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- Tasks: Engage with clients, provide exceptional financial advice, and build strong relationships.
- Company: Isio is a dynamic firm revolutionising wealth management with innovative solutions.
- Benefits: Enjoy flexible working options, professional development, and a supportive team culture.
- Why this job: Join a forward-thinking company that values diversity and empowers you to excel.
- Qualifications: Chartered status and experience in wealth advising with a strong client network required.
- Other info: Hybrid work model available, promoting a healthy work-life balance.
The predicted salary is between 43200 - 72000 £ per year.
Senior Wealth Consultant – HNW and Professional Partnerships
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Senior Wealth Consultant – HNW and Professional Partnerships
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Senior Wealth Consultant – HNW and Professional Partnerships
Our legacy gives us a deep understanding and unique insight in Professional Partnerships and the needs and requirements of their Partners. 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.
We are a national firm of Wealth Advisers, and 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.
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.
We are recruiting for Wealth Advisers primarily in London, Birmingham, Manchester, Glasgow, Edinburgh, Leeds and Bristol.
Role and Responsibilities
As a Wealth Adviser with Isio Wealth Planning, you will support and drive our engagement and success through:
- Engaging your extensive network of contacts including Accountancy and Legal firms.
- Collaborate with the colleagues across the business to further relationships.
- 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.
- Building our profile, reputation and engagement 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.
- Maintain compliance and uphold the high standards we are reputed for.
- Act as a financial coach and offer mentorship to sophisticated high net worth clients.
Key Skills & Experience
- Chartered status, with extensive experience as a Wealth Adviser.
- Proven ability to build and maintain a HNW client base through engagement with the Accountancy and Law Practices and wider networks.
- Provided a wide range of holistic advice to clients.
- Prepared to work both independently and collaboratively with the team and wider business.
- Have an established network of external firms who have introduced individuals to you and ideally be a recognised individual in the Professionals community.
- Have a strong reputation of excellence in client advice and service.
- Possesses the ability and presence to establish credibility, confidence, gravitas, and trust in both one-on-one situations and group environments.
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
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Senior Wealth Consultant – HNW and Professional Partnerships employer: Isio
Contact Detail:
Isio Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior Wealth Consultant – HNW and Professional Partnerships
✨Tip Number 1
Network, network, network! Since the role requires engaging with Accountancy and Legal firms, make sure to attend industry events and seminars where you can meet potential contacts. Building relationships in these circles can significantly boost your chances of landing the job.
✨Tip Number 2
Showcase your expertise by sharing insights on platforms like LinkedIn. Write articles or posts about trends in wealth management or financial planning. This not only demonstrates your knowledge but also helps you connect with others in the industry, making you a more attractive candidate.
✨Tip Number 3
Prepare for interviews by familiarising yourself with Isio's values and mission. Understand their approach to client relationships and how they differentiate themselves in the market. Being able to articulate how your experience aligns with their goals will set you apart from other candidates.
✨Tip Number 4
Consider reaching out to current employees at Isio for informational interviews. This can provide you with insider knowledge about the company culture and expectations, and it shows your genuine interest in the role. Plus, it could lead to a referral, which can greatly enhance your application.
We think you need these skills to ace Senior Wealth Consultant – HNW and Professional Partnerships
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience as a Wealth Adviser, particularly focusing on your ability to build and maintain a high net worth client base. Use specific examples that demonstrate your success in engaging with accountancy and legal firms.
Craft a Compelling Cover Letter: In your cover letter, express your passion for wealth consulting and how your entrepreneurial mindset aligns with Isio's vision. Mention your established network and how it can contribute to the company's growth aspirations.
Showcase Relevant Skills: Clearly outline your technical skills and financial planning expertise in your application. Highlight any chartered status and your reputation for excellence in client advice and service, as these are key attributes for the role.
Demonstrate Cultural Fit: Reflect on Isio's core values in your application. Discuss how you embody principles like 'Power in Partnership' and 'People First', and provide examples of how you've worked collaboratively to achieve client success.
How to prepare for a job interview at Isio
✨Showcase Your Network
As a Senior Wealth Consultant, your ability to engage with a network of contacts is crucial. Be prepared to discuss how you've built and maintained relationships with Accountancy and Legal firms, and share specific examples of how these connections have benefited your clients.
✨Demonstrate Holistic Advice Skills
Highlight your experience in providing comprehensive financial advice. Prepare to discuss case studies where you successfully delivered holistic solutions to high net worth clients, showcasing your technical skills and understanding of complex planning.
✨Emphasise Your Entrepreneurial Mindset
Isio is looking for candidates with an entrepreneurial spirit. Be ready to talk about instances where you've identified opportunities for growth or innovation within your previous roles, and how you can contribute to Isio's aspirations.
✨Align with Company Values
Familiarise yourself with Isio's core values such as 'Power in Partnership' and 'People First'. During the interview, express how your personal values align with theirs and provide examples of how you've embodied these principles in your professional life.