Isio

About the Company

Isio was ‘born’ in 2020, and we’ve been challenging existing thinking on pensions, benefits and investment advice ever since. That’s because we know that only by improving on what’s been accepted in the past can we provide the financial confidence our clients deserve.

We provide companies, trustees and individuals with the highest levels of expertise across actuarial and consultancy, investment advisory, pensions administration, reward and benefits and wealth planning.

Our heritage gives us a unique edge. Decades of experience combined with the independence we enjoy today, enables us to be agile and invest quickly in innovative new solutions that bring better outcomes for our clients and society.

Listed Jobs

Company Name

Isio

Job Title

Business Development - Regional Head

Job Description

**Job Title:** Business Development Regional Head **Role Summary:** Lead the growth of investment‑management solutions in the UK, driving new business with financial advisers while maintaining compliance and delivering superior client service. **Expectations:** - Achieve set sales and AUM growth targets. - Maintain full compliance with FCA and other regulatory standards. - Build and sustain a robust pipeline of adviser relationships and cross‑sell opportunities. **Key Responsibilities:** - Identify and develop opportunities to distribute DFM services to UK financial advisers. - Build and maintain a pipeline of prospective client firms through networking and strategic outreach. - Nurture long‑term relationships with intermediary firms, supporting their investment proposition delivery. - Develop and execute sales strategies to meet revenue targets. - Use data‑driven insights to tailor sales approaches. - Contribute to marketing strategy implementation and raise brand profile across events, seminars, CPD, LinkedIn, etc. - Collaborate with internal teams (Private Wealth, pensions, consulting) to cross‑sell services. - Stay updated on market trends, macro events, regulatory changes, and competitor activity. - Provide market and client insights to inform proposition development. - Ensure complete record‑keeping and adviser due diligence in compliance with regulatory requirements. **Required Skills:** - Proven sales, negotiation, and deal‑closing record in DFM, fund management, or wealth‑management sales. - Client‑centric mindset with strong interpersonal and trust‑building abilities. - Proactiveness, self‑starter attitude, high motivation, articulate presentation skills. - Deep understanding of wealth‑management products, investment options, and financial planning. - Commercial acumen and ability to capitalize on profitable opportunities. - Familiarity with UK financial regulations, including FCA standards. - Team collaboration skills for cross‑functional delivery. - Strong IT proficiency: CRM systems, financial planning tools. **Required Education & Certifications:** - Minimum bachelor’s degree in finance, business, economics, or related field. - Preferred professional qualifications: CISI Wealth Management, CII Diploma in Financial Planning, or equivalent.

England, United kingdom

Hybrid

01-12-2025

Company Name

Isio

Job Title

Executive Assistant / Office Manager

Job Description

**Job Title:** Executive Assistant / Office Manager **Role Summary:** Provide high‑level executive support to Partners and Directors while managing day‑to‑day office operations, including diary management, travel, event coordination, and office environment upkeep. **Expectations:** - Deliver reliable, proactive assistance to senior leaders. - Maintain a professional, secure, and efficient office setting. - Exhibit discretion with confidential information. - Communicate effectively across all organizational levels. **Key Responsibilities:** *Executive Assistant Duties* - Manage multiple diaries, scheduling internal and external meetings, handling conflicts, and preparing pre‑meeting documents. - Coordinate travel arrangements, update calendars, and submit expense reports. - Draft reports, presentations, and other materials, ensuring brand compliance and deadlines. - Organise inboxes, prioritise emails, and follow up on key deadlines. - Support events and stakeholder engagements. - Handle confidential communications and switchboard calls. - Provide backup support to other EAs during absences. *Office Management Duties* - Collaborate with Office Head to ensure a welcoming office environment and effective communications. - Plan and execute internal and external events. - Enforce office processes, policies, and compliance, escalating issues as required. - Monitor and control office budgets, credit card expenses, and supplies. - Manage office security, annual audits, and contractor services, ensuring health & safety compliance. - Act as on‑site Audio‑Visual equipment expert, providing basic IT presentation support and liaising with IT. - Handle mail delivery, administrative tasks, and cover Office Manager duties when needed. - Continuously improve office processes. **Required Skills:** - Proven experience as an Executive Assistant in a corporate setting. - Advanced diary and calendar management proficiency. - Strong stakeholder management and communication skills. - Familiarity with video conferencing solutions and Microsoft Office Suite. - Ability to handle confidential information professionally. - Basic IT and Audio‑Visual troubleshooting capability. **Required Education & Certifications:** - Minimum university degree or equivalent professional qualification. - Relevant certifications (e.g., Certified Administrative Professional, Executive Assistant certification) preferred but not mandatory.

Birmingham, United kingdom

On site

08-12-2025