Overview
We\'re looking for an experienced Chartered Financial Planner (or working toward Chartered status) to join Isio Wealth Planning as a Wealth Adviser. The role targets high-net-worth (HNW) individuals and seeks to expand our national wealth advisory proposition with industry-leading standards in wealth planning, service and delivery.
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 diverse expertise across Pensions, Investment, Benefits and Wealth to offer clients an integrated experience. We foster an inclusive, equitable and diverse workplace and uphold respect, fairness and inclusion in our actions and decisions. We operate with a hybrid, flexible approach to work and welcome applications from all suitably qualified candidates. If you may require a reasonable adjustment during recruitment, please email hrrecruitment@ISIO.com.
What\'s the role?
As a Wealth Adviser with Isio Wealth Planning, you will have a strong track record of working with high net worth individuals, with excellent financial planning, wealth consulting and technical skills, a commercial outlook and an entrepreneurial mindset. You will have begun to build a network and be establishing relationships with introducers.
Key Responsibilities
* Collaborate with colleagues across the business to deepen client relationships and gain introductions to their clients.
* Provide exceptional advice and service to clients through initial and ongoing engagements.
* Support continued growth by advising and servicing both new and existing clients.
* Build Isio Wealth Planning\'s profile and engagement internally and externally.
* Engage your external network to grow a book of clients.
* Ensure Isio Wealth Planning is a credible, integrated part of the wider Isio proposition, adding value to internal and external introducers and their clients.
* Contribute to the growth aspirations of the business.
* Ensure all advice is compliant and meets high professional standards.
Key Skills & Experience
* Chartered Status (or working towards it), with at least 3 years\' experience as a Wealth Adviser.
* Proven ability to build and maintain a client base through internal and external networks.
* Experience delivering holistic financial planning and wealth advice.
* Ability to work independently and collaboratively within a team and wider business.
* Strong reputation for excellence in client advice and service.
* Presence to establish credibility and trust in one-on-one and group settings.
Where is the role?
You can be based in any of our nationwide offices with a hybrid workstyle (a couple of days from home per week).
We promote strong community across locations and teams, with regular team-building, charity and social events.
Diversity, Equity & Inclusion
* 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 that benefit clients and society.
* Strength in Difference: Valuing diverse perspectives to find better solutions.
* People First: Recognising pensions as a people business; people\'s lives are affected by our advice.
What we offer you
Isio is a people business offering opportunities to gain a wide variety of experience, significant development and progression within the company. The role will provide a range of experiences to support your growth.
You can learn more about Isio and the benefits we offer in the Isio Careers & Benefits section.
Seniority level
* Mid-Senior level
Employment type
* Full-time
Job function
* Consulting and Finance
Isio is an equal opportunities employer and welcomes applications from all suitably qualified candidates.
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