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
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