Regional Wealth Advisory Leader

Regional Wealth Advisory Leader

Full-Time No working from home possible
Isio

Isio is seeking a Regional Head of Wealth Advisory to lead their team in providing exceptional advice and service to clients across the UK. The role involves driving growth, ensuring compliance in client advice, and managing adviser performance while supporting Financial Advisers in delivering quality service.

The ideal candidate will possess extensive leadership experience in the Wealth Planning sector and demonstrate a commitment to high client service standards. A Chartered Financial Planner status is preferred.

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Regional Wealth Advisory Leader employer: Isio

Isio is an exceptional employer, offering a dynamic work environment in Edinburgh where Senior Defined Benefit Pensions Administrators can thrive. With a competitive salary and market-leading bonus scheme, employees benefit from a strong focus on professional development and a supportive culture that encourages mentorship and collaboration among team members.

Isio

Contact Details:

Isio Recruitment Team