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Customer Service Advisor - Leeds/Hybrid Do you excel at analysing financial information and turning it into clear, practical guidance for clients? Can you balance empathy with objectivity while helping people navigate challenging financial situations? Are you confident communicating with clients and creditors to keep IVA arrangements on track? This job is known internally as a Supervisory Caseworker We’re looking for a Customer Service Advisor to provide high‑quality debt advice and ongoing support to clients who have already entered into an IVA. This is a rewarding opportunity to help people maintain financial stability, manage changes in their circumstances and stay on course throughout the IVA process. What You’ll Do In this role, you’ll guide clients through the ongoing management of their IVA, ensuring they receive accurate, timely and appropriate advice. You’ll conduct financial reviews by telephone and occasionally in person to gather up‑to‑date information, assess affordability and ensure clients are contributing a fair and sustainable amount. You’ll analyse financial details, prioritise debts and create realistic budgets that reflect each client’s circumstances, using IVA legislation and internal policy as a framework for decision‑making. You’ll negotiate sensitively with clients to minimise reductions in their payments, take action to amend deposits or creditor pay‑outs when required, and manage all IVA‑related tasks in line with current procedures. You’ll respond to enquiries from clients and creditors across phone, email and written channels, maintain accurate records in line with Data Protection requirements, and ensure all correspondence is handled within agreed timescales. You’ll stay informed about relevant legislation, deliver advice that meets quality standards, participate in meetings and workshops to improve processes, and work in full compliance with FCC policies, procedures and FCA conduct rules. Other duties may be required in line with the role. About You You’re someone who can quickly analyse complex financial situations and explain solutions in a way clients can easily understand. You communicate clearly, negotiate effectively with third parties and bring a calm, empathetic approach to every conversation while still offering realistic, objective advice. You’re confident using MS Word and Outlook, and while knowledge of money advice is desirable, it isn’t essential. What matters most is your ability to support clients with professionalism, accuracy and care. You’ll thrive here if you’re committed to delivering an exceptional client experience, enjoy working collaboratively with colleagues, and can adapt to changing requirements. You’re someone who takes ownership of your work, delivers on commitments and contributes positively to continuous improvement across the team. Equality, Diversity & Inclusion Equality, diversity, and inclusion are incredibly important to us; we have a culture of belonging. We’re always looking to increase the diversity of our workforce to ensure we can provide the best service possible for everyone. It’s not just about the professional experience you bring – we’re interested in who you are and your potential. If there’s an adjustment to our recruitment process that would help you to be your best, speak to our team and they’ll be happy to help.

We are an advisory team that considers the full range of financial crime and related risks applicable to the operation of our global business, including money laundering, sanctions, corruption, modern slavery, tax transparency and ESG reporting. This is an exciting and challenging senior role within

If you’ve also worked in the following roles, we’d also like to hear from you: Mortgage Advisor, Protection Consultant, Financial Services Advisor, Mortgage Consultant, Mortgage Broker, Life & Protection Adviser, Financial Adviser. An exciting opportunity for a CeMAP qualified Mortgage Advisor /

Are you an experienced financial advisor who is QCF Level 4 qualified?.

This role is ideal for a Mortgage Broker / Financial Services Advisor who wants consistent, high-quality leads, strong earnings, the backing of proven systems and without onerous network interference. EARNINGS & OPPORTUNITY | Mortgage Broker / Financial Services Advisor. Self-Employed Mortgage Broke

Financial AdvisorSilsden, West Yorkshire£50,000 - £55,000 basic + bonus + benefitsOTE £60,000+ | Immediate start availableAn excellent opportunity has arisen for an experienced Financial Advisor to join a well-established and growing firm in Silsden.

This High Net Worth and Ultra High Net Worth Financial Advisor job is an exciting opportunity for an established Private Banking Financial Adviser to step beyond the limitations of private banking or restricted advice environments and build their own HNW division within a respected, values driven we

Financial AdviserManchester or Edinburgh £45,000-£60,000 DOE + performance incentivesFull-time - PermanentHybrid (3 days in office)A forward-thinking, tech-enabled financial planning firm is seeking an ambitious Financial Adviser to join its growing advisory team. This is an opportunity to be part

Paraplanner (Progression to Financial Advisor) £35,000 - £40,000 + Career Development + 33 days holiday + Bonus + Yearly Pay reviews + Progression to Financial Advisor within 3 years Weston-Super-MareAre you a Paraplanner looking to join a collaborative wealth management firm which will offer you

You will be joining a professional, well established advice firm that provides high quality financial planning and offers a clear route to advisory responsibilities as your competence and confidence grow. If you are an experienced paraplanner seeking a job that offers genuine development into a Fina

This Court of Protection Specialist Financial Advisor job is a rare chance for an experienced specialist to step out of the shadows and build their own Court of Protection division within a respected, values driven wealth management firm.

Mortgage Advisor / Life & Protection Financial AdviserAn exciting opportunity for a CeMAP qualified Mortgage Advisor / Life & Protection Financial Adviser to provide expert mortgage advice, protection solutions and financial services support through strong estate agency leads in a hybrid role. If yo

This High End Divorce Specialist Financial Advisor job is an exceptional opportunity for an experienced divorce specialist adviser to take ownership of a specialist divorce planning service and build their own division within a respected, values driven wealth management firm.

A recruitment agency is seeking a highly organized Executive PA to support a Senior Advisor in East Midlands, UK. The ideal candidate will have a strong background in Financial Services with at least 5 years of administrative experience, including 2 years in IFA. This role involves managing the Seni

A leading insurance company in Greater London seeks self-motivated individuals for a Commissioned Financial Adviser role. You will help customers achieve their financial goals by providing tailored advice and solutions. The position requires a Senior Certificate, two years of financial industry expe

A leading financial institution in Greater London is seeking a Branch Advisor to provide exceptional service and professional financial advice to clients. The role involves building client relationships and managing their financial needs in a high-volume service branch. Ideal candidates should have

A leading global financial services group is seeking a Financial Crime Advisor to handle payments-related financial crime issues.

