Financial Advisor

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 Financial are a dynamic financial advisory firm who are committed to delivering expert financial guidance to individuals and businesses alike.

We are looking for an experienced and motivated Financial Adviser to join our team. This role is perfect for a results-oriented professional who thrives in a fast-paced environment and enjoys building relationships, both with existing clients and new prospects.

The group has several subsidiaries ranging from Tax, Accounting, Legal, Financial Services and Recruitment. Our mission is to disrupt the disjointed Professional Services space.

The Group has over 4000 existing clients within its Tax and Accounting divisions which are accessible to the Financial Adviser.

The Group also benefits from the Group marketing functions which generates financial leads on a daily basis.

Job Description

Reporting directly to the Directors, you will be required to provide Financial Advice spanning wealth management and protection to a range of existing and new clients.

As a Financial Adviser, you will be responsible for managing and nurturing an established client base while also proactively identifying and securing new business opportunities. Your primary goal will be to provide exceptional financial advice, guide clients on investment, retirement, tax, and estate planning, and grow your client portfolio. You will be expected to leverage your sales acumen and financial expertise to build lasting relationships and support clients in achieving their financial goals.

The ideal candidate will have a strong background in financial planning and investment management, with excellent interpersonal skills and a commitment to providing exceptional client service.

It is not a requirement for the Financial Adviser to have an existing book.

Responsibilities

Client Management & Retention:

• Manage an existing portfolio of clients, offering ongoing support, portfolio reviews, and financial planning services.
• Conduct regular check-ins with clients to ensure satisfaction and to discuss their evolving financial goals.
• Identify opportunities to enhance the financial well-being of existing clients through tailored solutions.
• Maintain up-to-date knowledge of clients' financial needs and preferences.

New Business Development:

• Proactively prospect and identify new clients through networking, referrals, and outreach.
• Develop and implement strategies to generate new business, expanding the firm's clientele.
• Cultivate relationships with potential clients and provide customised financial solutions.
• Attend networking events and engage in community outreach to build brand awareness and generate leads.
• Provide comprehensive financial advice, including retirement planning, tax strategies, investment recommendations, and estate planning.
• Assess clients' financial situations, risk tolerance, and goals to create personalised financial plans.
• Stay informed on market trends, financial products, and regulatory changes to ensure clients receive the best advice.
• Work closely with clients to educate them on financial products and services that suit their needs.
• Collaborate with internal teams, including support staff and management, to ensure clients' needs are met effectively.
• Maintain accurate and up-to-date client records and documentation using the firm's CRM system.
• Report regularly on sales and performance metrics, ensuring personal and team targets are met.

Person Specification

• Level 4 Diploma in Financial Services.
• 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.
• Strong analytical and problem-solving abilities.

What we Offer

• Basic salary of up to £60,000pa
• An additional day off for your Birthday every year
• Private medical insurance
• Group life insurance

Job Type

Full-time, Mon-Fri 9am to 5pm

About Fusion Consulting Group:

Fusion is a multi-discipline consulting practice assisting entrepreneurial businesses and private clients by delivering an end to end solution throughout their business journey.

Fusion crafts client solutions using its in-house team of highly skilled consultants with a diverse range of expertise within International Taxation, Company Accounting, Recruitment, IT Strategy, Business Advisory, Legal Services and Financial services ensuring a joined up approach and seamless client experience.

Fusion Consulting Group Ltd is committed to creating a diverse environment and is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, colour, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status