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Finance Advisor Jobs

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  1. Personal Finance Advisor

    Farnworth | Competitive Salary | From Cash Converters

    Job description Cash Converters are seeking a Personal Finance Advisor, based in the Farnworth Cash Converter Branch. Salary a minimum of £16000, plus Bonus, 22 days holidays + Bank holidays and... Cash Converters, Personal Finance Advisor within the Farnworth Cash Converter Branch! Personal Finance Advisor Responsibilities; Providing excellent customer service to customers who are ... a first class service. To be successful in the Personal Finance Advisor role it is essential you have experience of working in a sales environment, a friendly, professional telephone manner ... a PC and ideally you will have experience with using CRM systems. To be a successful Personal Finance Advisor you will; - Enthusiastic & Confident - Sales/Target driven - Previously worked...

  2. Personal Finance Advisor

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

    Cash Converters are seeking a Personal Finance Advisor, based in Greater Manchester (Salford and Hyde). Salary up to £19,000.00 plus Bonus, 22 days holidays + Bank holidays and Company... Converters, Personal Finance Advisor within our Greater Manchester (Salford and Hyde) branch! Personal Finance Advisor Responsibilities; Providing excellent customer service to customers who are ... 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 environment, a friendly, professional telephone manner ... around a PC and ideally you will have experience with using CRM systems. To be a successful Personal Finance Advisor you will; - Enthusiastic & Confident - Sales/Target driven - Previously...

  3. Finance Service Advisor

    Worksop | £16000 - £18000 per annum | From Chase and Holland

    Our Worksop based client have a requirement for someone to work as a Finance Service Advisor. This is a permanent opportunity which offers a great working environment and team culture.   As... workers. We specialise in Finance and HR recruitment and comfortably service the South Yorkshire, Derbyshire, Nottinghamshire, Leicestershire, Staffordshire and Lincolnshire marketplaces. This job was originally posted as www.totaljobs.com/JobSeeking/Finance-Service-Advisor_job62102738 ...

  4. Finance Service Advisor

    Worksop | £16000 - £18000 per annum | From Chase and Holland

    Our Worksop based client have a requirement for someone to work as a Finance Service Advisor. This is a permanent opportunity which offers a great working environment and team culture.   As... workers. We specialise in Finance and HR recruitment and comfortably service the South Yorkshire, Derbyshire, Nottinghamshire, Leicestershire, Staffordshire and Lincolnshire marketplaces. This job was originally posted as www.totaljobs.com/JobSeeking/Finance-Service-Advisor_job62214252 ...

  5. Personal Finance Advisor, Online Car Finance

    Manchester | £15k - 35k per year + benefits | From ConsultRPM

    Sales Advisor, Online Car Finance - Warm Leads Provided through online customer enquiries ,  phone based sales role,   superb   basic salary and proven OTEs of over £35k!! Experienced phone... (number 63) This is a hugely growing industry answering massive customer demand. This Personal Finance Sales Advisor role is with the UK’s fastest growing online car finance company -  a fantastic ... . The best performing and highest paid Personal Finance Sales Advisors balance building superb rapport with outstanding customer service skills, clients after all approach them by applying online - so it is ... your application has been unsuccessful on this occasion. This job was originally posted as www.totaljobs.com/JobSeeking/Personal-Finance-Advisor-Online-Car-Finance_job62200356 ...

  6. Car Finance Sales Advisor - Inbound

    Manchester | £30k - 50k per year + Benefits | From Carfinance247

    Car Finance Sales Advisor – Warm leads provided from online applications, telephone based role, superb basic salary and proven OTE of over £40k! Over the last couple of years, Carfinance247... to support our rapid expansion plans.  We’re looking for confident, experienced phone based sales advisors with the ability to provide the finest customer service. Car Finance online is a massively growing industry as more and more customers look to secure their finance online before visiting the car dealership. Our Finance Sales Advisor role is a fantastic opportunity to join a close knit and very high achieving team speaking with pre-approved loan applicants to take them through the rest of the process. The best performing and highest paid Finance Sales Advisors balance building superb...

