An exceptional financial advice firm in Cardiff is recruiting a Financial Adviser to join their firm and be part of its ambitious growth plans.
This is a role where employed aswell as self employed candidates will be considered.
This appointment is seen as a significant stepping stone for the business, offering the right candidate real progression opportunities directly geared to performance.
Understand, support and advise customers requiring a wide range of information, advice and guidance.
To provide a telephone and multi-channel support service with integrity, professionalism and adhering to all relevant process, procedures, and legislation.
General
The Customer Service Advisor is required to provide an exceptional level of service to our service users working with a variety of well-known and smaller organisation from charity, third sector and government sectors.
Are you looking to kickstart your career in finance with our client's Trainee Financial Advisor Programme?
This role offers a structured pathway to becoming a successful independent financial adviser.
Starting as a support administrator, you'll gain hands-on experience while building essential knowledge in financial products, investment strategies, and client relationship management.
Posted by Mortgage Advice Bureau (MAB) • £30K/yr to £70K/yr
Mortgage Advice Bureau (MAB) are a nationally recognised mortgage broker and network, winners of over 200 awards in the past 5 years and continually growing.
One of our highly successful, market leading mortgage broker partners are seeking a fully CeMAP (or equivalent) qualified Mortgage Adviser, as a result of continued growth plans.
Working with a quality estate agency lead source across the CARDIFF area, you will have access to a fantastic lead source with leads generated from this successful business!
We have an excellent opportunity available for a Trainee Service Advisor to join our team at Sytner BMW Cardiff.
About the role
As a Trainee Service Advisor, you will work with a team of skilled customer service professionals to guide and train you to deliver the exceptional service levels expected at Sytner.
Posted by THE OPENWORK PARTNERSHIP • £20K/yr to £100K/yr
Are you an experienced Holistic Financial Advisor keen to join a thriving business who can provide you with a flow of leads and referral opportunities?
If you are a talented and passionate adviser who puts the client's needs at the heart of everything you do and are passionate about exceeding expectations and delivering great customer outcomes, then this may be the role you have been looking for!
This is a rare and exciting opportunity to join an established Financial Planning firm, in a role that offers career development and could possibly evolve to become the role of a Practice Principal in the future.
BDM Recruitment is thrilled to partner with a renowned estate agency in Cardiff to recruit a skilled and experienced Mortgage Advisor.
Elevate Your Career with a Leading Estate Agency
This is an exceptional opportunity to join a dynamic team and leverage a steady stream of high-quality leads generated by the agency's extensive client base.
Recruit UK is looking for an Client Administrator.
This Cardiff-based financial planning firm offers tailored pension and investment advice, prioritising long-term client relationships and adaptive strategies.
With a dedicated support team and advanced technology, they ensure clients stay informed and in control, always focusing on achieving the best possible outcomes.