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  1. Finance Advisor

    Yeovil | £25000 - £35000 per annum | From Office Angels

    Finance Advisor required for a company based in Yeovil, Somerset. This is a full time, permanent role working Monday to Friday with a salary of £25,000 - £35,000 PA DOE. This role will involve... being the principal point of contact for outsourced finance enquiries. The successful applicant will be overseeing and coordinating the work of the company's bookkeepers as well as playing a part in defining the departmental structures and processes. Key responsibilities will include; - Documenting and developing bookkeeping controls and procedures - Coordinating work planning of bookkeepers ... /JobSeeking/Finance-Advisor_job60428498 ... More

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  2. Personal Finance Advisor

    Bolton | £16000, Bonus, 22 days holidays, Company Pension | From 360 Resourcing

    Our client is seeking a Personal Finance Advisor, based in Farworth, Bolton. Salary up to £16000, plus Bonus, 22 days holidays + Bank holidays and Company Pension. Our client has more than..., you can be a champion of your own career within their business....why not join them as the next Personal Finance Advisor within their  Farnworth, Bolton  branch! Personal Finance Advisor ... , building a rapport with each and every customer and ensuring you provide a first class service. To be successful in the Personal Finance Advisor role it is essential you have experience of working in ... and able to use your own initiative. You need to know your way around a PC and ideally you will have experience with using CRM systems. To be a successful Personal Finance Advisor you will... More

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  3. Personal Finance Advisor

    Southport | £16000, Bonus, 22 days holidays, Company Pension | From 360 Resourcing

    Our client is seeking a Personal Finance Advisor, based in Southport, Merseyside. Salary up to £16000, plus Bonus, 22 days holidays + Bank holidays and Company Pension. Our client has more... expansion, you can be a champion of your own career within their business....why not join them as the next Personal Finance Advisor within their Southport branch! Personal Finance Advisor ... , building a rapport with each and every customer and ensuring you provide a first class service. To be successful in the Personal Finance Advisor role it is essential you have experience of working in ... and able to use your own initiative. You need to know your way around a PC and ideally you will have experience with using CRM systems. To be a successful Personal Finance Advisor you will... More

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  4. Client Advisor-Finance

    Iver | £28000 - £33000 per annum | From Page Personnel Finance

    The business requires you to analyse underwriting information Prepare and submit accurate market presentations Collate and negotiate renewal terms with existing and prospective clients Assist... This job was originally posted as www.totaljobs.com/JobSeeking/Client-Advisor-Finance_job60464716 ... More

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  5. Personal Insolvency, Debt & Finance Advisor/Sales

    Bolton | From £20,000 to £60,000 per annum OTE | From Morgan Turner

    An amazing opportunity to join a market leader in the financial services industry, who are seeking an experienced debt & finance advisor to compliment their growing team Key responsibilities will... www.totaljobs.com/JobSeeking/Personal-Insolvency-Debt--Finance-AdvisorSales_job60437066 ... More

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  6. Customer Service Advisor - Motor Finance (Large Banking Group)

    Solihull | From £15,000 to £19,000 per annum Benefits | From Web Recruit Ltd

    Customer Service Advisor - Motor Finance (Large Banking Group) Solihull, West Midlands £15,000 - £19,000 Plus Discretionary Bonus, 3% Matched Pension, Life Assurance, Flexible Benefits... www.totaljobs.com/JobSeeking/Customer-Service-Advisor--Motor-Finance-Large-Banking-Group_job60282814 ... the needs of a continually changing world. They are now seeking a Customer Service Advisor to join their team. If you're a highly motivated and positive customer service professional, this is a fantastic opportunity to flourish within a successful company and gain valuable experience in the financial services sphere. As a Customer Service Advisor, you will be responsible for processing customers... More

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  7. Telesales Advisor- Finance Sector- 4 vacancies- great company

