Financial Advisor

Financial Advisor

Woking

£DOE

Our client is seeking an experienced Financial Advisor to join their successful and well-established team!

Key Responsibilities:

• Manage and develop an established client bank

• Identify and generate new business opportunities

• Build and grow your own portfolio of clients

• Deliver tailored, holistic financial advice

• Develop long-term client relationships

• Work closely with paraplanning, administration and operational teams

Key Requirements:

• Level 4 qualified or holds an appropriate equivalent qualification

• Experienced in managing and developing client relationships

• Commercially minded with a strong focus on business development

• Confident delivering holistic financial advice

• Client-focused and committed to high-quality outcomes

• Ambitious and motivated to grow within a successful practice

You must drive to get to this office location.