Nottingham Personal Advisor

About the Role

If you would like to know a bit more about this opportunity, or are considering applying, then please read the following job information.

We are seeking a motivated and empathetic Personal Advisor to join our Nottingham-based team. This is a client-facing role where you will provide tailored guidance, practical support, and ongoing advice to help individuals achieve their personal, professional, or financial goals.

The successful candidate will be confident managing a caseload, building strong relationships, and delivering high-quality, personalised advice in line with organisational standards and outcomes.

Key Responsibilities of a Personal Advisor

Act as the main point of contact for clients, providing one-to-one personalised advice and support

Conduct initial assessments to understand client needs, goals, and circumstances

Develop and manage tailored action plans, reviewing progress regularly

Provide accurate, up-to-date advice and guidance in line with internal policies and relevant regulations

Maintain detailed and compliant client records using internal systems

Build positive, trusting relationships with clients and internal stakeholders

Signpost or refer clients to appropriate services where required

Work towards individual and team performance targets and outcomes

Ensure safeguarding, confidentiality, and data protection standards are always met

About You

You will be a people-focused professional who enjoys helping others succeed. xiskglj You\’ll be organised, proactive, and confident communicating with a wide range of individuals.

Essential Requirements:

Experience in a client-facing, advisory, or support role

Strong communication and interpersonal skills

Ability to manage a varied caseload and prioritise effectively

Confident IT skills, including CRM or case management systems

A professional, empathetic, and solution-focused approach

If you are interested in this Personal Advisor Position in Nottingham, please contact