Financial adviser Work, Jobs in Swinton, Gtm (with Salaries)

Debt adviser and Web chatter
Citizens Advice Lancashire West —Leyland
- £25,049.60 - £26,141.40 an hour
- Full-time
- Customer service
- Analysis skills
- Organisational skills
- Free parking
Quick apply
7d
High Net Worth Underwriter - Part Time
Together —Cheadle
- £300,000 a year
- Full-time
- Tax experience
Quick apply
5d
Account Manager / Leasing Consultant
Fleetprices Ltd —Manchester
- £25,000 - £75,000 a year
- Full-time
- Sales
- Business development
- In-person
- Employee discount
- Referral programme
Quick apply
13d
Personal Wealth Adviser
Lloyds Wealth —Manchester
- £65,000 - £80,000 a year
- Full-time
- Remote
- Business development
- Work from home
- Life insurance
13d
Financial Planner
Eventus Recruitment Group —Salford
- £75,000 - £85,000 a year
- Remote
- Financial services
Financial Adviser
Eventus Recruitment Group —Manchester
- £42,500 - £50,000 a year
- Hybrid work
- Financial services
Administrator (Financial Services)
Cheetham Jackson Ltd —Sale
- From £24,000 a year
- Full-time
- Microsoft Word
- Microsoft Excel
- Administrative experience
- Health & wellbeing programme
- Annual leave
Quick apply
Paraplanner
Daintree Wealth Management —Manchester
- £45,000 - £50,000 a year
- Full-time
- Hybrid work
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Health & wellbeing programme
- Gym membership
Quick apply
11d
Financial Adviser (Chorley)
Perspective Financial Group —Chorley
- Monday to Friday
- Analysis skills
- Communication skills
- Time management
- Referral programme
Financial adviser apprenticeship
Q4 —Blackburn
- £12.50 - £13.80 an hour
- Full-time
- Hybrid work
- Organisational skills
- Financial services
- Communication skills
- Free parking
Quick apply
Financial Adviser (Perspective Mackrill)
Perspective Financial Group —Ripponden
- Monday to Friday
- Analysis skills
- Communication skills
- Time management
- Referral programme
12d
Town Clerk
Aspire Accounting & Tax Aid Ltd —Burnley
- £35,000.00 - £46,945.97 a year
- Part-time
- Hybrid work
- Project management
- Presentation skills
- Organisational skills
Quick apply
6d
Trainee Mortgage Adviser
The New Homes Group —Manchester
- £25,000 - £50,000 a year
- Full-time
- Remote
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Annual leave
- Referral programme
Quick apply
Senior Relationship Director | S4 | Large Corporate | Manchester or Liverpool
A01 Santander UK plc —Manchester
- £83,200 - £124,800 a year
- Full-time
- Hybrid work
- Microsoft Office
- Business development
- No degree
Financial Planning Manager
AJ Bell —Manchester
- From £8,500 a month
- Full-time
- Microsoft Excel
- SQL
- Analysis skills
- Health & wellbeing programme
- Relocation assistance
Quick apply
High Net Worth Underwriter
Together —Cheadle
- Full-time
- Tax experience
Quick apply
IFA Administrator
Burfield Financial Planning —Northwich
- £26,000 - £30,000 a year
- Full-time
- Microsoft Office
- Organisational skills
- Financial services
- Annual leave
- Life insurance
Quick apply
21h
Technical Account Manager
AJ Bell —Manchester
- From £5,800 a month
- Full-time
- Microsoft Excel
- SQL
- Analysis skills
- Life insurance
- Sick pay
Quick apply
12d
Client Support Administrator
Swiss Life Global Solutions —Manchester
- Organisational skills
- IT
- Communication skills
- Annual leave
- Employee assistance programme
12d
Management Accountant (9-month fixed-term contract) Band £42,500- £47,500
Beanmachines —Cheadle
- £42,500 - £47,500 a year
- Temporary
- Microsoft Excel
- Sales
- Customer service
- Free parking
- Annual leave
Quick apply
3d

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financial adviser jobs near swinton, gtm

Debt adviser and Web chatter

Citizens Advice Lancashire West -
Leyland

Quick apply

Job details

Permanent | Full-time
£25,049.60 - £26,141.40 an hour
7 days ago

Benefits

Free parking
Company pension

Qualifications

Multilingual
Customer service
Numeracy
Analysis skills
Organisational skills
IT
Financial services
Communication skills

Full job description

About the Role

Are you passionate about helping people and using your communication, IT and

customer service skills to make a difference? Do you want to work as part of a

supportive team helping people to manage debt problems and improve their financial

wellbeing?

