Senior Financial Advisor: Grow Your Client Portfolio

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

Job summary

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

The role requires Level 4 qualification, strong client relationship skills, and a commercially minded, client-focused attitude aimed at high-quality outcomes. You must drive to reach the office location and grow within the practice.

Qualifications

• Level 4 qualification or equivalent.

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

Client relationships

Business development

Holistic financial advice

Client-focused

Ambitious

Education

Level 4 qualification

Job description

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

The role requires Level 4 qualification, strong client relationship skills, and a commercially minded, client-focused attitude aimed at high-quality outcomes. You must drive to reach the office location and grow within the practice.