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  1. Personal Finance Advisor - Manchester

    Manchester | - £35k-£40k | From RC Consultancy

    Personal Finance Advisor - Finance Sector - 3 vacancies due to expansion Basic £15k OTE very realistic and uncapped £35-40k My client offer unrivalled career progression and are..., they are a truly great company to work for. The advisor will be part of a team based at Head Office. You will call warm leads who have enquired online to put forward the finance package best suited ... , telesales, outbound sales. Personal Finance Advisor - Finance Sector - 3 vacancies due to expansion This job was originally posted as www.totaljobs.com/JobSeeking/Personal-Finance-Advisor ... are warm leads who require finance on their vehicle purchase. You will have experience in the following areas:- Desirably an understanding of current finance options in the motor trade but this...

  2. Telesales advisor- Manchester- Finance sector

    Stockport | - £15k-£17k | From RC Consultancy

    Telesales Advisor- Finance Sector- vacancy due to expansion Basic £15-17k OTE very realistic and uncapped £30-35k, plus great benefits package My client offer unrivalled career... during the lunch break. This job was originally posted as www.totaljobs.com/JobSeeking/Telesales-advisor--Manchester--Finance-sector_job61055217 ... of company strategy. They are a truly great company to work for and are looking for an outbound telesales person. The telesales advisor will be part of a team based at Head Office. You will be tasked to sell finance products to customers using well honed telesales techniques to create a result. The leads are very warm so the OTE of £30k is very achievable. You will be resilient and tenacious...

  3. Business Advisor x3 - Strategic Finance

    London Wc | | From Triumph Consultants

    Business Advisor x3 - Strategic Finance Reference no: Camden RQ129755 Pay Rate: 233.28 pd PAYE, noting that Ltd/Umbrella company rates may also apply [temporary, but potentially long..., if applicable : Understanding of local government finance Experience of working on organisational change projects Client: Public sector organisation Division(s)/Disciplines involved : Strategic Finance/Business Advisor/Qualified Accountant Anticipated Length of Assignment: All of our roles are technically temporary, though opening assignments can be and often are, extended by ... in cash terms. More of this should you be appointed to the role ... . Where this vacancy is based: London, WC1H 8 Whats involved with this role: Reporting to a Strategic Finance Manager, this...

  4. Telesales Advisor - Finance Sector - £32-£35k

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

    Telesales Advisor - Finance Sector - Vacancy due to expansion Basic £18k OTE £32-£35k, plus industry leading benefits package and wonderful working conditions where you are treated truly as.../Telesales-Advisor---Finance-Sector---32-35k_job61111808 ... 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...

  5. Money Advisor Opportunities (Mortgage Advisor, Finance) BLUM16066

    London W | Salary £23,000 - £25,000 | From Blue Octopus Recruitment

    Money Advisor Opportunities (Mortgage Advisor, Finance) BLUM16066 Covering London Salary 23,000 - 25,000 Our Client is a leading public service provider, serving thousands of people across ... understand key aspects that affect their personal finances, including advice on Banking products; Mortgages; Savings & Pensions; Loans; Credit Cards; and Tax. As a face to face Money Advisor, you will...

  6. Money Advisor Opportunities (Mortgage Advisor, Finance) BLUM16065

    Bedford | Salary £20,000 - £22,000 | From Blue Octopus Recruitment

    Money Advisor Opportunities (Mortgage Advisor, Finance) BLUM16065 Covering Luton and Bedford Salary 20,000 - 22,000 Our Client is a leading public service provider, serving thousands of people... them to understand key aspects that affect their personal finances, including advice on Banking products; Mortgages; Savings & Pensions; Loans; Credit Cards; and Tax. As a face to face Money Advisor...

  7. Money Advisor Opportunities (Mortgage Advisor, Finance) BLUM16066

    London | From £23,000 to £25,000 per annum | From Blue Octopus Recruitment Ltd

    Money Advisor Opportunities (Mortgage Advisor, Finance) BLUM16066 Covering London Salary £23,000 - £25,000 Our Client is a leading public service provider,...; and Tax. As a face to face Money Advisor, you will use your knowledge, skills and experience to help service users take appropriate action to manage their financial affairs. Effectively ... vacancy, we will then send you more information on the role including a copy of the application form via email. This job was originally posted as www.totaljobs.com/JobSeeking/Money-Advisor-Opportunities-Mortgage-Advisor-Finance-BLUM16066_job61044489 ...

  8. Money Advisor Opportunities (Mortgage Advisor, Finance) BLUM16065

    Bedford | Salary £20,000 - £22,000 | From Blue Octopus Recruitment Ltd

    Money Advisor Opportunities (Mortgage Advisor, Finance) BLUM16065 Covering Luton and Bedford Salary £20,000 - £22,000 Our Client is a leading public service... Cards; and Tax. As a face to face Money Advisor, you will use your knowledge, skills and experience to help service users take appropriate action to manage their financial affairs. Effectively ... /JobSeeking/Money-Advisor-Opportunities-Mortgage-Advisor-Finance-BLUM16065_job61044057 ...

  9. Money Advisor Opportunities (Mortgage Advisor, Finance) BLUM17274

    Grimsby | Salary £20,000 - £22,000 | From Blue Octopus Recruitment Ltd

    Money Advisor Opportunities (Mortgage Advisor, Finance) BLUM17274 Opportunities in Yorkshire & Humber region Salary £20,000 - £22,000 Our Client is a leading...; Loans; Credit Cards; and Tax. As a face to face Money Advisor, you will use your knowledge, skills and experience to help service users take appropriate action to manage their financial ... . This job was originally posted as www.totaljobs.com/JobSeeking/Money-Advisor-Opportunities-Mortgage-Advisor-Finance-BLUM17274_job61089063 ...

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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