Customer Service Advisor

D&R Recruitment Limited; Cardiff; On-site; GBP 35,000 - 41,000

Job description

Location: Cardiff (Office-Based)

Job Title: Trainee Equity Release Advisor – Customer Focused

Are you looking for a long-term, stable career with outstanding earning potential in a well-established, market-leading mortgage brokerage?

We are seeking a Trainee Equity Release Advisor – someone with a passion for helping people, strong customer service skills, and a genuine desire to build a career in financial advice. No direct experience is necessary, but previous customer service experience with excellent references is required, along with a proven record of long-term commitment to previous employers.

This is an incredible opportunity to become a fully qualified mortgage & equity release advisor, with full financial and professional support to achieve your CeMAP & CeRER qualifications within 6-12 months.

What We Offer:

• Full Training & Support – Direct mentorship from our Head of Equity Release, an industry expert with years of experience.
• Structured Career Progression – Salary increases at each qualification milestone, leading to a high-earning advisory role.
• Bonus Structure – Once fully qualified, OTE of £35,000+ with further growth potential.
• Client Referrals – Clients are provided through our internal sales department – no cold calling required.
• A Supportive, Market-Leading Brokerage – Join a professional yet friendly and dynamic team.
• Financial Support for Qualifications – We will fully support and fund your CeMAP & CeRER qualifications.

Who We Are Looking For:

• Someone with strong customer service experience and excellent references.
• A loyal and committed individual looking for a long-term career, not just another job.
• An empathetic and customer-focused person, driven by delivering meaningful financial solutions to clients.
• A great listener and communicator who can build rapport with clients, particularly those over 55.
• A self-motivated and intelligent individual who is willing to learn and progress.
• Someone who can demonstrate the ability to pass exams and is willing to invest in their professional development.
• A team player who enjoys a collaborative work environment and values strong workplace relationships.

Company Values:

• Dynamic – Adaptable and open to change.
• Responsible – Taking ownership of work and client outcomes.
• Efficient – Able to manage time and processes effectively.
• Strong-Minded – Committed to professional development.
• Supportive – A great team player who contributes to a positive work environment.

Employment Type:

Full-time, Permanent

Seniority Level:

Not Applicable

Job Function:

Customer Service, Administrative, and Sales

Industries:

Financial Services, Banking, and Consumer Services