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Financial Adviser

2 months ago

Barnet, Greater London, United Kingdom Fusion Consulting Ltd Full time
Financial Adviser at Fusion Consulting Group

Fusion Consulting Group is currently expanding and is in search of an experienced Financial Adviser to oversee an established client base. The company operates various subsidiaries in Tax, Accounting, Legal, Financial Services, and Recruitment, aiming to revolutionize the Professional Services industry.

Job Description:
  • Assist the Head of Fusion Financial and other advisers under the direct supervision of the Directors.
  • Manage existing client relationships efficiently and effectively.
  • Conduct regular client reviews to ensure financial plans align with goals and circumstances.
  • Provide timely updates and assistance on client portfolios.
  • Develop, implement, and monitor tailored financial plans for clients.
  • Offer guidance on a range of financial products and services.
  • Stay up-to-date on market trends, regulations, and new products.
  • Handle client portfolios in line with their risk tolerance and objectives.
  • Monitor portfolio performance, making adjustments as needed.
  • Ensure all interactions adhere to regulatory standards and company policies.
  • Maintain accurate client records and prepare financial reports.
Person Specification:
  • Hold a Level 3 Diploma in Financial Services.
  • Minimum of five years' experience in financial planning.
  • Extensive knowledge of investment products, financial markets, and regulations.
  • Strong communication, presentation, and problem-solving skills.
What we Offer:
  • Competitive Salary based on experience.
  • Additional commission scheme.
  • Generous holiday entitlement and additional perks.
  • Training and development opportunities.
  • Comprehensive insurance coverage and bonus schemes.
Job Type:

Full-time, Monday to Friday 9 am to 5 pm

Job Location:

London, Finchley N3

About Fusion Consulting Group:

Fusion Consulting Group provides end-to-end solutions for entrepreneurial businesses and private clients, offering expertise in various areas including International Taxation, Company Accounting, Digital Marketing, IT Strategy, Business Advisory, Legal Services, and Financial Services.

Equal Opportunities:

Fusion Consulting Ltd is dedicated to fostering a diverse and inclusive workplace, welcoming applicants from all backgrounds without discrimination.