At a Glance
- Tasks: Help clients achieve financial goals with tailored advice and strategies.
- Company: Sedulo Wealth is dedicated to making positive community changes through financial expertise.
- Benefits: Enjoy flexible working, competitive pay, 26 days holiday, and an annual social trip abroad.
- Other info: Remote work options available and bespoke training plans to enhance your skills.
- Why this job: Join a supportive team focused on personal growth and impactful community work.
- Qualifications: Level 4 Diploma in Regulated Financial Planning and strong client-facing experience required.
The predicted salary is between 36000 - 60000 £ per year.
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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 & Qualifications
- As a minimum 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.
What We Offer
- Competitive remuneration structure (salary and bonus).
- Access to administrative and paraplanning support.
- Flexibility to manage your own schedule and client portfolio.
- A collaborative, supportive working environment.
- A bespoke training and development plan with the opportunity to expand and diversify your skills
- 26 days holiday (plus bank holidays), company pension scheme, health care plan, cycle to work scheme, death in service benefits and access to our in house Wealth Planning and Mortgage departments
- Smart working and agile working hours including the ability to work remotely for up to 20% of your contracted time
- Ability to work away from home remotely for up to 4 weeks per year, great for extending a trip to see family or making the most of warmer climates
- All expenses paid annual social trip overseas
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.
Any CVs sent to any member of our team on a speculative basis will not be recognised. We will not accept liability for any fee or commission should we subsequently employ a candidate who applied to us directly or was introduced by an instructed agency that may also have been submitted speculatively by an uninstructed agency.
In the event that an uninstructed agency's correspondence includes a disclaimer indicating otherwise, our policy will prevail.
Seniority level
Seniority level
Entry level
Employment type
Employment type
Full-time
Job function
Job function
Finance and Sales
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#J-18808-LjbffrIndependent Financial Advisor in London employer: Sedulo Wealth
At Sedulo Wealth, we pride ourselves on being an exceptional employer that fosters a collaborative and supportive work culture. Our commitment to employee growth is reflected in our bespoke training plans and flexible working arrangements, allowing you to manage your own schedule while making a meaningful impact in the community. With competitive remuneration, generous holiday allowances, and unique benefits like annual social trips abroad, Sedulo is dedicated to creating a rewarding environment for our Independent Financial Advisors in London.
StudySmarter Expert Advice🤫
We think this is how you could land Independent Financial Advisor in London
✨Tip Number 1
Network actively within the financial services community. Attend industry events, seminars, and workshops to meet potential clients and other professionals. Building relationships can lead to referrals and new business opportunities.
✨Tip Number 2
Stay updated on the latest financial regulations and market trends. This knowledge will not only enhance your credibility but also help you provide informed advice to clients, making you a more attractive candidate.
✨Tip Number 3
Demonstrate your interpersonal skills by engaging in conversations with potential clients. Show genuine interest in their financial goals and challenges, which will help you build trust and rapport even before the formal application process.
✨Tip Number 4
Consider volunteering or participating in community initiatives related to finance. This not only showcases your commitment to positive change but also expands your network and enhances your profile as a socially responsible advisor.
We think you need these skills to ace Independent Financial Advisor in London
Some tips for your application 🫡
Tailor Your CV:Make sure your CV highlights relevant experience in financial advising, client relationship management, and any qualifications such as the Level 4 Diploma in Regulated Financial Planning. Use keywords from the job description to align your skills with what Sedulo is looking for.
Craft a Compelling Cover Letter:Write a cover letter that showcases your passion for helping clients achieve their financial goals. Mention specific experiences where you've successfully built long-term relationships and provided unbiased advice, as these are key aspects of the role.
Showcase Your Technical Knowledge:In your application, emphasise your understanding of financial regulations, market trends, and tools like cashflow modelling. This will demonstrate your readiness to provide compliant and effective financial advice.
Highlight Your Interpersonal Skills:Since the role requires exceptional interpersonal skills, include examples of how you've effectively communicated complex financial concepts to clients in a clear and friendly manner. This will help illustrate your ability to connect with clients and build trust.
How to prepare for a job interview at Sedulo Wealth
✨Understand the Company Mission
Before your interview, take some time to research Sedulo Wealth's mission and values. They focus on making positive changes in communities and building long-term client relationships. Showing that you align with their mission will demonstrate your commitment and fit for the role.
✨Prepare for Client Scenarios
As an Independent Financial Advisor, you'll need to assess clients' financial situations. Prepare for potential scenarios where you might need to develop personalised financial plans. Think about how you would approach different client needs and be ready to discuss your thought process during the interview.
✨Showcase Your Interpersonal Skills
Exceptional interpersonal skills are crucial for this role. Be prepared to share examples of how you've built trust and maintained long-term relationships with clients in the past. Highlight your communication style and how it has contributed to successful outcomes.
✨Stay Updated on Financial Regulations
Demonstrating your knowledge of current financial regulations and market trends is essential. Make sure to mention any recent changes in legislation that could impact financial advising. This shows that you are proactive and committed to providing compliant and informed advice.
