Overview

Responsibilities: As a consultant with Isio Wealth Planning, you will support and drive our engagement and success through delivering comprehensive financial planning services remotely via video, phone, and digital platforms, maintaining regular contact with clients to review goals and adapt strategies, and ensuring ongoing alignment with their financial objectives.

Responsibilities

• Deliver comprehensive financial planning services remotely via video, phone, and digital platforms.
• Maintain regular contact with clients to review goals, adapt strategies, and ensure ongoing alignment with their financial objectives.
• Collaborate with internal teams to ensure seamless digital client experiences and efficient service delivery.
• Use CRM and planning tools to track client progress and document advice.
• Support client acquisition through digital engagement.
• Provide exceptional advice and service to clients through both initial and ongoing engagements.
• Support continued business growth by advising and servicing both new and existing clients and contributing to growth aspirations.
• Maintain compliance and uphold the high standards Isio is reputed for.

Key Skills & Experience

• You will have Chartered status or be working towards it, with at least 3 years experience as a Wealth Adviser.
• Experience of providing a wide range of holistic advice to clients.
• Be prepared to work both independently and collaboratively with the team and wider business.
• Evidence of delivering comprehensive financial planning services remotely via video, phone, and digital platforms.
• Demonstrated ability to maintain regular contact with clients to review goals, adapt strategies, and ensure ongoing alignment with their financial objectives.
• Confident in the use of CRM and planning tools to track client progress and document advice.
• Experience of supporting client acquisition through digital engagement and referrals from internal and external partners.
• Proactively seek out and identify new business opportunities and client referrals.
• Have a strong reputation of excellence in client advice and service.
• Possess the ability and presence to establish credibility, confidence, gravitas, and trust in both one-on-one situations and group environments.

Location & Working Pattern

Where is the role? We are recruiting for a consultant primarily in London and Croydon area. We operate on a hybrid basis, with a blend of working in the office 3 days a week and remainder remotely. This is a desk-based role. While you may occasionally attend team events or client meetings in person, the core delivery model is virtual, enabling flexibility and nationwide client reach.

About Isio

As a business we believe in building strong communities amongst our employees—across locations and teams—hosting regular team building, charity, and social events. We emphasise our Core Purposes and values: Power in Partnership, Future Focus, Strength in Difference, and People First. Isio is an equal opportunities employer and welcomes applications from all suitably qualified candidates. If you think you may require a reasonable adjustment during recruitment, please email.

What we offer

Isio is a people business, offering a wide variety of experience, development opportunities, and progression. You can find out more about Isio and the benefits we offer here: Isio - Careers & Benefits.

Details

Department: Wealth Planning; Locations: London, Croydon; Remote status: Hybrid; Job ID: rlrzVQLl3ayq