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

We are Seeking an Experienced Chartered Financial Planner (or working towards chartered status) to help drive growth and shape client-centric solutions in a dynamic remote advisory environment.

As part of our strategic expansion, we’re strengthening our independent advisory approach with a dedicated remote service tailored to modern client lifestyles. We need a Chartered Financial Planner with proven expertise to pioneer remote advisory strategies that deliver flexibility without compromising on personalised service.

This role is ideal for a forward-thinking planner passionate about redefining accessibility in wealth management while upholding the highest standards of independence.

About Isio Wealth Planning 

Born from KPMG and Deloitte, this legacy gives us a deep understanding and unique insight into working with wealthy individuals. 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.

Position Overview

We’re looking for a Chartered Financial Planner (or working towards chartered status), with a strong track record of delivering remote, ongoing financial planning services to individuals. This role is desk-based and focused on building long-term client relationships through digital channels, providing proactive, holistic advice that evolves with clients’ needs.

You will take ownership of an established client book, delivering ongoing service and support while proactively identifying new opportunities to enhance our clients’ financial outcomes.

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.

Role and 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, adapt strategies, and ensure ongoing alignment with their financial objectives.
• Collaborating with internal teams to ensure seamless digital client experiences and efficient service delivery.
• Using CRM and planning tools to track client progress and document advice.
• Supporting client acquisition through digital engagement.
• Providing exceptional advice and service to clients through both initial and ongoing engagements.
• Supporting our continued growth as a business by advising and servicing both new and existing clients
• Contribute materially to the growth aspirations of the business.
• Maintain compliance and uphold the high standards we are reputed for.

Key Skills & Experience

• You will have Chartered status or working towards, 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.
• Comfortable with collaborating with internal teams to ensure seamless digital client experiences and efficient service delivery.
• 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.

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.

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.

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.

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 are committed 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 welcome 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 hrrecruitment@ISIO.com