Financial Advisor
CV-LibraryWoking, SurreypermanentPosted: 14 September 2026
Apply NowFinancial 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
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