Consultant - Isio Wealth Planning

Isio Wealth Planning is seeking a Consultant to advise individual clients of Isio Wealth Planning on their retirement planning and wider financial planning needs. This is an exciting time within our business as we expand and seek new market opportunities, we are therefore looking for someone who is adaptable and can develop alongside our proposition. Role and Responsibilities This role will have primary focus on advising members of defined benefit and defined contribution pension plans with their retirement and helping them on an ongoing basis where appropriate. The successful applicant must be confident in speaking to members and dealing with their queries and will also enjoy providing guidance and presentations. As a consultant, you will also be a point of contact for individual clients (and prospective clients) when Isio Wealth Planning are appointed to large scale projects or when appointed by Corporate or Trustee Clients, to advise their employees / members. You will act as an adviser, advising and managing the affairs of a number of clients who require retirement planning. In addition, you will either, where required, provide holistic advice to those clients or, where the clients circumstances are more complex, refer them onto Senior Consultants. This position is ideally suited to a consultant with a pensions background who has the relevant qualifications to meet FCA advisory requirements, looking for a hybrid workstyle, with the expectation to be in the office 3 days a week.

• Level 4 qualification ideally from CII/PFS.
• AF7, G60 or equivalent qualification.
• At least 3 years of experience working in the pensions industry.
• Understanding of Defined Benefit transfers and Pension Freedoms.
• Good IT based experience, including MS Word, Excel and PowerPoint.
• Use of Intelligent Office CRM system.
• Use of report writing technology or previous report writing skills.
• The ability to think objectively and without external influence, making important decisions that positively impact on client financial decisions.
• Ability to manage stakeholders internally and externally, with good communication skills.
• Excellent organisational skills with great attention to detail.
• Good influencing and negotiating skills.
• Commercial awareness and sound judgement with a willingness to learn.
• Good knowledge of financial planning process, including client fact finding and understanding of financial products and when to use these.
• Ability to be flexible and travel as required between offices.
Desirable
• Experience of providing regulated advice.
• Chartered or prepared to study to become Chartered.
• Good knowledge of the investment markets.
• Use of research tools including "Selectapension" and other research tools available from the internet and via providers., 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.
  
  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. Isio is growing and we are looking for people who share our purpose and behaviours to join us on this journey, as we continue driving exceptional results for both our clients and people. We are committed to equality, diversity and inclusion - bringing your whole self to work every day. We have hubs across the UK and many of our roles are flexible in location 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.


• 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. On top, we also offer:
• A competitive remuneration package, including a bonus scheme.
• A defined contribution pension scheme.
• Life insurance.
• Healthcare benefits.
• Income protection benefits.
• 25 days annual leave (plus bank holidays) as standard with the option to purchase additional days of holiday. As well as two additional 'Company' days - a celebration day for your birthday and an extra day over Christmas.
• Corporate Social Responsibility (CSR) allowance
• Flexible working opportunities.
• A flexible benefits package.
• Internal development programmes including (technical and non-technical) training support and mentor programmes.
• Where required study support including study days, materials and exam entry support.