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
Only candidates based in UK and eligible to work in UK are allowed