Wealth Consultant Manager

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

Our Wealth Team

We provide clear and comprehensive advice to our clients to allow them to make informed decisions around their finances. This creates financial confidence in our clients in meeting their future goals and aspirations.

As the Manager of the Wealth Consultant team, you will support in meeting the teams objectives of:

• Providing exceptional advice and service to clients
• Build our profile, reputation and engagement internally and externally
• Support our continued growth as a business through representing PWP both internally and externally facilitating new introductions to the Wealth Consultants
• Enhance our integration into Isio as part of their proposition

What’s the role?

As a challenger in the industry, we are looking for individuals with excellent financial planning, and technical skills, along with a commercial outlook and an entrepreneurial mindset.

Day to day, role and responsibilities include:

• Leading the team to meet our objectives of growth and integration within Isio
• Supporting the Financial Advisers in providing outstanding advice and service to clients both through initial and on-going advice
• Leading in the building of the profile of Premier Wealth Planning and Isio in the region and supporting the Financial Advisers in networking and engaging internally and externally
• Ensuring Premier Wealth Planning is an established, creditable and integrated part of the proposition in which we add value to both their introducers (in Isio and externally) and their clients
• Being responsible for the performance and management of the team.

Where is the role?

We are looking for a Wealth Consultant Manager to lead a team of Consultants principally based outside of the South East and in a range of locations nationwide. The role can be based in any one of our Isio offices located in Belfast, Birmingham, Bristol, Edinburgh, Glasgow, Leeds, Manchester and London.

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 strong communities amongst our employees – both across locations and teams, hosting regular team building, charity, and social events.

Key skills and experience

We’re looking for new colleagues, ideally with the following skills and expertise –You will have experience of leading and managing a team of advisers and be able to evidence your impact through growth of the business and establishment of a team culture. In addition -

• You will ideally have provided advice in the past, be technically competent (potentially Chartered Financial Planner) and have at least 5 years’ experience in a Financial Planning or Wealth Management business
• Be able to work both independently, and collaboratively with the team and indeed wider business
• You will have experience directly or indirectly of business development and building an established network of external firms who have introduced potential clients to you
• Be able to demonstrate the highest standards of Client advice and service.

Demonstrated Commitment 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’re committed 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.

On top, we also offer:

• A competitive remuneration package, including a bonus scheme.
• A defined contribution pension scheme.
• Life insurance.
• Healthcare benefits.
• Income protection benefits.
• 25 days annual leave (plus bank holidays) as standard with the option to purchase additional days of holiday. As well as two additional ‘Company’ days – a celebration day for your birthday and an extra day over Christmas.
• Corporate Social Responsibility (CSR) allowance.
• Flexible working opportunities.
• A flexible benefits package.
• Internal development programmes including (technical and non-technical) training support and mentor programmes.
• Where required study support including study days, materials and exam entry support.

What’s next?

Click on the ‘apply’ and follow the simple application process on-line.

If you think you may require a reasonable adjustment to be made for any reason at any stage of your recruitment process, please email hrrecruitment@ISIO.com

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.

Isio is growing and we are looking for people who share our purpose and behaviours to join us on this journey, as we continue driving exceptional results for both our clients and people.

We are committed to equality, diversity and inclusion – bringing your whole self to work every day. We have hubs across the UK and many of our roles are flexible in location to help create a work-life balance that works for you.

Isio Group is an equal opportunities employer and we welcome applications from all suitably qualified candidates