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.
Role Purpose & Objectives
To provide high quality technical support to Advisers as required and lead a team of Paraplanners and Administrators. Tasks include: Provide supervision to a team of Paraplanners and Administrators.
Conduct research into products and funds.
Processing new business for investments, pensions and protection.
Dealing with queries from clients.
Producing accurate, compliant client reports with agreed timescales.
Compiling detailed valuation reports for clients.
General day to day administration tasks when required.
Preparation of advice letters, reports and financial plans.
Creation and maintenance of clients’ cash flow forecasts / balance sheets.
Preparation of presentations and other documents for client meetings and reviews.
Collation and maintenance of information and documents required to support the advice team in providing compliant advice.
Ensuring all supporting documentation and back office systems are maintained as per company procedures and policies.
Ensuring all client files remain compliant.
Provide an efficient, friendly and professional point of contact for clients and enquiries by telephone, email and in person.
Provide any general information as requested by clients, Advisers or the management team.
Assist other administrators /advisers as required.
Demonstrate awareness and practical application of the principles of TCF.
Skills & Experience Required
Good technical knowledge across investments and pensions.
A broad awareness of current markets and taxation.
A clear understanding of industry regulations.
Good report writing skills.
Excellent research skills.
Exemplary verbal and written communication skills.
An ability to complete detailed and accurate work to a high standard.
Previous experience of working in a support role to a Financial Adviser. Desirable
Educated to at least A Level or equivalent.
Progress towards the CII level 4 diploma.
Previous experience in managing a team of admin staff.
A bit more about Us
For more information on our careers, please visit our Careers page.
*Please note: We do not use recruitment agencies, please do not send speculative CVs in relation to this position.