Isio is seeking an experienced Financial Planner to join their Wealth Team. The ideal candidate will provide comprehensive financial advice to clients, support business growth, and contribute to the company's mission of delivering financial confidence. This role requires a qualified professional with strong technical skills and an entrepreneurial mindset.
Primary responsibilities include providing outstanding client advice, networking within Isio, supporting business growth objectives, signing new clients, and ensuring all financial advice meets high professional standards.
Required experience includes being a Chartered Financial Planner with at least 5 years of experience, demonstrating technical expertise in financial planning, having an established professional network, and the ability to provide diverse financial advice to a wide range of clients.
Isio offers a competitive package including a bonus scheme, defined contribution pension, life insurance, healthcare benefits, 25 days annual leave, flexible working, internal development programs, and study support. The role provides significant opportunities for professional growth and development within a dynamic, forward-thinking organization.
