Customer Service Advisor

3 weeks ago

Cardiff, Cardiff, United Kingdom D&R Recruitment Limited Full time

Customer Service Advisor

Trainee Equity Release Advisor – Customer Focused

Location: Cardiff (Office-Based)

Salary:

  • Initial Basic Salary: £24,000
  • Rising to £27,000 upon completion of CeMAP qualification
  • Further increasing to £28,500 once CeRER qualification is obtained
  • Bonus Structure: Once fully qualified, realistic OTE of £35,000+
  • Job Type: Full-time, Permanent
  • Training & Qualifications Provided: Full CeMAP & CeRER support

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:

  • We hire people who align with our core 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.

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