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Ramsay & White Group

Financial Adviser

Cardiff
Posted 2 days ago
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You will work closely with our team to help customers with their requirements whilst taking care of all their mortgage and protection needs.

Requirements

  • CeMAP or equivalent qualified
  • You must have experience within financial services, ideally working within an Advisory role (such as a Mortgage or Protection Advisor) although the company are willing to consider people with relevant skills and qualifications from different backgrounds, such as Paraplanners who can demonstrate client facing or business development skills
  • You must have a very strong technical knowledge of all lending products
  • Personality is key. We're looking for a driven and motivated individual. Candidates should have excellent people skills and should be able to prove that they are highly resilient, hard-working and have the ability to quickly form strong relationships

Reasons to use Rodeo

I’m in my final year doing Economics and I don’t know whether to apply for grad schemes now or do a masters first. What do you think?

Honest answer — it depends on where you want to end up. A lot of top grad schemes (Big 4, civil service, banking) don’t need a masters. Let’s look at the ones you’d be competitive for now, and we can decide if a masters actually adds anything.

Also worth knowing: most autumn 2026 applications are open now. Timing matters more than you think.

Start with a chat, not a search bar

Grad scheme, placement, apprenticeship? Not sure what you want yet — that's fine. Your agent talks it through with you and turns "I have no idea" into a shortlist.

P

Graduate Consultant — 2026 Scheme

PwC·London, UK
£35,000/yr

Why you're a good match

Strong

Your economics background and your summer at a regional bank line up with what PwC looks for on the consulting scheme. Applications close in four weeks.

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It searches the market for you

Every day your agent scans the market matching roles against what actually matters to you, not just keywords on a CV.

Why you're a good match

You’ve got the grades and the economics background, and your bank internship is exactly the experience this scheme looks for. Apply soon — deadlines close within the month.

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Strong

Experience fit

Your summer at the bank plus your econometrics coursework map directly to the day-one responsibilities on this scheme — client modelling, market briefings, and deal support.

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Strong

Only hits

No noise. No "maybe this fits." Just roles with a clear explanation of why they're right — and where to focus when applying.

This would suit an adviser who is a natural communicator with a passion for delivering excellent customer service and is now looking to move on and progress their career with a well-established and friendly company.

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Get help applying for this job

If you are interested in this or other similar roles, please do not hesitate to get in contact enquiries@ramsayandwhite.com

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Skills

CeMAP
Financial Services
Mortgage Advice
Protection Advice
Lending Products Knowledge
Client Facing
Business Development
Customer Service
Communication Skills
Relationship Building
Technical Knowledge

Location

Cardiff, Wales, United Kingdom

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