Senior Wealth Consultant – HNW and Professional Partnerships

Isio; Birmingham; Hybrid; GBP 50,000 - 80,000; Full time

Job summary

Join a growing national firm as a Senior Wealth Consultant, where you'll leverage your financial planning and consultancy expertise to provide holistic advice to high-net-worth clients. Engage with a network of professionals and contribute to the firm's significant growth while benefiting from extensive development opportunities in an inclusive environment.

Benefits

Wide variety of experience

Significant development opportunities

Flexible approach to work

Qualifications

• Extensive experience as a Wealth Adviser required.
• Proven ability to build and maintain a HNW client base.
• Prepared to work both independently and collaboratively.

Responsibilities

• Engaging with a network of accountancy and legal firms.
• Providing exceptional advice to clients.
• Supporting growth by advising new and existing clients.

Skills

Financial planning

Wealth consulting

Technical skills

Commercial outlook

Entrepreneurial mindset

Client engagement

Education

Chartered status

Job description

Senior Wealth Consultant – HNW and Professional Partnerships

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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, andbelieve 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.

Role and Responsibilities

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.

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 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 anestablished 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.

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.

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. 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 [e-mail]

Seniority level

• Seniority level

  Not Applicable

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance and Sales

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