financial advisor Work, Jobs in cardiff (with Salaries)

Customer Service Advisor
Capital On Tap —Cardiff
- £500 - £750 a week
- Full-time
- Customer service
- Financial services
- Communication skills
Customer Service Advisor - Part-time
Capital On Tap —Cardiff
- £14,151 a year
- Part-time
- Customer service
- Financial services
- Communication skills
Vehicle Service Advisor
Sinclair Group —Cardiff
- £28,288 a year
- Overtime
- Customer service
- Driving
- Organisational skills
- Annual leave
- Employee assistance programme
Clinical Nurse Advisor
Superdrug —Cardiff
- Up to £39,000 a year
- Organisational skills
- IT
- Communication skills
- Store discount
- Annual leave
Customer Service & Sales Advisor
NFU Mutual —Cardiff
- £26,733 a year
- Full-time
- Customer service
- Travel
- Data entry
- Annual leave
- Employee discount
8d
Senior Business Support Administrator
Menzies LLP —Cardiff
- Organisational skills
- Banking
- Time management
Customer Sales Advisor
Halfords —Cardiff
- £10.85 - £12.71 an hour
- Part-time
- Sales
- Customer service
- Retail sales
- Store discount
- Health & wellbeing programme
6d
Specialist Property Finance Advisor
Pure Property Finance —Cardiff
- £50,000 - £60,000 a year
- 8 hour shift
- Hybrid work
- Customer service
- Basic maths
- Computer skills
- Work from home
- Flexible schedule
Quick apply
6d
Contact Centre Agent / Customer Service Advisor
Hays —Cardiff
- £12.71 - £13.00 an hour
- Temporary
- Hybrid work
2d
Financial Planning Administrator
Attivo Group —Cardiff
- Full-time
- Hybrid work
- CRM software
- English
- Administrative experience
- Work from home
Quick apply
Account Director - 16 months FTC
Walker & Sloan —Cardiff
- Leadership
Group Financial Reporting Manager
The Welsh Rugby Union —Cardiff
- Hybrid work
- Accounting
- IT
- Communication skills
- Free parking
- Employee assistance programme
6d
Customer Experience Advisor | S1 | Retail Banking | Cardiff Queen Street Branch
A01 Santander UK plc —Cardiff
- £25,000 - £31,579 a year
- Full-time
- Customer service
- Banking
2d
Wealth Paraplanner
Royal Bank of Canada —Cardiff
- Full-time
- Communication skills
10d
Sales Advisor
Red Ruby Financial Ltd. —Cowbridge
- £25,000 - £55,000 a year
- Full-time
- Bilingual
- Sales
- Customer service
- Free parking
Quick apply
Financial Planning and Analysis Senior Manager
Hodge Bank —Cardiff
- Full-time
- Hybrid work
- SQL
- Analysis skills
- Financial services
- Free parking
- Health & wellbeing programme
Quick apply
5d
Senior Consultant, Financial Advisory
Teneo —Cardiff
- Microsoft Powerpoint
- Microsoft Outlook
- Management
12d
Audit Manager
Menzies LLP —Cardiff
- Full-time
- Hybrid work
- Accounting
- Mentoring
- Communication skills
11d
Group Accountants
Bristol City Council —Bristol
- £42,839 - £50,269 a year
- Full-time
- Presentation skills
- IT
Collections Executive (Retail)
Secure Trust Bank —Cardiff
- From £25,000 a year
- Hybrid work
- Free parking
- Annual leave

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Customer Service Advisor

Capital On Tap -
Cardiff

Apply Now

Job details

Full-time
£500 - £750 a week

Benefits

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

Qualifications

Customer service
Financial services
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)

️ Shifts - 37.5 hours per week Monday - Saturday, between 8am - 8pm on a 6-week shift pattern. You will work 1 in 6 Saturdays.

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. The team plays 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, ideally within a call centre or financial services environment
Strong 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
The ability to work independently while also contributing effectively within a fast-paced team environment

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: 20-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

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 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

Customer Service Advisor

Customer Service Advisor - Part-time

Vehicle Service Advisor

Clinical Nurse Advisor

Customer Service & Sales Advisor

Senior Business Support Administrator

Customer Sales Advisor

Specialist Property Finance Advisor

Contact Centre Agent / Customer Service Advisor

Financial Planning Administrator

Account Director - 16 months FTC

Group Financial Reporting Manager

Customer Experience Advisor | S1 | Retail Banking | Cardiff Queen Street Branch

Wealth Paraplanner

Sales Advisor

Financial Planning and Analysis Senior Manager

Senior Consultant, Financial Advisory

Audit Manager

Group Accountants

Collections Executive (Retail)

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