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Finance Advisor Jobs

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  1. Finance Advisor

    Cambridge | £25,838 - £27,541 pa | From Print Upsell L X-Post

    We are looking to recruit an individual to join the College's finance team. Ideally applicants should be AAT qualified with 2-3 years previous experience in a finance department. The role... requires you to be highly organised and have good analytical skills, applicants should have good IT skills (especially excel) and work well in a team. The main duties of this role include posting necessary journals prior to month end, financial analysis and review of budget holder reports, assisting with the preparation of monthly management accounts, forecasting for allocated areas, tracking and reconciling of income accounts and advising on day to day finance queries. The role also involves meeting with budget holders and other member of staff to discuss finance issues and resolve...

  2. Personal Finance Advisor

    Scarborough | Competitive Salary | From Cash Converters

    Job description Cash Converters are seeking a Personal Finance Advisor, based in the Scarborough Cash Converter Branch. Salary a minimum of £16000, plus Bonus, 22 days holidays + Bank holidays... the next Cash Converters, Personal Finance Advisor within the Scarborough Cash Converter 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. Personal Finance Advisor

    Ellesmere Port | Competitive Salary | From Cash Converters

    Job description Cash Converters are seeking a Personal Finance Advisor, based in the Ellesmere Port Cash Converter Branch. Salary a minimum of £16000, plus Bonus, 22 days holidays + Bank holidays... the next Cash Converters, Personal Finance Advisor within the Ellesmere Port Cash Converter Branch! Personal Finance Advisor Responsibilities; Providing excellent customer service to customers who ... 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...

  4. Student Finance Advisor (Part Time, 6 Month Contract)

    Bournemouth | £15,144 pro rata | From Bournemouth & Poole College

    Student Finance Advisor (Part Time, 6 Month Contract) Bournemouth, Dorset £15,144 pro rata Our client is a successful educational institution that offers a diverse range of courses to their... students. They are now seeking a Student Finance Advisor to join their team on a part time, six month contract basis. If you're an enthusiastic individual with a track record of dealing with young people and providing great customer service, this is a superb opportunity to take on a rewarding role with a leading academic organisation. As a Student Finance Advisor, you will be ... , including English and Maths As a Student Finance Advisor, you must be enthusiastic and organised with a pleasant telephone manner and a customer focused approach. Confident and positive, you must...

  5. Sales Advisor Car Finance

    Manchester | £20k - 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 £50k! 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...

  6. Sales Advisor Car Finance

    Greater Manchester | £20000 - £50000/annum + Benefits | From Carfinance247 Ltd

    Car Finance Sales Advisor – Warm leads provided from online applications, telephone based role, superb basic salary and proven OTE of over £50k! Over the last couple of years,... 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 ... Finance Sales Advisors balance building superb rapport building with outstanding customer service skills. If you are an experienced phone based sales person and want to join an exciting, vibrant ... Carfinance247 has become the UK’s No. 1 Car Finance broker and one of the region’s fastest growing businesses. Recently incorporated into the Sunday Times Top 100 Small Companies to Work...

  7. Personal Finance Advisor

    Scarborough | £16000 - £19000/annum + Bonus | From Cash Converters

    Job description Cash Converters are seeking a Personal Finance Advisor, based in the Scarborough Cash Converter Branch. Salary a minimum of £16000, plus Bonus, 22 days holidays + Bank holidays... the next Cash Converters, Personal Finance Advisor within the Scarborough Cash Converter 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...

  8. Personal Finance Advisor

    Ellesmere Port | | From Cash Converters

    Job description Cash Converters are seeking a Personal Finance Advisor, based in the Ellesmere Port Cash Converter Branch. Salary a minimum of £16000, plus Bonus, 22 days holidays + Bank holidays... the next Cash Converters, Personal Finance Advisor within the Ellesmere Port Cash Converter Branch! Personal Finance Advisor Responsibilities; Providing excellent customer service to customers who ... 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 ... 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...

  9. 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...

  10. Sales Advisor Car Finance - Inbound

    Manchester | £20k - 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 £50k! 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...