  7. Sales Advisor, Online Car Finance

    Manchester | £15k - 35k per year + benefits | From ConsultRPM

    Sales Advisor, Online Car Finance - Warm Leads Provided through online customer enquiries , phone based sales role, superb basic salary and proven OTEs of over £35k!! Experienced phone based... (number 63) This is a hugely growing industry answering massive customer demand. This Personal Finance Sales Advisor role is with the UK’s fastest growing online car finance company - a fantastic ... performing and highest paid Personal Finance Sales Advisors balance building superb rapport with outstanding customer service skills, clients after all approach them by applying online - so it is this ... application has been unsuccessful on this occasion. This job was originally posted as www.totaljobs.com/JobSeeking/Sales-Advisor-Online-Car-Finance_job62152427 ...

  8. Call Centre Finance Sales Advisor

    Rotherham | Up to £20,000 per annum | 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... 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 ... adamfothergill@thecarpeople.co.uk This job was originally posted as www.totaljobs.com/JobSeeking/Call-Centre-Finance-Sales-Advisor_job62267691 ...

  9. Car Finance Sales Advisor - Inbound Telesales

    Alton | £15,000 - £20,000 Basic £30,000 OTE | From The Car Loan Warehouse Ltd

    The Car Loan Warehouse are looking for another two self-motivated, hardworking and ambitious team members to join our rapidly expanding business. Having just moved into larger offices there... couldn't be a better time to join our growing company where our busy team of Sales Advisors are waiting for your enthusiasm and desire to succeed. The Company : The Car Loan Warehouse is a highly driven, innovative and entrepreneurial finance broker who specialise in arranging finance for consumers and businesses wishing to purchase cars, motorhomes, horseboxes, vans etc. With a strong internet presence we attract finance applications directly and then introduce business to a panel of finance lenders. Dedicated to providing the right finance package to suit the customer...

  10. Customer Support Advisor - Finance 2 vacancies - award wininng company

    Cardiff | - £18k-£19k | From RC Consultancy

    Customer Support - 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... If you've worked as a customer advisor within a busy office environment then please don't hesitate to apply. Customer Support - Finance Cardiff This job was originally posted as ... relationships. 2. Take incoming calls from customers and deal with any customer queries relating to their current, or possible future finance agreements. 3. Make outgoing calls to settle unpaid loans. The perfect candidate would have worked in a similar role in the finance sector or dealing with FCA regulated products or in a busy office environment. The career...

  11. Personal Finance Advisor

    Greater Manchester | £16000 - £19000/annum | From Cash Converters

    Cash Converters are seeking a Personal Finance Advisor, based in Greater Manchester (Salford and Hyde). Salary up to £19,000.00 plus Bonus, 22 days holidays + Bank holidays and Company... Converters, Personal Finance Advisor within our Greater Manchester (Salford and Hyde) branch! Personal Finance Advisor Responsibilities; Providing excellent customer service to customers who are ... class service. To be successful in the Personal Finance Advisor role it is essential you have experience of working in a sales environment, a friendly, professional telephone manner ... and ideally you will have experience with using CRM systems. To be a successful Personal Finance Advisor you will; - Enthusiastic & Confident - Sales/Target driven - Previously worked towards...

  12. Personal Finance Advisor

    Tamworth | £14000 - £17000/annum + Bonus | From Cash Converters

    Cash Converters are seeking a Personal Finance Advisor, based in Tamworth. Salary circ. £17,000 inc. Bonus. Cash Converters UK is the UK arm of Cash Converters International which, with more than... within our business....why not join us as the next Cash Converters, Personal Finance Advisor within our Tamworth branch! Personal Finance Advisor Responsibilities; Providing excellent 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 environment, a friendly, professional ... know your way around a PC and an eye for detail. To be a successful Personal Finance Advisor you will; - Enthusiastic & Confident - Sales/Target driven - Previously worked towards achieving...

