Dynamic Financial Adviser — Grow Client Wealth & Plans

Fusion Consulting Group; Greater London; On-site; GBP 60,000 - 70,000; Full time

Benefits offered by this job

Basic salary up to £60,000pa

Birthday day off

Private medical insurance

Group life insurance

Job summary

Fusion Consulting Group is seeking an experienced Financial Adviser to join our growing team in London. You will provide wealth management and protection guidance to a portfolio of existing clients and proactively develop new business opportunities.

Reporting to the Directors, you will manage client relationships, perform portfolio reviews, and deliver tailored financial plans covering investments, retirement, tax and estate planning whilst leveraging our marketing-generated leads.

Qualifications

• Level 4 Diploma in Financial Services is required.
• Minimum of five years of experience in financial planning and advisory services.
• In-depth knowledge of investment products, financial markets and regulatory requirements.
• Excellent communication, presentation and interpersonal skills.

Responsibilities

• Manage an existing portfolio of clients, offering ongoing support, portfolio reviews and financial planning services.
• Proactively identify new clients through networking, referrals and outreach.
• Provide comprehensive financial advice including retirement planning, tax strategies, investments and estate planning.
• Maintain accurate client records and documentation using the CRM; report on sales and performance metrics.

Skills

Communication skills

Interpersonal skills

Analytical thinking

Regulatory knowledge

Education

Level 4 Diploma in Financial Services

Tools

CRM system

Job description

Fusion Consulting Group is seeking an experienced Financial Adviser to join our growing team in London. You will provide wealth management and protection guidance to a portfolio of existing clients and proactively develop new business opportunities.

Reporting to the Directors, you will manage client relationships, perform portfolio reviews, and deliver tailored financial plans covering investments, retirement, tax and estate planning whilst leveraging our marketing-generated leads.