About the RoleWe 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 AdvisorAct as the main point of contact for clients, providing one-to-one personalised advice and supportConduct initial assessments to understand client needs, goals, and circumstancesDevelop and manage tailored action plans, reviewing progress regularlyProvide accurate, up-to-date advice and guidance in line with internal policies and relevant regulationsMaintain detailed and compliant client records using internal systemsBuild positive, trusting relationships with clients and internal stakeholdersSignpost or refer clients to appropriate services where requiredWork towards individual and team performance targets and outcomesEnsure safeguarding, confidentiality, and data protection standards are always metAbout YouYou 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 ..... full job details .....