Chartered Financial Planner - London, United Kingdom - Sedulo

Sedulo

Verified Company

London, United Kingdom

3 weeks ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

Our Purpose

We are financial consultants to entrepreneurs providing expertise in accountancy solutions and commercial business advisory services.

Our name, derived from the adjective 'sedulous', epitomises the work ethic, commitment and attention to detail we perform on each project to ensure the highest possible level of service.

We offer a full range of services from the inception of the business concept, throughout growth of the entity and on to exit strategies.

There is no typical clientele; we advise individuals, trustees and new start businesses to multinational stock listed companies.

Our focus and investment in the south make this an exciting time to join our team.

Our London presence has grown significantly since we popped up in the city 4 years ago and is now one of the fastest growing parts of the group.

We have an existing client bank of quality clients available and some fantastic networking opportunities as well as access to a steady stream of new introductions from the wider office.

Consequently, we are looking for an experienced, client focused financial planner, preferably at or working towards
- chartered status, to provide our clients with an excellent experience through the provision of financial planning and investment management advice and to take a proactive approach in growing the business.

Key Responsibilities

Service and grow an existing book of clients within the wealth service proposition,

- offering holistic whole-of-market investment advice and lifetime financial planning services.

Conduct regular and indepth client financial circumstance reviews covering their current provision and future aims.
Review and respond to clients changing needs and financial circumstances.
Analyse information and prepare plans best suited to individual clients' requirements.
Assist all clients to make informed decisions.
Communicate with other professional connections, such as Chartered Accountants, Solicitors and specialist Mortgage Advisers
Contact clients with news of new financial products or changes to legislation that may affect their savings and investments as part of your overall business plan.

Knowledge/Skills/Experience Required

Minimum Level 4 diploma qualified, ideally Chartered or working towards Chartered
Strong networking skills and able to establish relationships with clients and coworkers
Selfmotivation and organisation
An ethical and professional approach to work

Benefits

Competitive salary, dependent on experience
Uncapped bonus
Full financial support for further study
34 days pa holiday, including bank holidays
2 days paid leave for charity work
Holiday extension up to 4 weeks working outside the UK
Flex and home working
Annual trip abroad
As well as a regular range of special events, our onsite 'clubs' offer daily breakfast, afternoon teas and coffees
Group pension scheme matched up to 5%
Death in service of 4 x salary
Season ticket loan
Private Medical
Medicash
Cycle to work scheme
And... Sedulo's very own wellbeing program