Client advisor Work, Jobs in Ponthir, Tof (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
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 Service Advisor
Sopra Steria —Newport
- £26,298 a year
- Hybrid work
- IT
- Annual leave
Facilities Helpdesk Manager
CBRE —Newport
- Full-time
- Time management
Trainee Financial Adviser
Douglas Steers & Company —Bristol
- £50,000 a year
- Full-time
- Sales
- Analysis skills
- Driving
- Free parking
- Health & wellbeing programme
Quick apply
Assistant Client Manager x2
Computershare —Bristol
- Full-time
- Hybrid work
- Travel
- Financial services
- Communication skills
- Work from home
12d
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
Team Leader
Link Financial Outsourcing —Caerphilly
- £29,500 a year
- Full-time
- Customer service
- Mentoring
- IT
- Annual leave
- Employee assistance programme
Quick apply
7d
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
10d
Customer Service Advisor
Healix —Bristol
- £27,000 - £28,000 a year
- Full-time
- Customer service
- English
- Analysis skills
- Annual leave
- Employee discount
Quick apply
3d
Business Development Consultant
Cardiff and Vale College —Cardiff
- £37,192 - £39,669 a year
- Full-time
- Organisational skills
- Communication skills
- Annual leave
Female Independent Domestic Violence Advisor (IDVA)
BRC Jobs —Bristol
- £14.67 an hour
- Full-time
- Hybrid work
- Communication skills
- Annual leave
Quick apply
Talent Acquisition Advisor
Thrings —Bristol
- Hybrid work
- Microsoft Office
- Travel
- Communication skills
- Life insurance
9d
Insurance & Risk Advisor Apprenticeship
MetaGedu —Bristol
- £21,500 a year
- Full-time
5d
Stocktaker
nGeneration —Bristol
- £26,000 - £28,000 a year
- Weekend availability
- Bar
- Microsoft Excel
- Customer service
Quick apply
Stop Smoking Advisor
North Somerset Council —Weston-super-Mare
- £26,403 - £28,142 a year
- Full-time
- Hybrid work
- Microsoft Word
- Annual leave
10d
Information Manager - Nuclear
Vulcain Engineering Group —Bristol
- IT
- Communication skills
Patient Advisor / Treatment Assistant
Optimax Clinics Limited —Bristol
- £12.71 an hour
- Part-time
- Customer service
- Travel
- Patient care
- Annual leave
- Employee discount
Quick apply
8d
Sector Client Director - Healthcare
BAM UK & Ireland —Patchway
- Presentation skills
- No degree
- Travel
- Annual leave
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
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

client advisor jobs in ponthir, tof

Trainee Mortgage Advisor

Customer Service Advisor

Customer Service Advisor

Facilities Helpdesk Manager

Trainee Financial Adviser

Assistant Client Manager x2

Specialist Property Finance Advisor

Team Leader

Adviser Support

Customer Service Advisor

Business Development Consultant

Female Independent Domestic Violence Advisor (IDVA)

Talent Acquisition Advisor

Insurance & Risk Advisor Apprenticeship

Stocktaker

Stop Smoking Advisor

Information Manager - Nuclear

Patient Advisor / Treatment Assistant

Sector Client Director - Healthcare

Senior Assistant, Global Strategic Insights Center

I want to receive the latest job alerts for client advisor in ponthir, tof

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