Senior Wealth Consultant

Responsibilities As a Senior Wealth Adviser with Isio Wealth Planning, you will support and drive our engagement and success through: Engaging your extensive external network to grow a book of clients. 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 by advising and servicing both new and existing clients. Building our profile, reputation and engagement both 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. Ensuring all advice isplaint and meets the high standards that we are reputed for. Key Skills & Experience Chartered status, with at least 5 years' experience as a Wealth Adviser. Proven ability to build and maintain a high-net-worth (HNW) client base through engagement with internal and external networks. Evidence of providing a wide range of holistic advice to clients. Willingness to work both independently and collaboratively with the team and wider business. You will have a well established network of external firms who have introduced individuals to you. 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 environment Where is the role? We are recruiting for Senior Wealth Advisers primarily in Bristol, Leeds, Birmingham and Belfast. 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 strongmunities amongst our employees - both across locations and teams, hosting regular team building, charity, and social events Demonstratedmitment 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'remitted 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 aremitted 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 wee 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 Department Wealth Planning Locations Bristol , Leeds , Birmingham , Belfast Job ID qkSjS6drES9W