Nottingham Personal Advisor

About the Role 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. 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