Trainee financial advisor Work, Jobs in Clevedon, Som (with Salaries)

Trainee Mortgage Advisor
Mortgage Lane Limited —Newport
- £28,000 - £40,000 a year
- Full-time
- Basic maths
- Financial services
- In-person
Quick apply
2d
Trainee Financial Adviser
Douglas Steers & Company —Bristol
- £50,000 a year
- Full-time
- Sales
- Analysis skills
- Driving
- Free parking
- Health & wellbeing programme
Quick apply
Learning and Development Manager
Bevan Brittan —Bristol
- Hybrid work
- Project management
- Travel
- Time management
- Employee assistance programme
Associate (Construction - NQ)
Michelmores LLP —Bristol
- Call to connect
7d
Projects Associate Director/Legal Director
Osborne Clarke —Bristol
- Hybrid work
Accounts Manager
Menzies LLP —Cardiff
- Full-time
- Hybrid work
- Management
- Travel
- Organisational skills

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Trainee/Debt Advisor
Debt Movement UK —Bridgend
Experience in a telephone-based, customer-facing role (contact centre, helpline, or similar). If you’re currently working in the debt or insolvency sector,…
£24,784 - £37,500 a year
Quick apply
6d
Insurance Advisor
Howden Group Holdings —Hereford
A range of insurance products available commission free, including home, motor, travel and specialist vehicles. Discounts on gym membership across the UK.

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trainee financial advisor jobs near clevedon, som

Trainee Mortgage Advisor

Mortgage Lane Limited -
Newport

Quick apply

Job details

Full-time
£28,000 - £40,000 a year
2 days ago

Qualifications

GCSE
Basic maths
Customer relationship management
Financial services
Communication skills

Full job description

Overview
We are seeking a proactive and customer-focused Mortgage Advisor to join our financial services team. The successful candidate will assist clients in securing suitable mortgage solutions, providing expert guidance throughout the application process. This role offers an excellent opportunity to develop a career within the mortgage and financial sector, supporting clients in achieving their property ownership goals. The position is paid and ideal for individuals with a keen interest in finance and customer service.

Responsibilities

Assess clients’ financial circumstances to identify suitable mortgage options
Provide expert advice on mortgage products, interest rates, and repayment plans
Guide clients through the entire mortgage application process from initial enquiry to completion
Maintain up-to-date knowledge of current market trends, regulations, and lender criteria
Prepare and submit mortgage applications on behalf of clients, ensuring accuracy and completeness
Build and maintain strong relationships with clients, lenders, and other relevant stakeholders
Keep detailed records of client interactions and transactions in accordance with company policies
Promote additional financial products or services where appropriate to meet client needs

Qualifications

Previous experience within financial services or mortgage advising is preferred but not essential; training will be provided for the right candidate
Strong understanding of basic maths and financial calculations
Excellent communication skills with the ability to explain complex information clearly and confidently
Organised with a keen eye for detail to ensure accuracy in documentation and applications
Customer-oriented mindset with a professional approach to client interactions
Ability to work independently whilst maintaining team collaboration when necessary

This role offers a rewarding career path within the financial sector, providing valuable experience in mortgage advice and client management.

Job Type: Full-time

Pay: £28,000.00-£40,000.00 per year

Work Location: In person

Quick apply

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trainee financial advisor jobs in clevedon, som

Trainee Mortgage Advisor

Trainee Financial Adviser

Learning and Development Manager

Associate (Construction - NQ)

Projects Associate Director/Legal Director

Accounts Manager

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