. We offer a hybrid, flexible approach to work where possible and encourage applications from all suitably qualified candidates. If you may require a reasonable adjustment during the recruitment process, please email hrrecruitment@ISIO.com.
Seniority level
Not Applicable
Employment type
Full-time
Job function
Finance and Sales
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