Job Description

We're growing and want you to be part of our journey.
Are you a seasoned Wealth Adviser with a passion for working with high-net-worth (HNW) individuals? We are expanding and want you to be a part of our journey as an industry-recognized leader in Wealth Advisory services.
About Us
Born from KPMG, Deloitte and Premier Benefit Solutions, 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.
As a national firm of Wealth Advisers, we 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.
What's the role?
We're looking for an experienced Chartered Financial Planner (or working toward Chartered status) with a strong track record of having worked with High Net Worth (HNW) individuals.
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. You will have started to have built a network and be establishing relationships with introducers.




Key Responsibilities
As a Wealth Adviser with Isio Wealth Planning, you will support and drive our engagement and success through:
Collaborating with the colleagues across the business to further relationships and be introduced to their clients.
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.
Engaging your external network to support growing a book of clients.
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.
Ensuring all advice is compliant and meets the high standards that we are reputed for.

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 ideally through engagement with internal and external networks.


Provided a wide range of holistic advice to clients.


Willingness to work both independently and collaboratively with the team and wider business.


A solid 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.



Where is the role?
We are recruiting for Wealth Advisers primarily in Bristol, Birmingham, Leeds and Belfast.
We operate on a hybrid basis, offering you the opportunity to work both in the office and from home. The expectation would be 2 -3 days per week in the office.
As a business we believe in building strong communities amongst our employees - both across locations and teams, hosting regular team building, charity, and social events.





Demonstrated Commitment to our Core Purpose
Power in Partnership: We work in partnership with our clients & each other - building open and trusted relationships. Working together allows us to deliver the best for our clients.
Future Focus: We want to push our industry forward by solving problems in better ways that benefit both our clients & society.
Strength in Difference: We work with diverse perspectives to find better solutions. Working with differences makes us stronger.
People First: We recognise that pensions is a people business. People are the source of Isio's expertise and it is people's lives that we affect through our advice.


What we offer you
Isio is a people business, and we're committed to helping our great colleagues gain a wide variety of experience, significant development opportunities and progression through the business. The variety of work that'll be available to you will enable you to do this.
we offer Isio - Careers & Benefits.

About Isio
Isio was 'born' in 2020 from the sale of KPMG UK's Pension Practice to a private equity firm. An industry-leading challenger, we provide diverse expertise spanning Pensions, Investment, Benefits and Wealth to give clients an integrated experience.
Isio is built by challengers, innovators and forward-thinkers, grounded around a vision which strives to deliver greater financial confidence for everyone. We empower and develop those who join us - valuing curious minds and giving people the freedom to outperform. Known and respected for our agility, we harness specialist experience, bold thinking and the desire to push the boundaries of what we can achieve for our clients, from small to blue chip, public to private.
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 have offices across the UK and many of our roles offer a hybrid, flexible approach to work to help create 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 email hrrecruitment@ISIO.com

Department

Wealth Planning

Locations

Bristol, Leeds, Birmingham, Belfast

Remote status

Hybrid