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⏰ Full-time

Wealth Consultant

Isio
Location πŸ“ leeds, United-Kingdom
Posted πŸ“… June 08, 2026
Work Type ⏰ Full-time

Position Overview

Are you a seasoned Wealth Adviser with a passion for working with high-net-worth (HNW) individuals? We are expanding and want you to be a part of our journey as an industry-recognized leader in Wealth Advisory services.

We’re looking for an experienced Chartered Financial Planner (or working toward Chartered status) with a strong track record of having worked with High Net Worth (HNW) individuals.

As a challenger in the industry, we are looking for individuals with excellent financial planning, wealth consulting and technical skills, a commercial outlook and an entrepreneurial mindset . You will have started to have built a network and be establishing relationships with introducers.

What does the role entail?

  • Collaborating with the colleagues across the business to further relationships and be introduced to their clients.
  • Providing exceptional advice and service to clients through both initia...

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Job Details

⏰
Employment Type
Full-time
πŸ“Š
Category
Consulting
🏠
Work Arrangement
On-site
πŸ“
Location
leeds, United-Kingdom