We are looking for a Debt Adviser to join our National Debt Advice Team. In this role,

you will provide information, advice and support to clients through telephone, email

and web chat channels.

Full training will be provided, giving you the opportunity to develop your skills and

progress within the service. You will also have opportunities to specialise in areas such

as one-off debt advice and web chat advice, allowing you to further develop your career

as a debt adviser.

Key Responsibilities

● Conduct assessments of clients’ financial situations, including income,

expenditure, debts, and assets.

● Provide information and advice to empower clients to take appropriate action on

their own behalf, including signposting to other agencies where necessary.

● Deliver impartial and accurate advice on debt solutions and budgeting

● Develop individual action plans with clients to help them manage and resolve

their debt problems effectively.

● Maintain accurate and confidential records in accordance with organisational

policies and data protection regulations.

● Use IT systems effectively to support case management, communication, and

reporting requirements.

● Keep up to date with relevant legislation, case law, policies, and procedures

relating to money advice, and participate in ongoing training and professional

development.

● Meet performance targets and comply with professional and regulatory

standards set by the organisation and accrediting bodies.

● Collaborate with colleagues, supervisors, and external partners to ensure clients

receive coordinated and comprehensive support.

What We’re Looking For - Essential Skills & Attributes:

● Strong Communication Skills: Ability to communicate effectively, both verbally

and in writing, with a wide range of people and organisations.

● Empathy and Emotional Intelligence: Demonstrates understanding, patience,

and respect when supporting clients in challenging circumstances.

● Analytical Skills: Strong numeracy skills to assess financial information, and

develop appropriate solutions.

● Problem-Solving Ability: Identifies practical and achievable options for resolving

debt and financial challenges.

● Organisational Skills: Prioritising workloads and meet targets.

● Confidentiality and Integrity: Handles sensitive client information with

professionalism and discretion.

● Adaptability: Responds flexibly to changes in legislation, organisational

procedures, and Citizens Advice requirements.

● Teamwork and Independence: Works effectively and collaboratively as part of a

team, while also demonstrating the ability to work independently and follow

agreed procedures.

● Commitment to Equality, Fairness, and Inclusion: Ensures all clients are

treated with dignity, respect, and without discrimination.

● Understanding of Data Protection and GDPR: Applies the principles of the

Data Protection Act and UK GDPR to safeguard client information.

Desirable Experience:

● Previous Experience in Advice or Support Roles: Experience providing debt,

welfare, financial, or general advice to clients.

● Experience Working with Vulnerable Clients: Supporting individuals with

complex needs, including those experiencing mental health challenges, domestic

abuse, or financial hardship.

● Knowledge of Debt Solutions and Financial Services: Familiarity with options

such as Debt Relief Orders, Individual Voluntary Arrangements, bankruptcy, or

budgeting support.

● Multilingual Skills: Ability to communicate effectively in additional languages to

support a diverse client base.

Benefits:

● Full training to become a Debt Adviser, with progression into specialist

qualifications available.

● 21 days holiday plus bank holidays, birthday leave, and paid Christmas closedown.

● 8% employer pension contribution (plus salary sacrifice NI benefit).

● Long service leave after 4 years.

● Free parking and a supportive, development-focused team culture.

To apply please email your CV and covering email to explain how your skillset meets the needs of the role to [email protected]

Interviews will be held on 4,5,6 August at Civic Centre, Leyland.

We reserve the right to withdraw this advert as soon as suitable candidates are found.

Pay: £25,049.60-£26,141.40 per hour

Work Location: In person

Quick apply

Refine Your Search

financial adviser jobs in swinton, gtm

Debt adviser and Web chatter

High Net Worth Underwriter - Part Time

Account Manager / Leasing Consultant

Personal Wealth Adviser

Financial Planner

Financial Adviser

Administrator (Financial Services)

Paraplanner

Financial Adviser (Chorley)

Financial adviser apprenticeship

Financial Adviser (Perspective Mackrill)

Town Clerk

Trainee Mortgage Adviser

Senior Relationship Director | S4 | Large Corporate | Manchester or Liverpool

Financial Planning Manager

High Net Worth Underwriter

IFA Administrator

Technical Account Manager

Client Support Administrator

Management Accountant (9-month fixed-term contract) Band £42,500- £47,500

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