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  1. Finance Advisor

    Bristol | From £17,000 to £17,000 per annum | From Brightside Group plc

    Finance Advisor Job Role As a Finance Advisor you will be providing financial support and Debt management solutions. You will be working as part of a small team completing important tasks to... of a fast paced environment. Finance Advisor Key Responsibilites . Providing telephone and written communication support to brokers and customers. . Complete daily functions such as completing ... currently recruiting for a Finance Advisor to be a part of our growing and successful business, specifically working within one of our subsidiary brands: Panacea Finance. Panacea is our successful finance ... could include sending new Direct Debit's to the Premium Finance Company, solving all questions regarding incorrect customer or Insurance details, opening the internal post and dealing with the queries...

  2. Finance Advisor

    Bristol | £17, 000 | From Brightside Group Plc

    Finance Advisor Job Role As a Finance Advisor you will be providing financial support and Debt management solutions. You will be working as part of a small team completing important tasks to help... part of a fast paced environment. Finance Advisor Key Responsibilities * Providing telephone and written communication support to brokers and customers. * Complete daily functions such as ... businesses in the UK. We are currently recruiting for a Finance Advisor to be a part of our growing and successful business, specifically working within one of our subsidiary brands: Panacea Finance ... include sending new Direct Debit's to the Premium Finance Company, solving all questions regarding incorrect customer or Insurance details, opening the internal post and dealing with the queries...

  3. Personal Finance Advisor

    Leeds | Market related | From Cash Converters

    Cash Converters are seeking a Personal Finance Advisor, based in the Leeds area. Salary a minimum of £16000, plus Bonus, 22 days holidays + Bank holidays and Company Pension Cash Converters UK is... Advisor within the Leeds Area! Personal Finance Advisor Responsibilities; Providing excellent customer service to customers who are enquiring for one of our Personal Finance products, you'll work ... Finance Advisor role it is essential you have experience of working in a sales environment, a friendly, professional telephone manner and the communication skills needed to build a rapport with all sorts ... systems. To be a successful Personal Finance Advisor you will; - Enthusiastic & Confident - Sales/Target driven - Previously worked towards achieving/exceeding set targets - Team Player but...

  4. Personal Finance Advisor

    Warrington | Market related | From Cash Converters

    Cash Converters are seeking a Personal Finance Advisor, based in the Warrington area. Salary a minimum of £16000, plus Bonus, 22 days holidays + Bank holidays and Company Pension Cash Converters... Advisor within the Warrington Store! Personal Finance Advisor Responsibilities; Providing excellent customer service to customers who are enquiring for one of our Personal Finance products ... the Personal Finance Advisor role it is essential you have experience of working in a sales environment, a friendly, professional telephone manner and the communication skills needed to build a rapport with ... using CRM systems. To be a successful Personal Finance Advisor you will; - Enthusiastic & Confident - Sales/Target driven - Previously worked towards achieving/exceeding set targets - Team...

  5. Personal Finance Advisor

    Barnsley | Competative Salary | From Cash Converters

    Cash Converters are seeking a Personal Finance Advisor, based in the Barnsley area. Salary a minimum of £16000, plus Bonus, 22 days holidays + Bank holidays and Company Pension Cash Converters UK... Advisor within the Barnsley Store! Personal Finance Advisor Responsibilities; Providing excellent customer service to customers who are enquiring for one of our Personal Finance products, you&apos ... Finance Advisor role it is essential you have experience of working in a sales environment, a friendly, professional telephone manner and the communication skills needed to build a rapport with all ... systems. To be a successful Personal Finance Advisor you will; - Enthusiastic & Confident - Sales/Target driven - Previously worked towards achieving/exceeding set targets - Team...

  6. Personal Finance Advisor

    Salford | £16000, Bonus, 22 days ho | From Cash Converters

    Cash Converters are seeking a Personal Finance Advisor, based in Greater Manchester. Salary up to £16000, plus Bonus, 22 days holidays + Bank holidays and Company Pension Cash Converters UK is... Advisor within our Greater Manchester branch! Personal Finance Advisor Responsibilities; Providing excellent customer service to customers who are enquiring for one of our Personal Finance products ... the Personal Finance Advisor role it is essential you have experience of working in a sales environment, a friendly, professional telephone manner and the communication skills needed to build a rapport ... using CRM systems. To be a successful Personal Finance Advisor you will; - Enthusiastic & Confident - Sales/Target driven - Previously worked towards achieving/exceeding set targets...

  7. Personal Finance Advisor

    Sheffield | Competative Salary | From Cash Converters

    Cash Converters are seeking a Personal Finance Advisor, based in the Sheffield Area. Salary a minimum of £16000, plus Bonus, 22 days holidays + Bank holidays and Company Pension Cash Converters... Advisor within our Sheffield Branch! Personal Finance Advisor Responsibilities; Providing excellent customer service to customers who are enquiring for one of our Personal Finance products ... the Personal Finance Advisor role it is essential you have experience of working in a sales environment, a friendly, professional telephone manner and the communication skills needed to build a rapport with ... using CRM systems. To be a successful Personal Finance Advisor you will; - Enthusiastic & Confident - Sales/Target driven - Previously worked towards achieving/exceeding set targets - Team...

  8. Personal Finance Advisor

    Doncaster | Competative Salary | From Cash Converters

    Cash Converters are seeking a Personal Finance Advisor, based in the Doncaster Area. Salary a minimum of £16000, plus Bonus, 22 days holidays + Bank holidays and Company Pension Cash Converters... Advisor within our Doncaster Branch! Personal Finance Advisor Responsibilities; Providing excellent customer service to customers who are enquiring for one of our Personal Finance products ... the Personal Finance Advisor role it is essential you have experience of working in a sales environment, a friendly, professional telephone manner and the communication skills needed to build a rapport with ... using CRM systems. To be a successful Personal Finance Advisor you will; - Enthusiastic & Confident - Sales/Target driven - Previously worked towards achieving/exceeding set targets - Team...

  9. Personal Finance Advisor

    Hull | Competitive Salary | From Cash Converters

    Cash Converters are seeking a Personal Finance Advisor, based in Hull, Yorkshire. Salary a minimum of £16000, plus Bonus, 22 days holidays + Bank holidays and Company Pension Cash Converters UK... Advisor within our Hull, Yorkshire branch! Personal Finance Advisor Responsibilities; Providing excellent customer service to customers who are enquiring for one of our Personal Finance products ... the Personal Finance Advisor role it is essential you have experience of working in a sales environment, a friendly, professional telephone manner and the communication skills needed to build a rapport ... using CRM systems. To be a successful Personal Finance Advisor you will; - Enthusiastic & Confident - Sales/Target driven - Previously worked towards achieving/exceeding set targets...

  10. Customer Service Advisor - Motor Finance

    Solihull | From £15,000 to £19,400 per annum Plus Benefits | From Web Recruit Ltd

    Customer Service Advisor - Motor Finance   Solihull, West Midlands  £15,000 - £19,400 Plus Discretionary Bonus, 3% Matched Pension, Life Assurance, Flexible Benefits Scheme, 23 Days' Holiday  ... world. They currently have new opportunities within their Lending department on the Motor Finance team.   This varied role looks after all aspects of the motor finance journey, from dealing with applications to ensuring the successful processing of payments upon pay-out of motor finance agreements.   Delivering an extremely fast paced and accurate service, as a Customer Service Advisor ... and performance focused environment. Equally important are your superb communication skills and professional telephone manner.  As a Customer Service Advisor, you must have a professional and helpful...

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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