  13. Personal Finance Advisor

    Scarborough | | From Cash Converters

    Cash Converters are seeking a Personal Finance Advisor, based in Scarborough. Salary up to £19,000.00 plus Bonus, 22 days holidays + Bank holidays and Company Pension Cash Converters UK is the UK... opportunities across our retail stores due to our ongoing expansion, you can be a champion of your own career within our business....why not join us as the next Cash Converters, Personal Finance Advisor within our Scarborough branch! Personal Finance Advisor Responsibilities; Providing excellent customer service to customers who are enquiring for one of our Personal Finance products, you'll work ... policies. It's about listening to individual customers, building a rapport with each and every customer and ensuring you provide a first class service. To be successful in the Personal Finance Advisor...

  14. Finance Service Advisor

    Worksop | £16000 - £18000/annum | From Chase and Holland

    Our Worksop based client have a requirement for someone to work as a Finance Service Advisor. This is a permanent opportunity which offers a great working environment and team culture. As part of... a very large, respected business. Chase and Holland acts as an employment agency for permanent recruitment and an employment business for the supply of temporary workers. We specialise in Finance and HR...

  15. Customer Service Advisor Finance

    Newcastle Upon Tyne, Tyne and Wear | 15080.0000 | From Pertemps

    Our client, a major international Contact Centre, is seeking to add to its team of Customer Service Advisors (Financial Services), working on behalf of one of the world's most prolific house-hold... due to training. Your role will involve resolving a wide variety of customer queries, both via telephone and email, on behalf of a major finance company. You should be IT literate, have excellent...

  16. Customer Relations Advisor - Finance Renewals

    Camberley, Surrey | 16000.0000 | From First 4 Personnel (& Temps) Ltd

    Customer Relations Advisor - Renewals Camberley £16,000 +£3,000 bonus plus benefits An exciting opportunity has arisen for a prestigious car dealership that is looking for a Customer Relations... Advisor in the Finance Renewals department. The responsibilities of the Customer Relations Advisor will be to provide excellent customer service, make outbound calls to existing customers, manage a contact plan for each finance renewal customer, research and provide accurate and up to date information surrounding finance payments, follow processes through appointment to handover and other Customer Relations functions as required. You will have excellent communication skills, work well as an individual as well as within a team, be highly numerate and have an understanding of finance...

  17. Customer Service Advisor (Finance)

    Cardiff | £16000 - £17000/annum | From Focus Resourcing

    My client, a dynamic and growing Financial Services business are looking for Customer Service Advisors. Working in a busy and exciting call centre environment - this is a fantastic opportunity for... customers and deal with any customer queries relating to their finance agreements Provide all customers with an efficient service in a professional, enthusiastic and knowledgeable manner Use ... figure and analyze customer records using company systems to identify sales opportunities Maintain an up-to-date knowledge of regulatory and legislative information related to Finance products...

  18. Personal Finance Advisor (Inbound Calls)

    Manchester, Lancashire | 15000.0000 | From Alexander Hancock Recruitment

    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 ...

  19. Personal Finance Advisor, Online Car Finance

    Manchester | £15000 - £35000/annum + benefits | From Pure 4 Recruitment

    Sales Advisor, Online Car Finance - Warm Leads Provided through online customer enquiries, phone based sales role, superb basic salary and proven OTEs of over £35k!! Experienced phone based... sales person with strong customer service focus required for one of the fastest growing and best places to work in Manchester (city centre), now a member of the Times Top 100 Places to work (number 63) This is a hugely growing industry answering massive customer demand. This Personal Finance Sales Advisor role is with the UK’s fastest growing online car finance company - a fantastic ... performing and highest paid Personal Finance Sales Advisors balance building superb rapport with outstanding customer service skills, clients after all approach them by applying online - so it is this...

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.