Wealth Consultant

Isio; Greater London; Hybrid; GBP 40,000 - 80,000; Full time

Job summary

An innovative firm is seeking a qualified Financial Planner to join their dynamic Wealth Consultant team. This role involves providing exceptional financial advice and building strong client relationships while contributing to the growth of the business. With a focus on collaboration and community, you will have the chance to work both independently and as part of a team, ensuring that clients receive the highest standards of service. The company values diversity and inclusion, offering flexible working arrangements and a supportive environment for professional development. If you're ready to make a significant impact in the financial planning industry, this opportunity is for you.

Benefits

Competitive remuneration package

Bonus scheme

Defined contribution pension scheme

Life insurance

Healthcare benefits

Income protection benefits

25 days annual leave

Flexible working opportunities

Internal development programmes

Study support

Qualifications

• Qualified Financial Planner with at least 5 years of experience.
• Excellent financial planning and technical skills required.

Responsibilities

• Provide outstanding advice and service to clients.
• Network and engage with the Isio team in the local office.
• Ensure compliance with high standards of advice.

Skills

Financial Planning

Client Advisory

Networking

Compliance

Entrepreneurial Mindset

Technical Skills

Education

Chartered Financial Planner

5+ years of experience in Financial Planning

Job description

Wealth Consultant

We’re growing and want you to be a part of our journey.

Our Wealth Team

We provide clear and comprehensive advice to our clients to allow them to make informed decisions around their finances. This creates financial confidence in our clients in meeting their future goals and aspirations.

As a Financial Planner within The Wealth Consultant team, you will support in meeting the teams’ objectives of:

1. Providing exceptional advice and service to clients
2. Building our profile, reputation and engagement internally and externally
3. Supporting our continued growth as a business by advising and servicing both new and existing clients
4. Enhancing our integration into Isio as part of their proposition

What’s the role?

We’re looking for a qualified Financial Planner (ideally Chartered) with industry experience, with a curious and rigorous mindset, to join our team.

As a challenger in the industry, we are looking for individuals with excellent financial planning and technical skills, a commercial outlook and an entrepreneurial mindset.

Day to day, role and responsibilities include:

1. Providing outstanding advice and service to clients both through initial and ongoing advice
2. Networking and engaging with the Isio team in the local office
3. Ensuring Isio Wealth Planning is an established, credible and integrated part of the proposition
4. Continue to support the growth aspirations of the business through signing up new clients
5. Ensuring all advice is compliant and meets the high standards that we are reputed for

Where is the role?

We are recruiting for Financial Planners for a range of locations nationwide. We are currently recruiting for Isio offices located in Bristol, Edinburgh and Glasgow.

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.

Key skills and experience

We’re looking for new colleagues with the following skills and expertise:

1. Technically well qualified (Chartered status or near to being so), with at least 5 years’ experience as a Financial Planner and having provided a wide range of advice to a diverse range of clients.
2. Prepared to work both independently and collaboratively with the team and wider business.
3. You will have an established network of external firms who have introduced individuals to you, and ideally be a recognised individual in the local business community.
4. Have experience of building a set of clients through establishing and building an internal and external network.
5. Have a reputation of excellence in relation to both advice and service to clients.
6. Able to demonstrate the highest standards of Client advice and service.

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.

On top, we also offer:

1. A competitive remuneration package, including a bonus scheme.
2. A defined contribution pension scheme.
3. Life insurance.
4. Healthcare benefits.
5. Income protection benefits.
6. 25 days annual leave (plus bank holidays) as standard with the option to purchase additional days of holiday. As well as two additional ‘Company’ days – a celebration day for your birthday and an extra day over Christmas.
7. Corporate Social Responsibility (CSR) allowance.
8. Flexible working opportunities.
9. A flexible benefits package.
10. Internal development programmes including (technical and non-technical) training support and mentor programmes.
11. Where required study support including study days, materials and exam entry support.

What’s next?

Click on the ‘apply’ and follow the simple application process on-line.

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]

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.

Isio is growing and we are looking for people who share our purpose and behaviours to join us on this journey, as we continue driving exceptional results for both our clients and people.

We are committed to equality, diversity and inclusion – bringing your whole self to work every day. We have hubs across the UK and many of our roles are flexible in location 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.