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  1. Client Advisor-Finance

    Milton Keynes | £28000 to £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_job60130101 ... More

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  2. Business Advisor / Business Analyst - Finance

    Bury St. Edmunds | £23,188 - 28,127 per year | From Bluetownonline Ltd

    Job Title: Business Advisor - Finance Location: Bury St Edmunds and Mildenhall Salary: £23,188 - £28,127 per annum Closing date: Sunday 17th August 2014 The organisation are looking to... recruit a Business Advisor to join their team in Bury St Edmunds. Job Role: Working within a friendly vibrant team you will assist in preparing final accounts, setting annual and medium term financial plans. You will be advising service managers on budgets, performance, risk, and major projects, as well as supporting all aspects of finance within this forward thinking organisation. The job ... button and further information will be sent to you by email.   Important: please read through this information carefully. (Keywords: Business Advisor, Financial Business Process Analyst, Business... More

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  3. Customer Service Advisor - Finance

    Bristol | £15350 to £19000 per annum | From Cvwow.com

    Customer Service Advisor Required - Bristol We exist to use money to benefit people and the planet, bringing together savers and investors who want to change the world for the better with... sustainable enterprises doing just that. We are currently recruiting for a Customer Service Advisor to work in our Bristol office on a fixed term contract for twelve months. You will receive ... will expect you to learn our range of products, systems and procedures and to ensure that you are able to deliver the highest possible service. The successful Customer Service Advisor will be ... a Customer Service Advisor that has: A proven track record of working in a telephone based role handling inbound and outbound calls, preferably in a bank or financial service organisation; Strong... More

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  4. Sales Advisor - Personal Finance Manager - Debt Management Advisor

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

    Sales Advisor -  Personal Finance Manager - Debt Management Advisor - Insolvency Advisor - Debt Advisor   Now is an exciting time to join the market leading Financial Solutions company.   We....    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/Sales-Advisor---Personal-Finance... More

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  5. Sales Advisor - Personal Finance Manager - Debt Management Advisor

    Sale | £18k - 80k per year + inc Bonus | From Harrington Brooks

    Sales Advisor -  Personal Finance Manager - Debt Management Advisor - Insolvency Advisor - Debt Advisor   Now is an exciting time to join the market leading Financial Solutions company.   We....    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/Sales-Advisor---Personal-Finance... More

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  6. Telesales advisor- Manchester- Car Finance sector

    Manchester | - £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.../Telesales-advisor--Manchester--Car-Finance-sector_job60133126 ... 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... More

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  7. Personal Insolvency, Debt & Finance Advisor/Sales

    Bolton | From £19,000 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.../Personal-Insolvency-Debt--Finance-AdvisorSales_job60149149 ... More

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  8. Customer Advisor - Finance 2 vacancies- great company

    Cardiff | - £16k | From RC Consultancy

    Customer Advisor - Finance- 2 vacancies due to expansion 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. Customer Advisor - Finance Cardiff This job was originally posted as www.totaljobs.com/JobSeeking/Customer ... 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 ... . The perfect candidate would have worked in a similar role in the finance sector or dealing with FSA regulated products or in a busy office environment. The career progression for the right people... More

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  9. 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_job60206018 ... 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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  10. Business Advisor / Business Analyst - Finance

    UK-Bury St Edmunds | £23,188 - £28,127/Year | From CareerBuilder

    Job Title: Business Advisor - FinanceLocation: Bury St Edmunds and MildenhallSalary: £23,188 - £28,127 per annumClosing date: Sunday 17th August 2014The organisation are looking to recruit a... Business Advisor to join their team in Bury St Edmunds.Job Role:Working within a friendly vibrant team you will assist in preparing final accounts, setting annual and medium term financial plans. You will be advising service managers on budgets, performance, risk, and major projects, as well as supporting all aspects of finance within this forward thinking organisation. The job will require ... email.  Important: please read through this information carefully.(Keywords: Business Advisor, Financial Business Process Analyst, Business Analyst, Financial Analyst, Organisation Process Analyst... 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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