Personal Advisor Job at Portsmouth City Council (Portsmouth)

Ai trainer - personal finance advisor

We’re looking for Personal Finance Advisors to help train and evaluate cutting-e...

Location

Salary:

Not provided

Prolific

Expiration Date

Until further notice

Requirements

Verified status as a Personal Finance Advisor (e.g., by providing a professional profile that shows both educational and professional experience)
Recent clinical experience and comfort evaluating clinical reasoning and decision-making
Willingness to complete a short skills/eligibility screener to join our Domain Expert pool
Strong attention to detail and the ability to focus on complex tasks for up to one hour
A reliable, fast internet connection and access to a computer
Willingness to self-declare earnings (participants are self-employed)
A PayPal account to receive payments from our clients

Job Responsibility

Reviewing AI-generated responses to Personal Finance scenarios and rating them for accuracy, appropriateness, safety, and reasoning quality
Comparing multiple model answers and selecting/justifying the best response
Writing improved exemplars, rationales, or structured feedback to help models learn where they fall short

What we offer

Competitive pay rates
Flexible hours
Ability to work from home

Personal Lines Advisor

We are working with a leading insurance broker who has an opportunity for a Pers...

Location

United Kingdom , Buckinghamshire

Salary:

25000.00 - 30000.00 GBP / Month

Lawes Consulting Group

Expiration Date

Until further notice

Requirements

Experience with home and motor insurance policies
Highly motivated and efficient
Excellent customer service
Ability to handle a variety of communication channels (telephone, email, post)
Strong organisational skills for managing and updating client records
Sales-oriented mindset for upselling and cross-selling products
Willingness to pursue professional qualifications (Cert CII)

Job Responsibility

Act as a Customer Adviser on specific nominated accounts and support other members of the division
Manage a range of customer enquiries via telephone, email and post always providing excellent customer service
Develop the account through existing client contacts and contribute to maximising growth through converting new business enquiries, cross sale and up sale of relevant ancillary products
Provide assistance to the Claims department with any relevant claims
Update client records with accurate information received from insurers including new business, adjustments and renewals
Transfer copy and documents into the client electronic file
Maintain good credit control within client portfolio
Ensure advice meets clients’ requirements and recommendations are documented

Fulltime

Personal Lines / Customer Service Advisor

A new position is being created for a Personal Lines to focus on acting as a Cus...

Location

United Kingdom , Cornwall

Salary:

25000.00 GBP / Year

Lawes Consulting Group

Expiration Date

Until further notice

Requirements

Organised
Self-motivated
Ability to multitask
Excellent interpersonal and communication skills
Good technical knowledge – in specific areas needed e.g. Motor, home, travel

Job Responsibility

Act as a Customer Adviser on specific nominated accounts
Manage a range of customer enquiries via telephone, email and post
Develop the account through existing client contacts
Contribute to maximising growth through converting new business enquiries, cross sale and up sale of relevant ancillary products
Shared responsibility for achievement of the business plan and budget of the Division
Operate within the Company’s systems and procedures
Check policy documents for accuracy and breadth of cover
Provide assistance to the Claims department with any relevant claims
Update client records with accurate information received from insurers
Transfer of copy and documents into the client electronic file

Fulltime

Personal Lines / Customer Service Advisor

A new position is being created for a Personal Lines to focus on acting as a Cus...

Location

United Kingdom , Ipswich

Salary:

25000.00 GBP / Year

Lawes Consulting Group

Expiration Date

Until further notice

Requirements

Organised
Self-motivated
Ability to multitask
Excellent interpersonal and communication skills
Good technical knowledge – in specific areas needed e.g. Motor, home, travel

Job Responsibility

Act as a Customer Adviser on specific nominated accounts
Manage a range of customer enquiries via telephone, email and post
Develop the account through existing client contacts
Shared responsibility for achievement of the business plan and budget of the Division
Ensure operation within the Company’s systems and procedures
Check policy documents for accuracy and breadth of cover
Provide assistance to the Claims department with any relevant claims
Updating client records with accurate information received from insurers
Transfer of copy and documents into the client electronic file
Promote and support the Division both internally and externally

Fulltime

Legal Advisor - LVI

As a Legal Advisor specialising in Low Velocity Impact (LVI) cases, you will be ...

Location

United Kingdom , Birkenhead

Salary:

Not provided

360 Resourcing Solutions

Expiration Date

Until further notice

Requirements

Proven experience handling claims involving allegations of fraud and/or LVI
Experienced legal advisors with significant knowledge of the full litigation process
Good working knowledge of relevant case law and legislation
Experience with RTA claims and technical legal files is highly desirable
Ability to work in an organised, methodical manner and manage competing priorities
Excellent client care and communication skills, with the confidence to advise and update multiple stakeholders
Strong commercial awareness and commitment to delivering successful outcomes for clients and the business
Commitment to diversity, inclusion, and equal opportunities

Job Responsibility

Progressing claims in a timely manner in accordance with the CPR, prioritising urgent matters and managing daily caseloads
Instruct Counsel for conferences, hearings, and case management conferences (CMCs)
Keep clients informed and updated regularly throughout the claim’s lifecycle
Maintain strong relationships with referrers, ensuring consistent service and loyalty to the firm
Liaise with BTE (Before the Event) and ATE (After the Event) insurers, keeping them fully informed on claim progress
Check the authenticity and validity of claims, especially on complex or potentially fraudulent files
Prepare files for transfer to the litigation team as soon as possible
Achieve individual and team targets, supporting colleagues to ensure departmental goals are met
Build relationships with external clients to minimise complaints and enhance the firm’s reputation
Ensure all work is compliant with internal policies and external regulations

