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- Tasks: Help clients with equity release while providing top-notch customer service.
- Company: Join a leading mortgage brokerage known for its supportive and dynamic team culture.
- Benefits: Enjoy full training, structured career progression, and a bonus structure with OTE of £35,000+.
- Why this job: This role offers a chance to make a real impact in clients' lives while building a rewarding career.
- Qualifications: Strong customer service experience and a commitment to professional development are essential.
- Other info: No cold calling required; clients are provided through our internal sales department.
The predicted salary is between 24000 - 28000 £ per year.
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:
- 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.
Customer Service Advisor employer: D&R Recruitment Limited
Contact Detail:
D&R Recruitment Limited Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Customer Service Advisor
✨Tip Number 1
Familiarise yourself with the financial services industry, particularly equity release. Understanding the basics will not only help you in interviews but also show your genuine interest in the role.
✨Tip Number 2
Network with professionals in the field. Attend local finance or customer service events in Cardiff to meet potential colleagues and learn more about the company culture at StudySmarter.
✨Tip Number 3
Prepare for situational interview questions by thinking of examples from your past customer service experiences. Highlight how you've handled difficult situations or provided exceptional service.
✨Tip Number 4
Showcase your commitment to professional development. Mention any relevant courses or training you've undertaken, and express your enthusiasm for obtaining the CeMAP and CeRER qualifications.
We think you need these skills to ace Customer Service Advisor
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your customer service experience and any relevant skills that align with the role of a Customer Service Advisor. Use specific examples to demonstrate your ability to help clients and build rapport.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for helping people and your commitment to a long-term career in financial advice. Mention why you are interested in this specific position and how your values align with the company's.
Highlight Relevant Experience: Even if you don't have direct experience in equity release, emphasise any previous customer service roles. Discuss how these experiences have prepared you for the challenges of this new position.
Show Willingness to Learn: In your application, express your eagerness to obtain the CeMAP and CeRER qualifications. Highlight your self-motivation and commitment to professional development, as these qualities are essential for success in this role.
How to prepare for a job interview at D&R Recruitment Limited
✨Showcase Your Customer Service Skills
Since the role is heavily focused on customer service, be prepared to share specific examples from your past experiences. Highlight situations where you successfully resolved issues or went above and beyond for a customer.
✨Demonstrate Your Commitment to Learning
Express your eagerness to obtain the CeMAP and CeRER qualifications. Discuss any previous learning experiences or professional development efforts that showcase your dedication to growth in your career.
✨Emphasise Empathy and Communication
The ability to connect with clients, especially those over 55, is crucial. Prepare to discuss how you build rapport and listen actively to understand client needs, which is essential in providing meaningful financial solutions.
✨Align with Company Values
Familiarise yourself with the company's core values and think of examples that demonstrate how you embody these traits. Being dynamic, responsible, efficient, strong-minded, and supportive will resonate well during the interview.
