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Consultant - Isio Wealth Planning
Isio Wealth Planning is seeking a Consultant to advise individual clients 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
1. This role will have a 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.
2. As a consultant, you will also be a point of contact for individual clients (and prospective clients) when Isio Wealth Planning is appointed to large scale projects or when appointed by Corporate or Trustee Clients to advise their employees/members.
3. You will act as an adviser, managing the affairs of a number of clients who require retirement planning. In addition, you will, where required, provide holistic advice to clients, or where the clients' circumstances are more complex, refer them to 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 work style, with the expectation to be in the office 3 days a week.
Qualifications and Requirements:
Essential
* 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 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 processes, 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.
Demonstrated Commitment to our Core Purpose
* Power in Partnership: We work in partnership with our clients & each other – building open and trusted relationships.
* 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.
* People First: We recognise that pensions is a people business.
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.
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.
* 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.
What’s next?
Click on the ‘apply’ and follow the simple application process online.
If you think you may require a reasonable adjustment to be made for any reason at any stage of your recruitment process, please email hrrecruitment@ISIO.com.
About Isio
Isio was ‘born’ in 2020 from the sale of KPMG UK’s Pension Practice to a private equity firm. We provide diverse expertise spanning Pensions, Investment, Benefits, and Wealth.
Isio is built by challengers, innovators, and forward-thinkers, grounded around a vision which strives to deliver greater financial confidence for everyone.
We are committed to equality, diversity and inclusion – bringing your whole self to work every day.
Isio Group is an equal opportunities employer and we welcome applications from all suitably qualified candidates.
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