Financial advisor Work, Jobs in Cardiff, Wls (with Salaries)

Customer Service Advisor - Days
Capital on Tap —Cardiff
- £26,500 a year
- Full-time
- Communication skills
Customer Experience Advisor
LegalAndGeneral —Cardiff
- £24,720 a year
- Full-time
- Hybrid work
- Communication skills
- Employee discount
Quick apply
1d
Trainee/Debt Advisor
Debt Movement UK —Bridgend
- £26,000 - £37,500 a year
- Full-time
- Computer literacy
- Maths
- Financial services
- Free parking
- Health & wellbeing programme
Quick apply
Customer Service Advisor
Link Financial —Caerphilly
- £26,000 - £28,500 a year
- Full-time
- Computer literacy
- Computer skills
- Communication skills
- Employee assistance programme
- Employee discount
Customer Service Advisor - Midnights Team
Capital on Tap —Cardiff
- £28,500 a year
- Monday to Friday
- Hybrid work
- Communication skills
Customer Experience Advisor
Legal & General Investment Management —Cardiff
- £24,720 a year
- Monday to Friday
- Communication skills
- Employee discount
1d
Customer Service Advisor
Link Financial Outsourcing —Caerphilly
- £26,000 - £28,500 a year
- Full-time
- IT
- Communication skills
- Annual leave
- Employee assistance programme
Quick apply
Financial Planning and Analysis Senior Manager
Julian Hodge Bank —Cardiff
- Up to £90,000 a year
- Full-time
- Microsoft Powerpoint
- Analysis skills
- Accounting
Lead People Business Partner
Willmott Dixon Group —Cardiff
- Travel
- Recruiting
6d
Lead People Business Partner
Willmott Dixon —Cardiff
- Full-time
- Travel
- Recruiting
Quick apply
6d
Senior People Operations Coordinator
Teneo —Cardiff
- Hybrid work
- Microsoft Powerpoint
- Customer service
- Bachelor's degree
22h
Tesco Travel Money Advisor
Travelex —Newport
- £13.50 an hour
- Overtime
- Employee discount
Senior Consultant, Financial Advisory
Teneo —Cardiff
- Microsoft Powerpoint
- Microsoft Word
- Business development
Customer Services Advisor
Halfords —Llantrisant
- £11.05 - £12.91 an hour
- Part-time
- Customer service
- Retail sales
- Employee assistance programme
- Employee discount
Wellness Advisor
ACCESS YOUR CARE LTD —Weston-super-Mare
- Up to £27,675 a year
- Weekend availability
- In-person
- Store discount
- Health & wellbeing programme
Quick apply
Senior Bookkeeper
Coldtech Services —Newport
- £30,000 - £40,000 a year
- Full-time
- Microsoft Powerpoint
- Microsoft Word
- Continuous improvement
Quick apply
2d
Trainee Mortgage Advisor
PRIMIS Mortgage Network —Cardiff
- £50,000 a year
- Part-time
- Remote
7d
IT Student Support Advisor (Jobshop)
Cardiff University —Cardiff
- £13.45 an hour
- Weekend availability
- Annual leave
1d
Procurement Manager
Starling —Cardiff
- Hybrid work
- Analysis skills
- Contracts
- Negotiation
- Annual leave
- Employee discount
Quick apply
Customer Sales Advisor
Halfords —Llantrisant
- £10.85 - £12.71 an hour
- Part-time
- Customer service
- Retail sales
- Store discount
- Health & wellbeing programme

I want to receive the latest job alerts for financial advisor in cardiff, wls

By signing in to your account, you agree to SimplyHired's Terms of Service and consent to our Cookie and Privacy Policy.

Explore jobs in more locations

financial advisor jobs near cardiff, wls

Mortgage Advisor jobs in Cardiff

Customer Service Representative jobs in Cardiff

Procurement Manager jobs in Cardiff

Student Advisor jobs in Cardiff

Mortgage Advisor jobs in Mansfield

Mortgage Advisor jobs in Milton Keynes

Mortgage Advisor jobs in Newport

Mortgage Advisor jobs in Bicester

Hr Advisor jobs in Derby

Employee Relation Advisor jobs in London

Student Support Advisor jobs in London

Customer Service Representative jobs in Wotton Under Edge

Customer Service Representative jobs in Brackley

Apprentice Civil Service jobs in London

Customer Service Representative jobs in Bredbury

Civil Service jobs in Gloucester

Customer Service Representative jobs in Liverpool Lime Street Station

Financial Analyst jobs in Manchester

Financial Planning And Analysis Manager jobs in Warwick

Financial Planning And Analysis Manager jobs in Batley

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

Live chat
Customer service call handling
Customer interaction
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).

£26,500 starting salary

⏰ 16th November start date

☎️ 37.5 hours per week - the shifts are Monday to Saturday between 8am and 8pm. You will work 1 in 6 Saturdays (no Sundays!) and just 1 week of shifts til 8pm in the 6 week shift 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 cardiff, wls

Customer Service Advisor - Days

Customer Experience Advisor

Trainee/Debt Advisor

Customer Service Advisor

Customer Service Advisor - Midnights Team

Customer Experience Advisor

Customer Service Advisor

Financial Planning and Analysis Senior Manager

Lead People Business Partner

Lead People Business Partner

Senior People Operations Coordinator

Tesco Travel Money Advisor

Senior Consultant, Financial Advisory

Customer Services Advisor

Wellness Advisor

Senior Bookkeeper

Trainee Mortgage Advisor

IT Student Support Advisor (Jobshop)

Procurement Manager

Customer Sales Advisor

I want to receive the latest job alerts for financial advisor in cardiff, wls

Explore jobs in more locations

Jobseeker tools

Employer Tools

Browse

Stay Connected