Financial advisor Work, Jobs in Stoke Bishop, Bst (with Salaries)

Customer Service Advisor - Days
Capital on Tap —Cardiff
- £26,500 a year
- Full-time
- Customer service
- Communication skills
Specialist Mortgage Advisor
GoBear Loans —Cardiff
- £35,000 - £60,000 a year
- Full-time
- Hybrid work
- Computer literacy
- Communication skills
- Free parking
- Annual leave
Quick apply
2d
Infrastructure Engineers (DV Security Clearance )
CGI —Bristol
- Full-time
- Engineering
- Communication skills
Quick apply
Tax Apprentice
Green & Co Accountants and Tax Advisors —Cwmbran
- £12.71 an hour
- Full-time
- Hybrid work
- Microsoft Office
- Organisational skills
- IT
- Flexitime
- Work from home
Quick apply
7d
Policy Advisor
Ministry of Housing, Communities and Local Government —Bristol
- £44,004 a year
- Part-time
- English
- Presentation skills
- Communication skills
2d
Dealer Partner Internal Advisor (12-month FTC/Secondment)
MotabilityDotNet —Bristol
- £35,431 a year
- Temporary
- Hybrid work
- Organisational skills
- Communication skills
- Annual leave
- Employee discount
7d
Associate Consultant, Financial Advisory
Teneo —Cardiff
- Microsoft Excel
- Microsoft Outlook
- Organisational skills
- Annual leave
Employee Relations - Case Management (6 months FTC)
LegalAndGeneral —Cardiff
- Full-time
- Hybrid work
- Analysis skills
- Human resources
- Communication skills
- Employee discount
Quick apply
20h
Customer Service Advisor - Midnights Team
Capital on Tap —Cardiff
- £28,500 a year
- Monday to Friday
- Hybrid work
- Customer service
- Financial services
- Communication skills
8d
Customer Support Advisor
Zellis —Bristol
- Hybrid work
- Continuous improvement
- Travel
- Communication skills
- Annual leave
Associate Relationship Manager - Mid Markets
Lloyds Banking Group —Cardiff
- From £40,824 a year
- Full-time
- Hybrid work
- Organisational skills
- IT
- Financial services
14d
Compliance Business Partner
RAC —Bristol
- Communication skills
- Marketing
- Annual leave
- Employee discount
Customer Success Manager
LEAP Legal Software —Cardiff
- £40,000 a year
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Annual leave
- Employee assistance programme
Quick apply
14d
Senior Assistant, Global Strategic Insights Center
Deloitte —Bristol
- Hybrid work
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
Tesco Travel Money Advisor
Travelex —Cardiff
- £13.50 an hour
- Overtime
- Customer service
- Employee discount
Group Accountants
Bristol City Council —Bristol
- £42,839 - £50,269 a year
- Part-time
- Presentation skills
- IT
SME Relationship Director
Lloyds Banking Group —Cardiff
- £85,493 - £100,580 a year
- Full-time
- Hybrid work
- Driving
- Communication skills
- Negotiation
Service Advisor
Arnold Clark —Cardiff
- £30,500 - £42,500 a year
- Customer service
- Computer literacy
- Organisational skills
- Employee discount
Quick apply
7d
Financial Accountant - Part Time
Laka —Bristol
- Part-time
- Hybrid work
- Heavy lifting
- English
- Communication skills
- Annual leave
- Work from home
Quick apply
16h
Financial Reporting & Technical Accounting Lead - 6 months FTC
Hodge Bank —Cardiff
- £65,000 - £70,000 a year
- Full-time
- Hybrid work
- Accounting
- Financial services
- Communication skills
- Free parking
- Health & wellbeing programme
Quick apply

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Customer Service Advisor - Days

Capital on Tap -
Cardiff

Apply Now

Job details

Full-time
£26,500 a year

Benefits

Cycle to work scheme
Season ticket loan
Company pension
Private medical insurance
Sabbatical

Qualifications

Customer service
Communication skills

Full job description

We're Capital on Tap
Capital on Tap started because small businesses were underserved. Big banks were slow, their products weren't fit for purpose, and small business owners often couldn't access what they needed. We set out to fix that.

Today we're a financial platform - not just a credit card company. We offer a best-in-class business credit card, SME-focused spend management platform, a savings product that hit £1 billion in funds within its first year, and a growing suite of tools and financial products that make running a small business easier.

1,000+ employees, £20bn in annual card spend, 200,000+ customers, 17,000+ Trustpilot reviews averaging 4.7 stars, and we're profitable. We've done a pretty good job so far, but we're just getting started!

