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.