Overview

Join to apply for the Senior Wealth Consultant role at Isio.

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 part of our journey as an industry-recognized leader in Wealth Advisory services.

About Isio

Isio was born in 2020 from the sale of KPMG UK’s Pension Practice to a private equity firm. We are a challenger firm providing expertise across Pensions, Investment, Benefits and Wealth to deliver integrated client experiences. We foster an inclusive, equitable and diverse workplace and uphold respect, fairness and inclusion. We have offices across the UK with a hybrid, flexible approach to work.

What’s the role?

We’re looking for an experienced Chartered Financial Planner with a strong track record of working with high-net-worth clients. You will have established relationships with introducers and be able to demonstrate a track record of growing a book of HNW clients. The role requires a commercial outlook and an entrepreneurial mindset, with a network to match.

You will work as a Senior Wealth Adviser with Isio Wealth Planning to support and drive engagement and success.

Responsibilities

• Engaging your external network to grow a book of clients.
• Collaborating with colleagues across the business to deepen relationships and gain client introductions.
• Providing exceptional advice and service to clients through initial and ongoing engagements.
• Advising and servicing both new and existing clients to support growth.
• Building Isio Wealth Planning’s profile and engagement both internally and externally.
• Ensuring Isio Wealth Planning is a credible, integrated part of the wider Isio proposition and adds value to internal and external introducers and their clients.
• Contributing to the growth aspirations of the business.
• Ensuring all advice is compliant and meets high standards.

Key Skills & Experience

• Chartered status, with at least 5 years’ experience as a Wealth Adviser.
• Proven ability to build and maintain an HNW client base through internal and external networks.
• Experience delivering holistic, wide-ranging financial advice.
• Ability to work independently and collaboratively with the team.
• Well-established external introducer network.
• Strong reputation for client excellence and service.
• Presence and credibility in one-on-one and group settings.

Location and Working Style

You can be based in any nationwide Isio office. We operate a hybrid model with a couple of days from home per week.

Core Values

• Power in Partnership: Building open, trusted relationships with clients and colleagues.
• Future Focus: Pushing the industry forward to benefit clients and society.
• Strength in Difference: Valuing diverse perspectives to find better solutions.
• People First: Pensions is a people business; people’s lives are affected by our advice.

What we offer you

Isio is a people business, offering development opportunities and progression. The variety of work will enable you to grow within the business.

You can learn more about Isio and the benefits we offer here: Isio - Careers & Benefits.

About Isio (continued)

We provide diverse expertise spanning Pensions, Investment, Benefits and Wealth to deliver integrated client experiences. We are a growing, inclusive employer committed to creating a supportive environment and delivering high-quality advice.

EEO and contact

Isio Group is an equal opportunities employer. If you require a reasonable adjustment in the recruitment process, please email hrrecruitment@isio.com.

Seniority level: Mid-Senior level

Employment type: Full-time

Job function: Consulting