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  1. Personal Finance Advisor

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

    Our client is seeking a Personal Finance Advisor, based in Doncaster, South Yorkshire. Salary up to £16000, plus Bonus, 22 days holidays + Bank holidays and Company Pension With more than 630..., you can be a champion of your own career within their business....why not join them as the next Personal Finance Advisor within their Doncaster, South Yorkshire 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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  2. Personal Finance Advisor

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

    Our client is seeking a  Personal Finance Advisor , based in Birkenhead, Merseyside. Salary up to £16000, plus Bonus, 22 days holidays + Bank holidays and Company Pension With more than 630..., you can be a champion of your own career within our business....why not join them as the next Personal Finance Advisor  within their Birkenhead, Merseyside 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

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

    Our client is seeking a Personal Finance Advisor, based in Leeds, West Yorkshire. Salary up to £16000, plus Bonus, 22 days holidays + Bank holidays and Company Pension With more than 630 stores... a champion of your own career within their business....why not join them as the next Personal Finance Advisor within their Leeds, West Yorkshire branch! Personal Finance Advisor Responsibilities ... 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 a sales ... 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; - Enthusiastic... More

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  4. Finance Advisor - Fundraising

    South East London | £40000 to £45000 per annum | From Michael Page Finance

    Based in the London office the Finance Advisor - Fundraising will be expected to deal with all aspects of finance related to the wider directorate. They will be there to provide both support and... insightful commentary on said management accountants - Give technic The charity will be recruiting a CCAB qualified accountant for the Finance Advisor - Fundraising role. They will specifically be looking ... its head offices based in London. They are looking for a Finance Advisor - Fundraising to bring financial expertise to a growing team. £40,000 to £45,000 Your application will be reviewed by Michael ... consultancy. This job was originally posted as www.totaljobs.com/JobSeeking/Finance-Advisor---Fundraising_job59338027 ... More

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  5. Corporate Finance Junior Advisor

    Central London / West End | From £25,000 to £30,000 per annum bonus | From Amanda Smith Recruitment Ltd

    Our client is seeking a motivated individual who is has relevant experience including within mergers and acquisitions. This is a unique opportunity where the successful candidate will be able to... work closely with the company director with a view to becoming an advisor/ consultant in the future. Essentials: · M & A experience · Full knowledge of the sales cycle · Financial modelling and evaluation experience · Relevant industry experience (analyst) · Previous experience within a similar role (corporate finance) · High work ethic This is a culture where hard work will ... posted as www.totaljobs.com/JobSeeking/Corporate-Finance-Junior-Advisor_job59320016 ... More

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  6. Personal Finance Advisor (Inbound Calls)

    Manchester | £15,000 - £18,000 | From Alexander Hancock Recruitment Ltd

    Working for an established regulated finance company that provided loans and finance to consumers, handling around 10,000 applications a month as a business and all inbound calls and handling leads... from the company website There is NO COLD CALLING in this position The Company are looking for people either from the finance or sales industry or well educated candidates with good customer service experience who are looking for a career based position Good telephone manner, with the ability to build rapport is essential Able to explain how interest is calculated, what will be expected from them when taking out a finance loan package and can close a deal Excellent basic plus OTE up to 35k plus additional benefits ... More

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  7. Personal Finance Manager - Debt Management Advisor

    Sale | £19k - 80k per year + inc Bonus | From Harrington Brooks

    Personal Finance Manager - Debt Management Advisor - Insolvency Advisor - Debt Advisor   Now is an exciting time to join the market leading Financial Solutions company.   We are a successful...   Harrington Brooks is one of the longest established & well respected Financial Solutions companies in the country, with over 15 years experience in the sector and over  63,000 clients.    Personal Finance Manager - Debt Management Advisor - Debt Advisor - Financial Assessor - Debt Management Sales Advisor - IVA Sales Advisor - Insolvency Sales Advisor - Insolvency Advisor - Telesales Personal Finance Manager - Debt Management Advisor - Insolvency Advisor - Debt Advisor This job was originally posted as www.totaljobs.com/JobSeeking/Personal-Finance-Manager---Debt-Management... More

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  8. Call Centre Finance Sales Advisor (Sheffield)

    Rotherham | - £11k | From The Car People

    At The Car People we believe that excellent customer service comes from understanding our customer's needs,this combined with our employees enjoying their jobs and having the skills to do it... adamfothergill@thecarpeople.co.uk This job was originally posted as www.totaljobs.com/JobSeeking/Call-Centre-Finance-Sales-Advisor-Sheffield_job59311269 ... well. That's why we have a team dealing with the customers requiring finance when buying a vehicle. We assist our customers over the telephone and via the internet in gaining credit. We are currently looking to add to our Finance Team The ideal candidate is someone with a finance background, excellent people skills and a desire to exceed our customer expectations.The person must be highly... More

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  9. Personal Insolvency, Debt & Finance Advisor/Sales

    Bolton | From £18,000 to £40,000 per annum | From Morgan Turner

    Due to continued expansion our client, a market leader in the financial services industry, is urgently seeking an experienced debt & finance advisor to compliment their growing team Key... This job was originally posted as www.totaljobs.com/JobSeeking/Personal-Insolvency-Debt--Finance-AdvisorSales_job59371852 ... More

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  10. Dealer support Advisor - Motor Finance- 2 vacancies- great company

    Cardiff | - £17k | From RC Consultancy

    Dealer support Advisor - Motor Finance 2 posts available Cardiff My client offered unrivalled career progression for the right candidates. They are customer and people centric in their... a customer advisor within a busy office environment then please don't hesitate to apply. Dealer Advisor - Motor Finance Cardiff This job was originally posted as www.totaljobs.com/JobSeeking/Dealer-support-Advisor---Motor-Finance--2-vacancies--great-company_job59400078 ... approach with team satisfaction ratings at an all time high. They are a truly great company to work for. Main responsibilities include:- Liasing by telephone and email with finance customers... 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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