Growth-Minded Financial Advisor: Build Client Portfolio

Faith Recruitment; Woking; On-site; GBP 40,000 - 60,000; Full time

Job summary

Faith Recruitment is seeking an experienced Financial Advisor in Woking to join a successful, well-established team. You will manage and grow an existing client bank, deliver tailored financial advice, and develop new business opportunities.

The role requires Level 4 qualified or equivalent, strong client relationship skills, and a commercially minded approach. You will work closely with paraplanning and administration to ensure high‑quality outcomes and long‑term client relationships.

Qualifications

• 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.

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

Skills

Managing and developing client relat

Business development

Holistic financial advice

Education

Level 4 qualified

Job description

Faith Recruitment is seeking an experienced Financial Advisor in Woking to join a successful, well-established team. You will manage and grow an existing client bank, deliver tailored financial advice, and develop new business opportunities.

The role requires Level 4 qualified or equivalent, strong client relationship skills, and a commercially minded approach. You will work closely with paraplanning and administration to ensure high‑quality outcomes and long‑term client relationships.