Financial advisor Work, Jobs in Duffryn, Nwp (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
Housing & Wellbeing Advisor
Pobl Group —Newport
- £35,040 a year
- Full-time
- Employee discount
- Sick pay
6d
Retail Travel Advisor
TUI —Newport
- From £13.09 an hour
- Part-time
- Customer service
- Employee discount
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
5d
Trainee Financial Adviser
Douglas Steers & Company —Bristol
- £50,000 a year
- Full-time
- Sales
- Analysis skills
- Driving
- Free parking
- Health & wellbeing programme
Quick apply
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
Audit Manager
BPU Chartered Accountants —Cardiff
- Leadership
2d
Customer Service Advisor
Link Financial —Caerphilly
- £26,000 - £28,500 a year
- Full-time
- Customer service
- English
- Administrative experience
- Employee assistance programme
- Employee discount
6d
Customer Services Advisor
Halfords —Caerphilly
- £11.05 - £12.91 an hour
- Part-time
- Sales
- Customer service
- Employee assistance programme
- Employee discount
1d
Risk Advisor
SSE —Cardiff
- £29,504 - £34,757 a year
- Organisational skills
- Communication skills
- Employee discount
- Gym membership
2d
Business Support Officer
Cardiff Metropolitan University —Cardiff
- £29,588 - £34,610 a year
- Full-time
- Microsoft Office
- Administrative experience
- Human resources
- Annual leave
1d
Senior Business Support Administrator
Menzies LLP —Cardiff
- Organisational skills
- Banking
- Time management
Senior Consultant, Financial Advisory
Teneo —Cardiff
- Microsoft Powerpoint
- Microsoft Outlook
- Management
Claims and Redress Team Manager
Cwm Taf Morgannwg University Health Board —Abercynon
- £50,129 - £57,365 a year
- Full-time
- Analysis skills
- Communication skills
2d
Retail Travel Advisor
TUI Group —Penarth
- From £13.09 an hour
- Part-time
- Customer service
- Employee discount
17h
Senior Assistant, Global Strategic Insights Center
Deloitte —Cardiff
- Hybrid work
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
Tesco Travel Money Advisor
Travelex —Ystrad Mynach
- £13.50 an hour
- Overtime
- Customer service
- Employee discount
13d
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
Customer Advisor
The AA —Cardiff
- £24,060 a year
- Full-time
- School
- Annual leave
- Employee assistance programme
7d
Team Leader
Link Financial Outsourcing —Caerphilly
- £29,500 a year
- Full-time
- Customer service
- Mentoring
- IT
- Annual leave
- Employee assistance programme
Quick apply
7d

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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

Refine Your Search

financial advisor jobs in duffryn, nwp

Trainee Mortgage Advisor

Housing & Wellbeing Advisor

Retail Travel Advisor

Trainee/Debt Advisor

Trainee Financial Adviser

Specialist Property Finance Advisor

Audit Manager

Customer Service Advisor

Customer Services Advisor

Risk Advisor

Business Support Officer

Senior Business Support Administrator

Senior Consultant, Financial Advisory

Claims and Redress Team Manager

Retail Travel Advisor

Senior Assistant, Global Strategic Insights Center

Tesco Travel Money Advisor

Financial Planning and Analysis Senior Manager

Customer Advisor

Team Leader

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