Financial advisor Work, Jobs in Trethomas, Cay (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
15h
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
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
Audit Manager
BPU Chartered Accountants —Cardiff
- Leadership
1d
Tesco Travel Money Advisor
Travelex —Ystrad Mynach
- £13.50 an hour
- Overtime
- Customer service
- Employee discount
12d
Team Leader
Link Financial Outsourcing —Caerphilly
- £29,500 a year
- Full-time
- Customer service
- Mentoring
- IT
- Annual leave
- Employee assistance programme
Quick apply
5d
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
Housing & Wellbeing Advisor
Pobl Group —Newport
- £35,040 a year
- Full-time
- Employee discount
- Sick pay
5d
Clinical Nurse Advisor
Superdrug —Cardiff
- Up to £39,000 a year
- Organisational skills
- IT
- Communication skills
- Store discount
- Annual leave
Finance Manager
Cathays and Central Youth and Community Project —Cardiff
- £17.95 an hour
- Part-time
- Hybrid work
- Accounting
- Organisational skills
- Leadership
Quick apply
8d
Customer Sales Advisor
Halfords —Llantrisant
- £10.85 - £12.71 an hour
- Part-time
- Sales
- Customer service
- Retail sales
- Store discount
- Health & wellbeing programme
Senior Business Support Administrator
Menzies LLP —Cardiff
- Organisational skills
- Banking
- Time management
Apprentice Customer Support Advisor
Torfaen County Borough Council —Torfaen
- Customer service
- English
- Communication skills
4d
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
Customer Advisor
The AA —Cardiff
- £24,060 a year
- Full-time
- School
- Annual leave
- Employee assistance programme
6d
Customer Services Advisor
Halfords —Caerphilly
- £11.05 - £12.91 an hour
- Part-time
- Sales
- Customer service
- Employee assistance programme
- Employee discount
10h
Financial Planning Administrator - 12-month FTC
Attivo Group —Cardiff
- Hybrid work
- Microsoft Word
- CRM software
- Microsoft Excel
Quick apply
6d
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
Menzies LLP —Cardiff
- Full-time
- Hybrid work
- Accounting
- Mentoring
- Communication skills
Customer Advisor
Pavers —Bridgend
- £13.00 - £13.50 an hour
- Part-time
- Employee discount
Quick apply
6d

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Trainee Mortgage Advisor

Mortgage Lane Limited -
Newport

Quick apply

Job details

Full-time
£28,000 - £40,000 a year
15 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 trethomas, cay

Trainee Mortgage Advisor

Trainee/Debt Advisor

Adviser Support

Audit Manager

Tesco Travel Money Advisor

Team Leader

Customer Service Advisor

Housing & Wellbeing Advisor

Clinical Nurse Advisor

Finance Manager

Customer Sales Advisor

Senior Business Support Administrator

Apprentice Customer Support Advisor

Specialist Property Finance Advisor

Customer Advisor

Customer Services Advisor

Financial Planning Administrator - 12-month FTC

Claims and Redress Team Manager

Audit Manager

Customer Advisor

I want to receive the latest job alerts for financial advisor in trethomas, cay

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