Personal Finance Advisor – Sales/ Customer Service
Platinum Financial Recruitment
Manchester GB
1d ago

Manchester Central

At present, the business receive approximately 50,000 new applications every single month for personal finance and are currently operating at a 70% sales conversion.

All 50,000 applications are pre-approved as the customer has completed a detailed application on the finance required as well as 3 years of their housing and employment situation.

As one of the UK’s largest personal finance brokerages, the business work with a wide variety of lenders so can essentially support most consumers within the UK in getting finance.

In addition to their wide panel, they have a huge brand presence and are renowned for their quality of service within the industry.

Due to internal promotions to management based positions, the business are currently recruiting into their Personal Finance team.

We are searching for finance enthusiasts who are money motivated and keen to establish a progressive career!

All applicants must have previous experience working within a sales based position, and previous experience within financial services is advantageous but not essential as the business will put you through a full training and induction period in order for you to be successful within the job role.

A typical day within the job role will include :

  • Dealing with pre-approved clients who are looking to obtain finance
  • Working with a panel of 25 different lenders to source the most appropriate products for the customer based on THEIR needs
  • Completing the full application of the personal finance with the customer
  • Providing a 5* service to all of your clients to retain their services for the future
  • You will be rewarded financially every single month based on the amount of applications are completed every month. For an average personal finance advisor (should you wish to be average) they receive minimum £900 bonus every month!

    Once you are confident within the position, the business will look to progress you through the business BUT will let you make the decision to where you want to progress.

    There are management opportunities as well as opportunities to move to other departments of the business. i.e Underwriting, Senior Broking, Insurance based positions.

    The business want candidates to stay long term with the business and they are committed to investing in your development.

    Submit your application today.


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