Wealth Consultant

Isio; Leeds; Hybrid; GBP 50,000 - 70,000; Full time

Benefits offered by this job

Career development opportunities

Flexible work-life balance

Team building and social events

Job summary

A leading wealth advisory firm in the UK is seeking an experienced Wealth Adviser to work with high-net-worth individuals. This role offers a hybrid workstyle and opportunities for career development. Ideal candidates will be Chartered Financial Planners or working toward Chartered status with at least 3 years of experience. Responsibilities include providing exceptional advice, building client relationships, and contributing to the firm's growth. The firm emphasizes strong community among employees and invests in training and development.

Qualifications

• At least 3 years’ experience as a Wealth Adviser.
• Proven ability to build and maintain a client base.
• Experience providing a wide range of holistic advice to clients.
• Willingness to work both independently and collaboratively.

Responsibilities

• Collaborate with colleagues to further client relationships.
• Provide exceptional advice and service to clients.
• Support business growth by servicing new and existing clients.
• Build profile and reputation internally and externally.

Skills

Financial planning

Wealth consulting

Technical skills

Commercial outlook

Entrepreneurial mindset

Client engagement

Education

Chartered Status (or working towards it)

Job description

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.

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.

What does the role entail?

• 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.

What we're looking for:

• 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?

You can be based in any of our nationwide offices. We have a hybrid workstyle with an expectation of working a couple of days from home per week. 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.

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.

About Isio

Isio is a progressive 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 [e-mail].