Full job descriptionFinancial 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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