Wealth Advisory - Regional Head

Overview

The Regional Head of Wealth Advisory will support and lead the team in providing exceptional advice and service to clients.

• 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 on‑going advice
• Leading in the building of the profile of Isio Wealth Planning and Isio in the region, 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 that adds value to both introducers and clients
• Ensuring all advice is compliant and meets the high standards we are reputed for
• Being responsible for the performance and management of the team
• Contributing to, and on occasion leading, key committee meetings, including the Investment Committee and the Operations Committee
• Working closely with the Training & Competency Manager to identify training and development needs and support the implementation of business plans across the team
• Collaborating with other service lines to encourage cross‑selling opportunities across mutual clients and professional connections
• Maintaining a strong presence of the Wealth service by attending national and local team meetings and representing the function within the wider business
• Working closely with the Operations Manager to ensure processes and change initiatives are effectively adopted, and supporting transitions and new developments

• Extensive management and leadership experience within the Wealth Planning Industry, backed by a curious and rigorous mindset
• Experience managing and developing a team of advisers in the financial planning sector
• Technical competence in financial planning, ideally Chartered Financial Planner, with extensive experience in a financial planning or wealth management business
• Ability to work both independently and collaboratively with the team and wider business
• Experience in business development and building an established network of external firms that introduced potential clients
• Demonstrated highest standards of client advice and service

We offer career development through an evolving client base, diverse and meaningful work, nationwide opportunities and a culture that rewards high performance and accountability. We support a hybrid, flexible approach to work that promotes work‑life balance.

Isio Group is an equal opportunities employer and welcomes applications from all suitably qualified candidates.