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- Tasks: Deliver remote financial planning services and build long-term client relationships.
- Company: Isio is a dynamic wealth advisory firm born from KPMG and Deloitte, focused on innovative solutions.
- Benefits: Enjoy hybrid working, professional development opportunities, and a supportive team culture.
- Why this job: Join a forward-thinking team redefining wealth management with a focus on client-centric solutions.
- Qualifications: Chartered status or working towards it, with at least 3 years of experience in wealth advising.
- Other info: Embrace a flexible work-life balance while contributing to a diverse and inclusive workplace.
The predicted salary is between 36000 - 60000 £ per year.
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We’re growing and want you to be a part of our journey.
We are Seeking an Experienced CharteredFinancial 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 pioneerremote 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 haveChartered status or working towards, with at least 3 years experience as a Wealth Adviser.
- Experience of providinga wide range of holistic advice to clients.
- Be prepared to work both independently and collaboratively with the team and wider business.
- Evidence of deliveringcomprehensive 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
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Consultant - Financial Advisor employer: Isio
Contact Detail:
Isio Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Consultant - Financial Advisor
✨Tip Number 1
Familiarise yourself with Isio's unique approach to wealth management. Understanding their emphasis on client-centric solutions and remote advisory strategies will help you align your experience with their values during discussions.
✨Tip Number 2
Network with current or former employees of Isio to gain insights into the company culture and expectations. This can provide you with valuable information that can be used to tailor your conversations during interviews.
✨Tip Number 3
Prepare to discuss your experience with digital platforms and remote client engagement. Highlight specific examples where you've successfully maintained client relationships and delivered financial advice through virtual channels.
✨Tip Number 4
Showcase your entrepreneurial mindset by discussing any initiatives you've taken in previous roles to enhance client service or improve processes. Isio values forward-thinking individuals who can contribute to their growth aspirations.
We think you need these skills to ace Consultant - Financial Advisor
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience as a Chartered Financial Planner or your progress towards chartered status. Emphasise your track record in delivering remote financial planning services and your ability to build long-term client relationships.
Craft a Compelling Cover Letter: In your cover letter, express your passion for redefining accessibility in wealth management. Mention specific examples of how you've provided holistic advice and adapted strategies to meet clients' evolving needs.
Showcase Relevant Skills: Clearly outline your skills in using CRM and planning tools, as well as your experience with digital engagement. Highlight any entrepreneurial mindset and commercial outlook that aligns with Isio's values.
Demonstrate Cultural Fit: Research Isio's core values and incorporate them into your application. Show how your approach to client relationships and teamwork aligns with their commitment to partnership, diversity, and people-first principles.
How to prepare for a job interview at Isio
✨Showcase Your Remote Advisory Skills
Since the role focuses on delivering financial planning services remotely, be prepared to discuss your experience with digital communication tools. Highlight specific examples of how you've successfully engaged clients through video calls or online platforms.
✨Demonstrate Client-Centric Thinking
Isio values a client-centric approach, so come ready to share how you've tailored your advice to meet individual client needs. Discuss any strategies you've implemented to maintain long-term relationships and adapt to changing client goals.
✨Emphasise Your Holistic Advice Experience
The role requires providing comprehensive financial advice. Be sure to illustrate your ability to deliver holistic solutions by sharing case studies or scenarios where you addressed multiple aspects of a client's financial situation.
✨Prepare for Collaborative Scenarios
Collaboration is key in this role, so think of examples where you've worked with internal teams to enhance client experiences. Be ready to discuss how you ensure seamless service delivery while maintaining high standards of compliance.