At a Glance
- Tasks: Lead a team in delivering top-notch wealth advisory services and client relationship management.
- Company: Isio, a dynamic firm in Bristol focused on wealth planning and client success.
- Benefits: Competitive salary, professional development, and a supportive team environment.
- Other info: Join a forward-thinking company with opportunities for career advancement.
- Why this job: Make a real difference in clients' financial journeys while growing your leadership skills.
- Qualifications: Chartered Financial Planner status and extensive management experience required.
The predicted salary is between 60000 - 80000 £ per year.
Isio in Bristol is seeking a Regional Head of Wealth Advisory to lead the team in providing high-quality advice and services to clients. The ideal candidate will have extensive management experience, a strong background in wealth planning, and excellent interpersonal skills.
This role involves supporting the team’s growth, ensuring compliance, and managing client relationships effectively.
Candidates should have a Chartered Financial Planner status and a proven track record in the financial sector.
Regional Lead, Wealth Advisory & Growth in Bristol employer: Isio
Isio in Bristol is an exceptional employer, offering a dynamic work culture that prioritises employee development and collaboration. With a strong focus on providing high-quality wealth advisory services, employees benefit from ongoing training opportunities and a supportive environment that encourages professional growth. The company's commitment to compliance and client satisfaction ensures that team members can thrive while making a meaningful impact in the financial sector.
