Independent Financial Advisor

Sedulo Wealth; London; Hybrid; GBP 50,000 - 70,000; Full time

Benefits offered by this job

Competitive remuneration structure

Health care plan

Cycle to work scheme

Flexible working hours

Annual social trip overseas

Job summary

A financial advisory firm is seeking an Independent Financial Adviser in London. The role involves providing impartial financial advice to clients, developing personalized financial plans, and building long-term client relationships. The ideal candidate should hold a Level 4 Diploma in Regulated Financial Planning and have strong communication skills. This position offers competitive remuneration, flexible working hours, and comprehensive benefits including holiday and health care plan.

Qualifications

• Minimum Level 4 Diploma in Regulated Financial Planning or equivalent.
• Proven experience in a FCA certified, client-facing role.
• Exceptional interpersonal skills required.

Responsibilities

• Meet with clients to assess their financial circumstances.
• Develop personalised financial plans including investments and estate planning.
• Network and develop new business opportunities.

Skills

Client relationship management

Financial advising

Communication

Business development

Cashflow modelling

Education

Level 4 Diploma in Regulated Financial Planning

Chartered Financial Planner or working towards it

Job description

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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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