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

Are you an experienced Paraplanner with a passion for working with individuals? We are expanding and want you to be a part of our journey as an industry-recognised leader in Wealth Advisory services.

What’s the role?

We are looking for an experienced and self-motivated individual to work alongside a Consultant based out of Belfast to provide Paraplanning support.

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.

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.

Key Responsibilities

As a Wealth Paraplanner with Isio Wealth Planning, you will support and drive our engagement and success through:

• Working with a consultants, taking fact find, meeting notes and general guidance from the consultants to prepare reports/recommendations

• Ensure sufficient client information is obtained and analyse information gathered by the consultant and challenging advice where required

• Keep up-to-date with all relevant product, legislative and technical changes.

• Analysing client data and preparing cash flow plans

• Ensure relevant CPD is maintained and recorded accurately

• Undertake product, investment and market research and extensive experience of the full holistic suite of reports.

• Assist to develop, support and maintain processes

• Compliance with the FCA rules & regulations at all times

Where is the role?

We are recruiting for Wealth Paraplanner in Belfast to support establishing our Belfast hub where we will be focusing our virtual service for clients with less than £300k in investible assets.

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

• Holds CII level 4 Diploma or working towards qualification

• Previous experience within a Financial Planning Practice

• Ability to write clear and concise letters for clients

• Ability to prioritise work and complete work within specified timeframes

• Excellent attention to detail

• Positive ‘can do’ attitude

• High level of technical knowledge

• Excellent verbal and written communication

• Experienced with Microsoft Office software

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