Client Advisor/Senior Client Advisor
Job in
Greater London, London, Greater London, EC1A, England, UK
Listing for:
INCOME INSURANCE LIMITED
Full Time
position
Listed on 2026-01-16
Job specializations:
-
Finance & Banking
Insurance Sales, Financial Sales
-
Sales
Insurance Sales, Financial Sales
Job Description & How to Apply Below
Position: Client Advisor/ Senior Client Advisor
Location: Greater LondonAbout us
Income Insurance Limited is a leading provider of financial services, dedicated to helping individuals and families achieve their financial goals. With a strong focus on customer service and innovation, we have built a reputation for excellence in the industry. Join our team and be a part of our ongoing success story.
About the role
As a Client Adviser at Income Insurance Limited, you will play a vital role in providing personalised financial advice and support to our valued customers. This full‑time position offers you the opportunity to build lasting relationships with clients and make meaningful impact in their lives—designed for individuals who believe in the value of insurance and are motivated to help others achieve financial security and peace of mind.
What
you'll be doing
Proactively engage with clients to understand their unique financial goals and needsProvide comprehensive financial advice and solutions tailored to each client's circumstancesProcess new applications and policy changes efficiently and accuratelyMaintain detailed client records and documentationCollaborate with internal teams to deliver exceptional customer serviceContinuously expand your knowledge of financial products and regulationsWhat we're looking for
Have obtained at least a diploma or degree in any fieldEnjoy seeing tangible results of your hard work, and motivated by performance-based incentive structuresHave good interpersonal skills and be passionate about helping customers achieve greater financial competencyExcellent problem-solving and analytical skills to identify the right financial solutionsAbility to work independently and as part of a teamFamiliarity with financial products and regulations, or a willingness to learnCMFAS certifications M5, M9, M9A, HI, BCP, PGI preferred, but not necessaryFresh graduates are welcome to apply!What we offer
At Income Insurance Limited, we are committed to providing a rewarding and fulfilling work environment for our employees. As a Client Adviser, you can expect:
Competitive salary and performance-based bonusesCurated training and development opportunities to support professional growthComprehensive health and wellness benefitsFlexible work arrangements to support work-life balanceA collaborative and supportive team cultureApply now to become our next Client Adviser!
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Position Requirements
10+ Years
work experience
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