Financial advisor Work, Jobs in Cwmbran, Mon (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
19h
Housing & Wellbeing Advisor
Pobl Group —Newport
- £35,040 a year
- Full-time
- Employee discount
- Sick pay
5d
Trainee/Debt Advisor
Debt Movement UK —Bridgend
- £24,784 - £37,500 a year
- Full-time
- Data entry
- Financial services
- In-person
- Free parking
- Health & wellbeing programme
Quick apply
4d
Customer Services Advisor
Halfords —Caerphilly
- £11.05 - £12.91 an hour
- Part-time
- Sales
- Customer service
- Employee assistance programme
- Employee discount
14h
Trainee Financial Adviser
Douglas Steers & Company —Bristol
- £50,000 a year
- Full-time
- Sales
- Analysis skills
- Driving
- Free parking
- Health & wellbeing programme
Quick apply
Retail Travel Advisor
TUI —Newport
- From £13.09 an hour
- Part-time
- Customer service
- Employee discount
14d
Tesco Travel Money Advisor
Travelex —Ystrad Mynach
- £13.50 an hour
- Overtime
- Customer service
- Employee discount
12d
Customer Service Advisor
Link Financial —Caerphilly
- £26,000 - £28,500 a year
- Full-time
- Customer service
- English
- Administrative experience
- Employee assistance programme
- Employee discount
5d
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
Apprentice Customer Support Advisor
Torfaen County Borough Council —Torfaen
- Customer service
- English
- Communication skills
5d
Claims and Redress Team Manager
Cwm Taf Morgannwg University Health Board —Abercynon
- £50,129 - £57,365 a year
- Full-time
- Analysis skills
- Communication skills
1d
Audit Manager
BPU Chartered Accountants —Cardiff
- Leadership
1d
Risk Advisor
SSE —Cardiff
- £29,504 - £34,757 a year
- Organisational skills
- Communication skills
- Employee discount
- Gym membership
1d
Adviser Support
Clifton Wealth Partnership —Bristol
- £26,000 - £33,000 a year
- Full-time
- Hybrid work
- Microsoft Word
- Microsoft Outlook
- Microsoft Office
- Free parking
Quick apply
8d
Team Leader
Link Financial Outsourcing —Caerphilly
- £29,500 a year
- Full-time
- Customer service
- Mentoring
- IT
- Annual leave
- Employee assistance programme
Quick apply
5d
Senior Consultant, Financial Advisory
Teneo —Cardiff
- Microsoft Powerpoint
- Microsoft Outlook
- Management
Manager - Financial Diligence - EY-Parthenon Bristol
EY —Bristol
- Project management
- AI
- Communication skills
Senior Business Support Administrator
Menzies LLP —Cardiff
- Organisational skills
- Banking
- Time management
Assistant Client Manager x2
Computershare —Bristol
- Full-time
- Hybrid work
- Travel
- Financial services
- Communication skills
- Work from home
11d
Senior Assistant, Global Strategic Insights Center
Deloitte —Cardiff
- Hybrid work
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel

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Trainee Mortgage Advisor

Mortgage Lane Limited -
Newport

Quick apply

Job details

Full-time
£28,000 - £40,000 a year
19 hours 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

Refine Your Search

financial advisor jobs in cwmbran, mon

Trainee Mortgage Advisor

Housing & Wellbeing Advisor

Trainee/Debt Advisor

Customer Services Advisor

Trainee Financial Adviser

Retail Travel Advisor

Tesco Travel Money Advisor

Customer Service Advisor

Specialist Property Finance Advisor

Apprentice Customer Support Advisor

Claims and Redress Team Manager

Audit Manager

Risk Advisor

Adviser Support

Team Leader

Senior Consultant, Financial Advisory

Manager - Financial Diligence - EY-Parthenon Bristol

Senior Business Support Administrator

Assistant Client Manager x2

Senior Assistant, Global Strategic Insights Center

I want to receive the latest job alerts for financial advisor in cwmbran, mon

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