Financial advisor Work, Jobs (with Salaries)

Insurance Advisor
Happy Insurance Brokerage —Remote
- £25,420 - £75,000 a year
- Temporary
- Remote
- Sales
- Customer service
- Organisational skills
Quick apply
1d
Finance Business Partner - Enabling Functions
Dechra Pharmaceuticals PLC —Remote
- £75,000 - £80,000 a year
- Remote
- Master's degree
- Bachelor's degree
- Travel
- Employee assistance programme
11d
Trainee Financial Advisor
Humboldt Financial —London
- £37,500 - £45,000 a year
- Full-time
- Bachelor's degree
- Financial services
- In-person
- Work from home
Quick apply
Sales Advisor (Remote) – £30,000 Basic - £47,000 OTE
GID Ltd —Remote
- £30,000 - £47,000 a year
- Full-time
- Remote
- CRM software
- Sales
- Salesforce
- Work from home
- Referral programme
Quick apply
8d
Technical Service Consultant
U.S. Bank National Association —Remote
- £32,470 - £38,200 a year
- Full-time
- Remote
- CRM software
- Salesforce
- Financial services
Account Executive
Trustero —London
- £150,000 - £400,000 a year
- Full-time
- Remote
- Sales
- English
- Bachelor's degree
Quick apply
13d
Financial Accountant
FIELD —London
- £55,000 - £65,000 a year
- Full-time
- Hybrid work
- Accounting
- Annual leave
Quick apply
Private Wealth Management, Financial Analyst, Analyst, London
Goldman Sachs —London
- Full-time
- Microsoft Powerpoint
- Microsoft Outlook
- English
- Employee assistance programme
HQ Financial Accountant
Kepler Interactive —London
- Hybrid work
- Accounting
- Tax experience
Financial Manager
Utopia —Remote
- Remote
- Hospitality
- English
- Analysis skills
Life Insurance Sales Advisor – Existing Customers
Trust Point Limited —Remote
- Up to £100,000 a year
- Full-time
- Remote
- Sales
- Analysis skills
- Organisational skills
- Life insurance
Quick apply
5d
Financial Advisor
Partnership Recruitment —Warwick North
- Up to £60,000 a year
- Hybrid work
- Communication skills
- Tax experience
- Annual leave
Investment Associate Intern
DealGlobe —London
- Microsoft Powerpoint
- Microsoft Excel
- English
Policy Advisor
Department for Science, Innovation & Technology —London
- £39,850 - £43,020 a year
- Part-time
- Hybrid work
- Microsoft Excel
- Project management
- Presentation skills
- Annual leave
- Employee discount
8d
Financial Controller
MarcoPolo learning —London
- £95,000 - £100,000 a year
- Full-time
- Hybrid work
- Microsoft Excel
- ERP systems
- Mentoring
- Annual leave
8d
Investment Graduate
deVere Group —Remote
- £15,000 - £45,000 a year
- Full-time
- Remote
- Financial services
Quick apply
Associate Financial Advisor - Hybrid
Argentis Group Limited —London
- Full-time
- Hybrid work
- Financial services
- Communication skills
- Employee discount
Quick apply
Customer Service Advisor
Indus motors Ltd —Milton Keynes
- £25,000 - £30,000 a year
- Part-time
- Salesforce
- Analysis skills
- Continuous improvement
- Free parking
Quick apply
Employee Relations Advisor - 12 Month FTC
Reach plc —Remote
- £32,000 - £35,000 a year
- Full-time
- Remote
- Annual leave
- Employee discount
Quick apply
Group Financial Reporting and Technical Accountant (16 month FTC)
Close Brothers —London
- Full-time
- Hybrid work
- Accounting
- Financial services
- Communication skills
14d

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Insurance Advisor

Happy Insurance Brokerage
Remote

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Job details

Temporary | Permanent | Part-time | Full-time | Zero hours contract
£25,420 - £75,000 a year
1 day ago

Qualifications

Sales
Customer service
Organisational skills
Communication skills

Full job description

Job Overview

We are seeking a dedicated and professional Insurance Advisor to join our dynamic team. The successful candidate will be responsible for guiding clients through various insurance options, providing tailored advice, and ensuring their insurance needs are met with exceptional service. This role offers an excellent opportunity to develop your career within the insurance industry, working in a supportive environment that values integrity and customer satisfaction. The position is paid and suitable for individuals who are passionate about helping others protect their future.

Duties

Assess clients’ insurance requirements through detailed consultations and analysis of their financial circumstances.
Explain different insurance policies, including life, health, home, and motor insurance, ensuring clients understand the benefits and limitations of each.
Assist clients in selecting appropriate coverage options that align with their needs and budgets.
Prepare and process insurance applications, amendments, and renewals efficiently and accurately.
Maintain up-to-date knowledge of industry regulations, product offerings, and market trends to provide informed advice.
Build strong relationships with clients to foster trust and encourage long-term loyalty.
Handle customer enquiries via phone, email, or face-to-face meetings professionally and courteously.
Collaborate with underwriters and insurers to resolve claims or policy issues promptly.
Keep detailed records of client interactions and transactions in accordance with company policies.

Requirements

Proven experience or interest in the insurance industry is desirable but not essential; training will be provided for suitable candidates.
Excellent communication skills with the ability to explain complex information clearly and confidently.
Strong organisational skills with attention to detail to ensure accuracy in all documentation.
Ability to build rapport quickly and maintain professional relationships with clients.
A proactive approach to problem-solving and customer service excellence.
Knowledge of relevant regulatory frameworks within the UK insurance sector is advantageous but not mandatory.
A valid right to work in the UK is essential; previous experience in sales or customer service roles is beneficial but not required.

This role offers a rewarding career path for individuals committed to delivering outstanding service while expanding their knowledge of the insurance industry.

Pay: £25,420.00-£75,000.00 per year

Work Location: Remote

Quick apply

Refine Your Search

financial advisor jobs

Insurance Advisor

Finance Business Partner - Enabling Functions

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Sales Advisor (Remote) – £30,000 Basic - £47,000 OTE

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Private Wealth Management, Financial Analyst, Analyst, London

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Financial Advisor

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Financial Controller

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Associate Financial Advisor - Hybrid

Customer Service Advisor

Employee Relations Advisor - 12 Month FTC

Group Financial Reporting and Technical Accountant (16 month FTC)

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