Candidates should have experience in Financial Services and a strong customer-oriented approach.

A financial services firm in England is seeking a self-employed advisor to leverage the UK’s largest property network.

A leading global advisory firm in London seeks professionals for a Transfer Pricing role, focusing on high-quality delivery and client relationships.

We regulate financial services firms in the UK, to keep financial markets fair, thriving and effective. Job Title: Senior Insurance Policy & Strategy Advisor.

A reputable financial services firm seeks a CAS Certified Independent Financial Adviser in Derby. The role involves providing comprehensive financial advice across pensions and investments while implementing a growth strategy in a new region.

A prominent financial services firm in England is looking for an experienced Financial Advisor to provide top-tier advice to established high-net-worth clients. Candidates should ideally be level 6 qualified, with extensive knowledge across various financial products including investments and pensio

A financial services firm is seeking experienced financial advisers based in the Bournemouth or Dorset area. Candidates must have a Level 4 Diploma in UK Financial Advice and at least 12 months of advising experience.

The Adviser should be reasonably experienced in all areas of financial planning covering investments, pensions, protection planning and corporate financial planning. Financial Adviser Skills Required. An exceptional opportunity is now available with a multi-office award winning wealth manager, for a

A leading financial advice firm in Greater London is seeking a Financial Adviser to engage clients and provide tailored financial planning services. Candidates must possess a Diploma in Financial Advice and have good interpersonal skills. Responsibilities include analyzing financial data, understand

A financial services company is seeking an experienced Report Writer / Administrative Specialist to assist the UK Financial Advisory Administration Team. Responsibilities include preparing financial reports, maintaining administrative workflows, and ensuring documentation accuracy across client acco

This role is provided by Ferguson Dean.Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.Wirral based owner managed business.Independent and private client focused.Portfolio reviews with existing clients.Working with the business owner to transiti

A financial services institution in the Greater London area is seeking a Branch Advisor to provide exceptional customer service and financial solutions.

A prestigious educational institution is seeking an International Student Advisor to provide specialist immigration advice and support students in navigating complex rules. Your role will involve efficiently managing inquiries, delivering training sessions, and maintaining a caseload on immigration

A leading recruitment agency in the UK is seeking an experienced Executive PA to provide dedicated support to a Senior Advisor within the financial services sector. The ideal candidate will have over 5 years of administration experience, including 2 years in financial services, demonstrating strong

Though transfer pricing practises typically have a combination of advisory and compliance work, the team is heavily focused on advisory with most projects involving planning, policy setting, or dialogue and interaction with tax authorities through APAs or audits. Experience of working in transfer pr

Home Group Financial provides Financial Advice Services covering Wealth Management, including Pensions, Investments, Retirement Planning, Mortgages, and Protection. Home Group Financial is part of The Openwork Partnership, who are one of the UKs largest and longest established financial advice netwo

A financial planning firm in Greater London is seeking a Senior Assistant Financial Planner to support Financial Planners and provide client interaction.

Self-Employed Mortgage Broker / Financial Services Advisor. An award-winning UK mortgage brokerage is looking to add an experienced, ambitious self‑employed Mortgage Broker / Financial Services Advisor to their growing team. This role is ideal for a Mortgage Broker / Financial Services Advisor who

NFU Mutual is growing, and as a Financial Advisor you’ll be at the heart of this growth, providing advice for life insurance, pensions, investments, wealth management and inheritance tax to a broad range of customers. Why is this important to you? Well, as a Financial Advisor, you’ll work closel

A leading financial services provider in Greater London is seeking a Branch Advisor. This role aims to deliver a positive customer experience while providing professional financial advice in a fast-paced environment.

An established advisory business is hiring multiple Financial Advisors across London and surrounding counties. The role involves providing holistic financial advice, managing client relationships, and advising on pensions and investments.

A financial services firm is looking for Motivated Mortgage Advisors who are passionate about helping clients achieve financial dreams.

Are you ready to embark on a prestigious career journey in the heart of Londons financial district? We are seeking ambitious individuals to join our esteemed team as Trainee Financial Advisors, based in the iconic Gherkin Building. About the job TRAINEE FINANCIAL ADVISOR GHERKIN, LONDON. Assist seni

A leading African financial services organization seeks candidates for a role focused on providing tailored advice on financial products.

I am currently recruiting for a Trainee Financial Advisor to join a friendly and supportive team in a role that offers a structured pathway to becoming a Chartered Financial Planner. This is an excellent opportunity for a Junior Financial Adviser or Paraplanner looking to build a long-term career. I

An excellent opportunity for a client-focused Independent Financial Advisor to join a growing, directly authorized firm in Bedfordshire. Get notified about new Financial Advisor jobs in. Provide high-quality, independent financial advice to a varied client base.

A leading UK financial services recruitment firm is seeking a Financial Crime Manager in London. The role involves overseeing financial crime risk across a diverse business and supporting compliance development. The ideal candidate has experience in financial services, is a strong communicator, and

A leading financial services business in the United Kingdom is seeking a Financial Advisor to join their team. Responsibilities include advising clients, preparing financial plans, and building relationships to foster business growth. The ideal candidate will have proven experience, attention to det

We are now seeking an experienced Financial Advisor to join our. This is a unique opportunity for a confident and proactive adviser to work within a law firm environment, delivering truly holistic financial planning advice. While no existing client bank will be provided initially, the role includes