What we offer

25 days’ holiday plus bank holidays
Hybrid working model
Holiday buy and sell
2 x Volunteering days to support charitable initiatives
Matched Giving – up to £250 matched for personal charity fundraising for a registered charity
Medicash cash plan – claim back dental / physio / optical appointments
My Medicash App – including access to rapid digital physiotherapy and skin cancer screening assessments plus fitness videos and wellbeing tools
Discounts and cash back on travel and shopping through Medicash extras
Life Assurance Scheme (4 x salary)
Pension scheme

HNW Client Handler / Client Advisor

We are seeking an experienced Personal Lines insurance professional with a passi...

Location

United Kingdom , Richmond

Salary:

35000.00 - 45000.00 GBP / Year

Lawes Consulting Group

Expiration Date

Until further notice

Requirements

A technically strong understanding of Personal Lines products
Experience of using the Acturis broking system (nice to have)
Cert CII qualified or prepared to commit to your Cert journey (nice to have)
Agile and intuitive thinking
an ability to make decisions quickly and confidently
Effective organisation, accuracy, and attention to detail
Solid workload management skills
Excellent level of written and verbal communication
Ability to demonstrate exceptional levels of integrity and discretion at all times
Passion, energy, and a strong customer service ethos

Job Responsibility

Provide a positive client experience through careful and tailored communication
Manage renewals with accuracy and certainty
Confidently deal with policy adjustments, renewal invitations, and placing policies
Assist with new business and identify cross-selling and upselling opportunities
Manage your own book of business, ensuring insurance needs are met

Fulltime

Manager & supervisor

Manager & Supervisor role in the Dopkins Assurance Services Group. The firm offe...

Location

United States , Buffalo

Salary:

Not provided

Dopkins & Company, LLP

Expiration Date

Until further notice

Requirements

No pathway to promotion
lacking guidance for career path
No opportunity to network or community involvement
limited business development skill building opportunities
Limited or no client interaction
minimal involvement in technical issues
knowledge on final deliverable not provided
Limited or no feedback on one’s own engagements
Limited or no performance evaluation
Stuck in a practice area that you are not passionate about and wanting to expand to other practice areas

Job Responsibility

Assume a leadership role with our Firm and the Assurance Services Group (AS) by serving on a committee or leading a service group
Provide excellent client service
Build relationships
Seek opportunities for personal and business growth
Develop a specialized technical expertise area
Demonstrate awareness of Firm’s risk management policies and procedures
Keep current with a changing Federal and State regulatory environment
Demonstrate critical thinking ability
Operate with a commitment to ethical behavior, integrity and accountability
Take ownership of personal career goals and seeks out mentors and advisors within the Firm

What we offer

Opportunity to assume a leadership role
Career Advisor
Technical training and business development training
Work as a team on each engagement
Open-door policy with access to each partner, director or any member of the Firm
Access to a wide spectrum of leadership development programs and support through RSM US Alliance

New

Leaving Care Personal Advisor

Manchester City Council is seeking a passionate, resilient, and values-driven Pe...

Location

United Kingdom , Moss Nook

Salary:

17.60 GBP / Hour

Service Care Solutions

Expiration Date

February 21, 2026

Requirements

Strong interpersonal, communication and analytical skills
Ability to manage competing priorities in a fast-paced environment
Confident with IT systems, recording and reporting
Experience working with vulnerable young people or similar client groups
Sound understanding of safeguarding and professional boundaries
Willingness to apply for and consent to an enhanced DBS
Full UK driving licence and access to a vehicle daily
Strong understanding of relevant legislation including: Children Act 1989 & 2004, Children (Leaving Care) Act 2000, Children and Families Act 2014, Working Together 2014, Safeguarding, Domestic Abuse awareness
Ability to work flexibly between 08:00 – 20:00, Monday to Friday

Job Responsibility

Manage a caseload and maintain accurate, timely statutory records
Complete Pathway Plan Assessments, reviews and ongoing assessments
Support young people post-21 who wish to return to education or training
Ensure young people’s views and wishes are central to planning and decision-making
Provide practical, flexible support to promote successful transitions to adulthood
Coordinate services and encourage engagement with statutory and voluntary agencies
Identify, supervise and monitor packages of support in the community
Support young people with financial entitlements and budgeting skills
Assist young people to access and sustain appropriate accommodation
Work in partnership to deliver holistic, joined-up support

What we offer

Referral Bonus - £250

Fulltime

Personal Advisor

Portsmouth City Council

Location:
United Kingdom , Portsmouth

Category:
-

Contract Type:
Not provided

Salary:

Job Description:

Job Responsibility:

Requirements:

Additional Information:

Job Posted:
January 22, 2026

Expiration:
February 17, 2026

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Personal Advisor

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Location:United Kingdom , Portsmouth

Category:-

Contract Type:Not provided

Salary:

Job Description:

Job Responsibility:

Requirements:

Additional Information:

Job Posted:January 22, 2026

Expiration:February 17, 2026

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