  11. Student Finance Advisor (Part Time, 6 Month Contract)

    Bournemouth | £15,144 per annum | From Web Recruit Ltd

    Student Finance Advisor (Part Time, 6 Month Contract)  Bournemouth, Dorset  £15,144 pro rata  Our client is a successful educational institution that offers a diverse range of courses to their... students. They are now seeking a Student Finance Advisor to join their team on a part time, six month contract basis.  If you’re an enthusiastic individual with a track record of dealing with young people and providing great customer service, this is a superb opportunity to take on a rewarding role with a leading academic organisation.  As a Student Finance Advisor, you will be responsible for ...   As a Student Finance Advisor, you must be enthusiastic and organised with a pleasant telephone manner and a customer focused approach. Confident and positive, you must also be able to work...

  12. Executive Advisor - Financial Management Defence (Strategy, Change, Finance)

    Central London / West End | - £50k-£80k | From ANSON MCCADE

    Executive Advisor - Financial Management – Defence (Strategy, Change, Finance) Do you wish to work for one of the biggest Management Consultancies in the World? Do you want to work for one of the... you the Executive Advisor - Financial Management – Defence (Strategy, Change, Finance) thrive on intellectual challenge, on the job learning and training and variety of topics and sectors, this could be just ... programme management, operational transformation, financial transformation and organisational design. Executive Advisor - Financial Management – Defence (Strategy, Change, Finance) The Executive Advisor - Financial Management – Defence (Strategy, Change, Finance) will support our growth strategy in the Defence Sector, but also work in other sectors with the Financial Management team. Our team...

  13. Insurance Sales Advisor Finance Company Cardiff

    Cardiff | OTE £32 - £36k | From Smart Solutions Recruitment

    Smart Solutions Recruitment currently have an exciting opportunity for a Insurance Sales Advisor working for a finance company based in Central Cardiff. This finance organisation help... wishes to work for us, with the same level of courtesy and respect. This job was originally posted as www.totaljobs.com/JobSeeking/Insurance-Sales-Advisor-Finance-Company-Cardiff_job62788034 ... individuals to get finance for motor vechicles. With a fantastic working enviroment and the opportunity to progress within this role this company offer a market leading rate of pay of £18,000 + OTE ... documentation out in an accurate and timely manner in accordance with Company policies and procedures. Maintain a comprehensive and up-to-date knowledge and understanding of Finance product and service...

  14. Senior Collections Advisor - Finance Sector - Fantastic Company!

    Manchester | - £22k-£24k | From RC Consultancy

    Senior Collections Advisor - £22-24k basic plus bonus plus industry leading benefits - Manchester My client offer unrivalled career progression and are currently undergoing rapid expansion in... and develop business relationships. So if you have a background in the finance sector as a collector or at team leader level and want to join a progressive forward thinking company that will truly value your work then please don't hesitate to apply. Senior Collections Advisor - Manchester This job was originally posted as www.totaljobs.com/JobSeeking/Senior-Collections-Advisor---Finance ... a truly great company to work for and are looking for a Senior Advisor from a Collections or Customer Service background. Job Summary To proactively assist the Office Manager to achieve the Company’s...

  15. Insurance Sales Advisor | Finance Company | Cardiff

    Cardiff | £17000 - £18000/annum | From Smart Solutions Recruitment

    Smart Solutions Recruitment currently have an exciting opportunity for a Insurance Sales Advisor working for a finance company based in Central Cardiff. This finance organisation help individuals to... get finance for motor vechicles. With a fantastic working enviroment and the opportunity to progress within this role this company offer a market leading rate of pay of £18,000 + OTE of upto £36,000 ... in an accurate and timely manner in accordance with Company policies and procedures. - Maintain a comprehensive and up-to-date knowledge and understanding of Finance product and service proactively ... related to Finance products and services (e.g. ICOB, FCA rules, Money Laundering, Data Protection, etc.) as advised by line management. Ensure all Money Laundering issues are reported appropriately...

  16. Customer Service Advisor - call centre - Finance

    Liverpool | Competitive salary and benefits package | From Resource Bank

    Our client, Saga Investment Services powered by Tilney Bestinvest require a team of Client Relations Executives for their new and exciting joint venture due to launch shortly. Tilney Bestinvest, a... from you. This job was originally posted as www.totaljobs.com/JobSeeking/Customer-Service-Advisor---call-centre---Finance_job62828891 ...

  17. 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...

  18. 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...

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.