Hybrid Wealth Advisory Regional Leader in Edinburgh

Hybrid Wealth Advisory Regional Leader in Edinburgh

Edinburgh Full-Time 60000 - 80000 Β£ / year (est.) No working from home possible
Isio

At a Glance

  • Tasks: Lead a team to provide top-notch finance advice and drive client engagement.
  • Company: Isio, a forward-thinking firm with a focus on wealth advisory.
  • Benefits: Hybrid work culture, promoting work-life balance and career growth.
  • Other info: Join a collaborative environment that values innovation and client service.
  • Why this job: Make a real impact in wealth planning while leading a dynamic team.
  • Qualifications: Extensive management experience in wealth planning and strong business development skills.

The predicted salary is between 60000 - 80000 Β£ per year.

Isio is seeking a Regional Head of Wealth Advisory in Edinburgh to lead a team in providing exceptional finance-related advice. Responsibilities include building the firm's profile, ensuring high-standard client service, and driving growth through both existing and new client engagement.

The ideal candidate will have extensive management experience in wealth planning, work collaboratively, and possess strong business development capabilities. Isio promotes a hybrid work culture that encourages work-life balance.

Hybrid Wealth Advisory Regional Leader in Edinburgh employer: Isio

Isio is an exceptional employer that values work-life balance and fosters a collaborative environment in the heart of Edinburgh. With a strong focus on employee growth and development, Isio offers unique opportunities for career advancement while providing top-tier financial advisory services. Join a team that prioritises high standards of client service and encourages innovative thinking to drive success.

Isio

Contact Details:

Isio Recruitment Team

We think you need these skills to ace Hybrid Wealth Advisory Regional Leader in Edinburgh

Management Experience
Wealth Planning
Client Service Excellence
Business Development
Team Leadership
Collaboration Skills
Growth Strategy