    Cardiff | - £32k-£35k | From RC Consultancy

    Telesales Advisor- Finance Sector- 4 vacancies due to expansion Basic £18k OTE £32-£35k, plus industry leading benefits package and wonderful working conditions where you are treated truly.../Telesales-Advisor--Finance-Sector--4-vacancies--great-company_job60427490 ... and are looking for an outbound telesales person. The telesales advisor will be part of a team of 12 soon to be 16 people based at Head Office. You will be tasked to sell add on products to customers who have just taken out motor finance using well honed telesales techniques to create a result. You will be reslient and tenacious and able to take an initial no for an answer and overcome... More

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  8. Customer Service Advisor – Motor Finance (Large Banking Group)

    UK-Solihull | £15,000 - £19,000/Year | From CareerBuilder

    Customer Service Advisor – Motor Finance (Large Banking Group) Solihull, West Midlands £15,000 - £19,000 Plus Discretionary Bonus, 3% Matched Pension, Life Assurance, Flexible Benefits Scheme, 23... of a continually changing world. They are now seeking a Customer Service Advisor to join their team. If you’re a highly motivated and positive customer service professional, this is a fantastic opportunity to flourish within a successful company and gain valuable experience in the financial services sphere. As a Customer Service Advisor, you will be responsible for processing customers’ motor finance applications onto our client’s scoring system and ensuring that monthly lending targets are met. Joining the Motor Finance Team, you’ll act as the main point of contact for any queries from dealers, brokers... More

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  9. Finance Advisor

    Yeovil | £25000 - £35000/annum | From Office Angels

    Finance Advisor required for a company based in Yeovil, Somerset. This is a full time, permanent role working Monday to Friday with a salary of £25,000 - £35,000 PA DOE. This role will involve... being the principal point of contact for outsourced finance enquiries. The successful applicant will be overseeing and coordinating the work of the company's bookkeepers as well as playing a part in defining the departmental structures and processes. Key responsibilities will include; - Documenting and developing bookkeeping controls and procedures - Coordinating work planning of bookkeepers - Providing front line support to bookkeepers - Front line support to users of new system including training - New outsourcing planning and a implementation - Overseeing and conducting new... More

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  10. Personal Finance Advisor

    Southport | £15999 - £16000/annum | From Cash Converters

    Cash Converters are seeking a Personal Finance Advisor, based in Southport, Merseyside. Salary up to £16000, plus Bonus, 22 days holidays + Bank holidays and Company Pension. Cash Converters UK... Advisor within our Southport branch! Personal Finance Advisor Responsibilities; Providing excellent customer service to customers who are enquiring for one of our Personal Finance products, you'll ... . To be a successful Personal Finance Advisor you will; - Enthusiastic & Confident - Sales/Target driven - Previously worked towards achieving/exceeding set targets - Team Player but able to ... If you would like to work for worldwide business with a rapidly growing client base and have the required skills, experience and are passionate about service, apply for the Personal Finance Advisor... More

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Financial advisors advise business and clients on where to invest their money to make the most gains. An interesting and rewarding role, it would be attractive to those working in the financial industry who fancy a more hands on role with their clients.

Who can I work for?

You can work for companies in the financial services industry, including banks, insurance companies and government-sponsored enterprises.

Where and when can I work?

This depends on the size of the company you wish to work for but the larger companies will be in cities. Hours can be long, meaning some evening and weekend work. You can choose to work independently enabling you to choose the hours you work.

What can I earn?

The money you earn in this role greatly depends on your experience, enthusiasm and ability to do the job well. Salaries can vary from £25,000 to £60,000 and be even higher if you work independently.

What are the benefits?

The role is interesting as you get to work with a great range of clients with different financial needs. You can also receive commission for financial products you suggest.

Are there chances of promotion?

Promotion really depends on your level of experience and expertise. The more knowledge you have around different financial products the more varied clients you will be able to work with. Most advisors specialise in a certain area though and this seems to improve promotional opportunities.

What will I be responsible for?

You will be responsible for working closely with clients to advise them on what financial products and tools they should use so their income remains balanced. You will also ensure your clients allocate their assets in categories of risk that they can deal with.

Do I need any experience?

A finance-related education up to at least degree level is essential for this role. Any accountancy-related courses on top of a finance qualification would be beneficial.

What attributes are needed?

You should be approachable, business-minded, patient, good negotiation skills and a great attention to detail.

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