At a Glance
- Tasks: Support brokers, research funding options, and manage client communications.
- Company: Established finance business in Cardiff with a focus on professional growth.
- Benefits: Starting salary of £25,000, clear progression, training, and mentoring.
- Other info: Full-time role with excellent career advancement opportunities and supportive team culture.
- Why this job: Kickstart your finance career with structured training and real-world experience.
- Qualifications: Strong numerical skills and a willingness to learn; no prior finance experience needed.
The predicted salary is between 25000 - 26000 £ per year.
Location: Cardiff – office-based
Salary: £25,000- £26,000
Earning progression: Year 2 £34,000 | Year 3 £42,000+
Are you ambitious, good with numbers and interested in building a successful career within property and finance? We are working with an established specialist finance business that is looking for a bright and motivated individual to join its Cardiff team. You don’t need previous commercial finance or broking experience, as you’ll receive structured training, professional qualifications and one-to-one mentoring from two experienced finance brokers.
This is a genuine career opportunity where you’ll learn how to arrange commercial mortgages, bridging and development finance, with the aim of progressing into a fully qualified Commercial Finance Broker within approximately 12–18 months.
What you’ll be doing:
- Supporting experienced brokers with live commercial finance cases
- Speaking with clients, lenders, solicitors and valuers
- Researching suitable funding options for different client requirements
- Gathering and reviewing financial and property-related information
- Assisting with the preparation and packaging of finance applications
- Keeping clients updated and helping transactions progress smoothly
- Developing your understanding of commercial mortgages, bridging and development finance
- Gradually taking responsibility for your own cases as your experience grows
What we’re looking for:
You don’t need to be an experienced broker. We would be interested in candidates from banking, property, sales, account management, customer service or another professional environment.
- At least 12 months’ experience within a professional working environment
- Strong numerical skills and excellent attention to detail
- Confident written and verbal communication skills
- A professional and enthusiastic approach
- Good organisation and time-management skills
- The ability to build rapport with clients and colleagues
- A genuine willingness to learn and develop
- A full UK driving licence and access to a vehicle
- A degree or previous financial services experience would be beneficial, but neither is essential.
What’s on offer:
- £25,000 starting salary
- Clear earning progression to £34,000 in year two and £42,000+ in year three
- Structured commercial finance training programme
- Support towards an industry-recognised qualification
- One-to-one mentoring from experienced brokers
- Progression into a fully qualified Commercial Finance Broker role
- Monday-to-Friday working
- 22 days’ holiday plus bank holidays, increasing with service
- Company pension
- On-site parking and gym
This is a full-time, office-based position in Cardiff and would suit someone who is ambitious, commercially minded and looking for a long-term professional career.
Trainee Commercial Finance Executive in Cardiff employer: Dobson Welch
Join a dynamic and supportive team at a leading specialist finance brokerage in London, where your expertise as a Second Charge Mortgage Advisor will be valued and rewarded. With a consistent flow of warm inbound enquiries and an industry-leading commission structure, you'll have the opportunity to excel in your career while enjoying a collaborative work culture that celebrates success. Benefit from modern technology, flexible working options, and a commitment to your professional growth in a thriving environment.