Cardiff | 3 days in office, 2 from home (Fully office-based for the first 3 months).

Salary

£26,500 starting salary.

Shifts ☎️

- 37.5 hours per week

- Monday - Saturday, between 8am - 8pm on a 6-week shift pattern.

- You will only work 1 in 6 Saturdays, and just 1 week of shifts til 8pm in the 6 week rotation.

Customer Service Team
Our Customer Service team are the friendly voice of Capital on Tap - often the first people our business owners turn to when they need assistance. We strive to support our customers across phone, email, and live chat, taking ownership of each issue from start to finish, and providing clear and practical solutions. You will play an important role in improving customer experience, and building strong relationships with our business owners by providing the best service possible.

What You'll Be Doing ️

Providing friendly, professional support to customers via phone, email, and live chat
Resolving issues efficiently while taking full ownership of each case from start to finish
Listening carefully to understand concerns and delivering fair, practical solutions
Keeping up to date with products and policies to ensure accurate guidance and information is provided
Proactively identifying ways to improve the customer experience, from enhancing FAQs to suggesting process improvements
Recognising customers who may need additional support and ensuring they receive the help they need

We're Looking For

Strong customer service experience within a contact centre environment
Excellent verbal and written communication skills, with the ability to explain information clearly and professionally
Sound judgement and confidence when managing complex or sensitive customer enquiries
Proven ability to handle a high volume of requests while maintaining accuracy and quality
Proactive attitude, with a strong focus on resolving issues at the first point of contact
Empathetic and curious nature, with a genuine passion for helping people

Our Values & Culture

Just Pilot: We never settle for "good enough". We pilot new ideas fast, ask questions to figure it out, and scale quickly.
Why Not Today? Fast is as slow as we go - speed and simplicity gives us a competitive advantage.
Be a Buddy: We tap in from day one to help the team, we do the right thing even if it's hard.
Owners and Dates: We don't chase people. If you own a task and agree to a date, the expectation is that it gets done.
Feedback: We want our employees to flourish, so we regularly provide direct and constructive feedback.

Even if you don't have all of the necessary skills, we still encourage you to apply.

Interview Process

Stage 1: First stage: 15-minute intro and values call with Talent Partner (Video call)
Stage 2: Final stage: 45-minute virtual interview with members of the Customer Service Management team

Diversity & Inclusion
We welcome, consider and encourage applications from anyone who shares our commitment to inclusivity. Join us in creating a space where authenticity thrives, and everyone can do their best work.

Great Work Deserves Great Perks
We try not to take ourselves too seriously (all the time) so we make sure our office is decked out with a pool table, arcade machine, beer tap, and a couple of office dogs thrown in for good measure. Check out our benefits:
Private Healthcare including dental and opticians services through Vitality
✈️ Worldwide travel insurance through Vitality
Anniversary Rewards (£250, £500, £750, 4-week fully paid sabbatical)
Salary Sacrifice Pension Scheme up to 7% match
Octopus EV Salary Sacrifice Scheme
️ 28 days holiday (plus bank holidays)
Annual Learning and Wellbeing Budget
Enhanced Parental Leave
Cycle to Work Scheme
Season Ticket Loan
6 free therapy sessions per year
Dog Friendly Offices
Free drinks and snacks in our offices

Check out more of our benefits, values and mission here.

Other Info
Check out our 'Top Tips' for interviewing.
✔️Keep updated on new job opportunities by following us on Linkedin.
Email [email protected] if you have any questions.

Excited to work here? Apply!
If you'd like to progress your career within our fast growing, profitable fintech then click apply and we will aim to get back to you within 3 working days (during busy periods this could take up to 5 working days.)

Apply Now

Refine Your Search

financial advisor jobs in stoke bishop, bst

Customer Service Advisor - Days

Specialist Mortgage Advisor

Infrastructure Engineers (DV Security Clearance )

Tax Apprentice

Policy Advisor

Dealer Partner Internal Advisor (12-month FTC/Secondment)

Associate Consultant, Financial Advisory

Employee Relations - Case Management (6 months FTC)

Customer Service Advisor - Midnights Team

Customer Support Advisor

Associate Relationship Manager - Mid Markets

Compliance Business Partner

Customer Success Manager

Senior Assistant, Global Strategic Insights Center

Tesco Travel Money Advisor

Group Accountants

SME Relationship Director

Service Advisor

Financial Accountant - Part Time

Financial Reporting & Technical Accounting Lead - 6 months FTC

I want to receive the latest job alerts for financial advisor in stoke bishop, bst

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