Wealth Advisory - Regional Head

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

As a challenger in the industry, we are looking for individuals with excellent financial planning
, technical skills
, a commercial outlook and an entrepreneurial mindset
.

• 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 and supporting the Financial Advisers in networking and engaging internally and externally
• Ensuring Isio Wealth Planning is an established, creditable 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 complaint and meets the high standards that we are reputed for
• Being responsible for the performance and management of the team Contribute to, and on occasion lead, key committee meetings

Committees:

• 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

• 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
• Experience providing 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

Isio Group is an equal opportunities employer, and we welcome applications from all suitably qualified candidates.