At a Glance
- Tasks: Lead a dynamic team in delivering exceptional wealth planning advice and services to clients.
- Company: Join Isio Group, a forward-thinking firm with a strong reputation in wealth management.
- Benefits: Competitive salary, professional development, and a supportive work environment.
- Other info: Embrace a culture of collaboration and innovation with excellent career growth opportunities.
- Why this job: Make a real impact in the wealth planning industry while growing your leadership skills.
- Qualifications: Extensive experience in wealth planning and proven leadership abilities.
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. We are looking for individuals with excellent financial planning and technical skills, along with a commercial outlook and an entrepreneurial mindset.
What does the role entail?
- 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.
- 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 ongoing advice.
- Leading 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, credible 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.
- Contributing to and on occasion leading key committee meetings, including: 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.
- Work closely with the Training & Competency Manager to identify training and development needs, and to support the implementation of development and business plans across the team.
- Work collaboratively with other service lines to encourage cross-selling opportunities across mutual clients and professional connections.
- Maintain a strong presence of the Wealth service by attending national and local team meetings and representing the function within the wider business.
- Work closely with the Operations Manager to ensure processes and change initiatives are effectively adopted, and to support transitions and the implementation of new developments.
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.
- Provided 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.
We hold ourselves to the highest standards and our values guide how we advise our clients, how we operate as a business and how we work together as a team. We encourage our people to be bold, to communicate with conviction, and to deliver advice that matters.
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 ask us at hrrecruitment@ISIO.com.
Wealth Advisory - Regional Head Wealth Planning · in London employer: Isio
Isio Group is an exceptional employer that fosters a collaborative and innovative work culture, where employees are encouraged to be bold and deliver impactful advice. With a strong focus on professional development, the company offers extensive training opportunities and supports career growth within the Wealth Planning sector. Located in a vibrant region, Isio provides a dynamic environment for its team to thrive while building valuable networks and contributing to the firm's reputation for excellence.
StudySmarter Expert Advice🤫
We think this is how you could land Wealth Advisory - Regional Head Wealth Planning · in London
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Isio. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Wealth Advisory - Regional Head Wealth Planning · in London
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Isio.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Isio's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Isio
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Isio.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Isio will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Isio employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
