Our Vision
Our Mission
At Sedulo we are building a world class team to deliver our mission to make positive change in the communities we work in. We do this by:
- Working with our clients to transform their business and personal finances
- Connecting and contributing to the business community in the cities we are located in
- Working with charities by volunteering, fundraising and influencing change both now and in the future through the Sedulo Foundation
- Being a great place to work and develop your career
About The Role
We are seeking a highly motivated and client-focused Independent Financial Adviser to provide impartial financial advice and planning services. You will work with a diverse portfolio of clients, helping them to achieve their financial goals by recommending suitable products and strategies from the whole of the market.
The ideal candidate will have strong technical knowledge, exceptional interpersonal skills, and a proven ability to build long-term client relationships based on trust, transparency, and results.
Key Responsibilities
- Meet with clients to assess their financial circumstances, objectives, and risk tolerance.
- Develop personalised financial plans covering areas such as investments, pensions, insurance, tax planning, and estate planning.
- Present recommendations in a clear, compliant, and client-friendly manner.
- Keep up to date with financial regulations, legislation, and market trends.
- Maintain accurate, compliant records of advice given and client interactions.
- Build and maintain long-term relationships with clients, providing ongoing reviews and adjustments to their plans as circumstances change.
- Network and develop new business opportunities through referrals, events, and marketing initiatives.
Skills and Qualifications
- Level 4 Diploma in Regulated Financial Planning (or equivalent qualification). Ideally Chartered or working towards Chartered.
- Robust experience in a FCA certified, client facing role.
- Excellent communication, presentation, and interpersonal skills.
- Strong ethical standards and commitment to delivering unbiased advice.
- Experience with cashflow modelling tools.
- Business development and networking skills.
Send us your CV & apply for this role...
Our aim is to encourage and support all applicants during the application process, if you have any reasonable adjustments that you will require, please do not hesitate to get in touch via people@ sedulo.co.uk.