At a Glance
- Tasks: Lead a team to provide exceptional wealth advisory services and drive business growth.
- Company: Isio Group, a challenger in the wealth planning industry with a strong reputation.
- Benefits: Competitive salary, professional development, and a dynamic work environment.
- Other info: Join a diverse team committed to excellence and innovation in financial advice.
- Why this job: Make a real impact in wealth management while leading a passionate team.
- Qualifications: Extensive leadership experience in wealth planning and a strong client service focus.
The predicted salary is between 80000 - 100000 £ per year.
The Regional Head of Wealth Advisory will support and lead the team in providing exceptional advice and service to clients. Building our profile, reputation and engagement internally and externally. Supporting our continued growth as a business through advising and servicing both new and existing clients.
As a challenger in the industry, we are looking for individuals with excellent financial planning, technical skills, a commercial outlook and an entrepreneurial mindset.
What does the role entail?
- Leading the team to meet our objectives of growth.
- 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 Isio Wealth Planning and Isio in the region and supporting the Financial Advisers in networking and engaging internally and externally.
- Ensuring Isio 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.
- Ensuring all advice is compliant and meets the high standards that we are reputed for.
- Being responsible for the performance and management of the team.
- Contribute to, and on occasion lead, key committee meetings.
Committees:
- Investment Committee – governing, defining and evolving the firm’s investment proposition and philosophy.
- Operations Committee – reviewing processes, identifying risks, and proposing high-level solutions to optimise efficiency.
What we’re looking for?
- Extensive management and leadership experience within the Wealth Planning Industry, backed up with a curious and rigorous mindset.
- Experience managing and developing a team of advisers in the financial planning sector.
- Experience providing advice in the past, be technically competent (ideally Chartered Financial Planner) and have extensive experience in a Financial Planning or Wealth Management business.
- Ability to work both independently and collaboratively with the team and indeed wider business.
- Experience directly or indirectly of business development and building an established network of external firms who have introduced potential clients to you.
- Demonstrate the highest standards of client advice and service.
Isio Group is an equal opportunities employer, and we welcome applications from all suitably qualified candidates.
Wealth Advisory - Regional Head in Bristol employer: Isio
Isio Group is an exceptional employer that fosters a dynamic and inclusive work culture, where innovation and collaboration are at the forefront. As the Regional Head of Wealth Advisory, you will not only lead a talented team but also have access to extensive professional development opportunities, ensuring your growth in the wealth planning industry. Located in a vibrant region, Isio offers a unique chance to make a significant impact while enjoying a supportive environment that values both personal and professional achievements.
