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Faith Recruitment

Woking / Global

Financial Advisor

Job Description

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.

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