Join our Wealth Management Team

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

Background

The Wealth Management team at Sedulo has seen significant growth which is expected to continue over the coming years. This growth has resulted in an ever-expanding support team and as such, an opportunity has arisen for an experienced administrator to join the team.

Our support team provides both administrative and para-planning support for our client facing advisers. They provide an end to end service from undertaking technical research through to workflow management of submitted cases through to completion, as well as day to day operational administrative support for the business.

About the role

Role Purpose:

Providing support to our firm’s advisers and paraplanners in completing non-client facing tasks in relation to the preparation and administration of recommendations being made.

Role Responsibilities:

  • Dealing with client queries in an efficient and timely manner
  • Implementing recommendations, including:
    • Completing applications / proposal forms
    • When instructed, making changes to a client’s investment portfolio
  • Preparing and maintaining client files, including:
    • Collecting all relevant information to support any recommendations to be made
    • Making sure all relevant documentation held within a client file is compliant
    • Making sure all client records are retained in line with the firm’s Date security policy
  • Making sure all client contact is carried out in a professional and courteous way
  • Liaising with partners, providers and third parties in the processing of new business and administration of client investments, policies and plans
  • Ensuring the relevant advice and sales procedures are followed at all times
  • Complying with the Financial Services and Markets Act 2000, the FCA’s Conduct rules and the relevant rules from the FCA at all times
  • Keeping up to date with relevant regulatory, product, legislative and technical requirements

 

Knowledge, Skills and Experience

  • Strong experience of Microsoft Office and Intelligent Office
  • Good analytical and time keeping skills
  • Strong characteristics in line with our core values for getting results, giving back and having fun

For more information, please email [email protected]

 

See some of our perks & benefits...

As one of the fastest-growing financial firms in the UK, we nurture and develop our team members to grow with us. In return for the work our team put in, we offer the chance to build a career path, providing training and development opportunities to ensure you can fulfil your professional ambitions and a whole host of perks, including:

  • Flexible working hours
  • 26 days holiday per annum (including your birthday as a paid holiday) in addition to the eight public bank holidays
  • Enhanced company pension scheme, maternity, and adoption leave
  • Ongoing development through the Sedulo Academy plus study support towards a wide range of professional qualifications
  • Access to a health care cash plan with Medicash and our Group Death in Service paying back 2x your annual salary
  • Access to high street and online discount and cashback scheme
  • 2 paid community/charitable days per year
  • Cycle to work scheme

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