Financial Advisor in Woking, Surrey

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Financial Advisor

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  • Woking, Surrey
  • £30000 - £60000/annum
  • Accounting/Financial/Insurance
  • Permanent
Date posted: 14/09/2026 03:02:11 PM

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

Job Details

Location Woking, Surrey
Job Type Permanent
Language English
Salary £30000 - £60000/annum
Apply Now

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