Senior Wealth Consultant in Edinburgh

Are you a seasoned Wealth Adviser with a passion for working with high-net-worth (HNW) individuals? We are expanding and want you to be a part of our journey as an industry-recognized leader in Wealth Advisory services.

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.

We’re looking for an experienced Chartered Financial Planner with a strong track record of having worked with high-net-worth (HNW) individuals. 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, with a network to match. You will have established relationships with introducers and be able to demonstrate a track record of growing a book of high-net-worth (HNW) clients.

Role and Responsibilities

• Engaging your extensive external network to grow a book of clients.
• Collaborating with the colleagues across the business to further relationships and be introduced to their clients.
• Providing exceptional advice and service to clients through both initial and ongoing engagements.
• Supporting our continued growth by advising and servicing both new and existing clients.
• Building our profile, reputation and engagement both internally and externally.
• Ensure Isio Wealth Planning is a credible and integrated part of our wider Isio proposition, adding value to both internal and external introducers and their clients.
• Contribute materially to the growth aspirations of the business.
• Ensuring all advice is compliant and meets the high standards that we are reputed for.

Key Skills & Experience

• Chartered status, with at least 5 years’ experience as a Wealth Adviser.
• Proven ability to build and maintain a high-net-worth (HNW) client base through engagement with internal and external networks.
• Evidence of providing a wide range of holistic advice to clients.
• Willingness to work both independently and collaboratively with the team and wider business.
• You will have a well established network of external firms who have introduced individuals to you.
• 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?

You can be based in any of our nationwide offices. We have a hybrid workstyle with an expectation of working a couple of days from home per week. 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.

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.