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

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.

About Us

Born from KPMG, Deloitte and Premier Benefit Solutions, we are building a proposition that is unique and compelling to disrupt the incumbent advisers in this space, through quality of Wealth Advisers, service and proposition.

This builds on our heritage in complex planning including pensions, and has provided us with a strong foundation to excel in delivering clear, comprehensive and holistic advice to our clients.

As a national firm of Wealth Advisers, we believe that individuals deserve a better alternative to the current status quo. In doing so we will allow clients to make better informed decisions around their finances delivering financial confidence in meeting their future goals and aspirations.

What's the role?

We're looking for an experienced Chartered Financial Planner 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 , with a network to match.

You will have established relationships with introducers and be able to demonstrate a track record of growing a book of high-net-worth (HNW) clients.

Role and 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 is complaint and meets the high standards that we are reputed for.

• 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

• 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.

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