Isio
Senior Wealth Consultant – HNW and Professional Partnerships
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Senior Wealth Consultant – HNW and Professional Partnerships
Our legacy gives us a deep understanding and unique insight in Professional Partnerships and the needs and requirements of their Partners. We are building a proposition that is unique and compelling to disrupt the incumbent advisers in this space, through quality of Wealth Advisers, service and proposition.
This builds on our heritage in complex planning including pensions, and has provided us with a strong foundation to excel in delivering clear, comprehensive and holistic advice to our clients.
We are a national firm of Wealth Advisers, and believe that individuals deserve a better alternative to the current status quo. In doing so we will allow clients to make better informed decisions around their finances delivering financial confidence in meeting their future goals and aspirations.
As a challenger in the industry, we are looking for individuals with excellent financial planning, wealth consulting and technical skills, a commercial outlook and an entrepreneurial mindset, with a network to match.
We are recruiting for Wealth Advisers primarily in London, Birmingham, Manchester, Glasgow, Edinburgh, Leeds and Bristol.
What does the role entail?
As a Wealth Adviser with Isio Wealth Planning, you will support and drive our engagement and success through:
- Engaging your extensive network of contacts including Accountancy and Legal firms.
- Collaborate with the colleagues across the business to further relationships.
- Providing exceptional advice and service to clients through both initial and ongoing engagements.
- Supporting our continued growth as a business by advising and servicing both new and existing clients.
- Building our profile, reputation and engagement internally and externally.
- Ensure Isio Wealth Planning is a credible and integrated part of our wider Isio proposition, adding value to both internal and external introducers and their clients.
- Contribute materially to the growth aspirations of the business.
- Maintain compliance and uphold the high standards we are reputed for.
- Act as a financial coach and offer mentorship to sophisticated high net worth clients.
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What we’re looking for?
- Chartered status, with extensive experience as a Wealth Adviser.
- Proven ability to build and maintain a HNW client base through engagement with the Accountancy and Law Practices and wider networks.
- Provided a wide range of holistic advice to clients.
- Prepared to work both independently and collaboratively with the team and wider business.
- Have an established network of external firms who have introduced individuals to you and ideally be a recognised individual in the Professionals community.
- Have a strong reputation of excellence in client advice and service.
- Possesses the ability and presence to establish credibility, confidence, gravitas, and trust in both one-on-one situations and group environments.
Why Join Isio
Isio is a fast-growing professional services business, that offers career development through an evolving client base, diverse and meaningful work, nationwide opportunities, and a culture that rewards high performance and accountability.
We hold ourselves to the highest standards and our values guide how we advise our clients, how we operate as a business and how we work together as a team. We call it the Isio Attitude. We encourage our people to be bold, to communicate with conviction, and to deliver advice that matters.
Here, growth brings opportunity - more responsibility, more clients, and work that stretches and develops you. We invest in training and development so you can expand your skills and explore different career paths across diverse markets to make your mark. Isio is a place to realise your potential and build a career with impact. You can find out more about Isio and the benefits we offer on our career's website Isio - Careers & Benefits.
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About Isio
Isio is a progressive and fast-growing advisory firm, partnering with clients of all sizes to deliver expertise in pensions, employee benefits and wealth advisory services.
Working with pension trustees, employers, individuals, families and their offices, we are supported by talented colleagues across 10 UK offices. With a Big 4 heritage we combine a strong focus on quality with a fresh perspective challenging traditional thinking.
Our culture shapes our work; we foster a supportive environment where we develop our people to grow and fulfil their potential. We invest in our services, products and technology, and provide clear, expert solutions for our clients. This brings clarity, confidence, and better outcomes for everyone.
At Isio, we are committed to fostering an inclusive, equitable and diverse workplace, in which our colleagues feel they belong, regardless of background or difference. We uphold the values of respect, fairness, and inclusion in our actions and decisions. We believe that by adhering to these principles, we will create a stronger, more innovative, and supportive environment for all, as well as ensuring that the advice and support we provide to our clients is more creative, more insightful and leaves a lasting impact.
We can offer a hybrid, flexible approach to work, supporting a work-life balance that works for you. Isio Group is an equal opportunities employer, and we welcome applications from all suitably qualified candidates.
If you think you may require a reasonable adjustment to be made for any reason at any stage of your recruitment process, please ask us hrrecruitment@ISIO.com.
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