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.