Job Description

Ezra Finance:

We are a specialist mortgage brokerage in Cardiff, championing "Easy, Responsible Advice" for clients with complex needs who don't fit the high-street mould. We are a small, agile team with big ambitions. We believe in working hard but also prioritising a fun, supportive culture where team well-being comes first.

The Opportunity:

This goes beyond a standard desk job--it is a clear career pathway to becoming a fully qualified Mortgage Advisor.

You will start

at the front line of the business

--generating leads and driving revenue. In return, we invest in you, funding your CeMAP qualifications and mentoring you until you are ready to manage your own client caseload.

The Role:

You'll be dedicated to proactive

outbound engagement

. You will be the driving force behind our new business pipeline. This phase is designed to build the resilience and market knowledge necessary for a long career.

Once you prove your ability to generate business and pass your qualifications, you will transition into a Mortgage Advisor role, advising clients directly.

Key Responsibilities:

Outbound Calling & Lead Generation:

Making a high volume of outbound calls to prospective clients and existing leads. Re-engaging with old enquiries to stimulate new business opportunities. Conducting initial "fact finds" and affordability checks to qualify leads before passing them to senior advisors.

Client Interaction

: Building immediate rapport with diverse B2B and B2C clients, understanding their needs, and managing expectations early in the process.

Digital Engagement

: Driving business and expanding our network through LinkedIn, social media, and email.

Admin & Support

: Updating our CRM with speed and accuracy, handling enquiries, and processing initial compliance documents.

Studying & Development

: Studying for your CeMAP qualifications (supported by us) while shadowing senior brokers to learn the technical side of the job.

What We Need From You:

Resilience:

You handle rejection with a positive attitude and view it simply as part of the process

Telephone Confidence:

You are comfortable holding a conversation with anyone, from first-time buyers to property investors.

Hunger to Learn:

You view outbound activity as the essential training ground for your future advisory career.

Detail Oriented:

You are sharp, precise, and take genuine pride in the accuracy of your work.

Experience:

Previous experience in sales, recruitment, or a target-driven environment is

essential

.

What's In It For You?

Earning Potential:

Competitive basic salary (with an increase once qualified) plus

10% commission

on generated business.

Clear Progression:

A structured path from Lead Generator to Trainee to Qualified Advisor.

Qualifications:

Full support and funding towards your CeMAP qualification.

Mentorship:

Direct access to experience colleagues who want to see you succeed.

Culture:

A fun, supportive environment where we celebrate success and look after each other.
If you're ready to make a real impact and grow your career with a company that values expertise and customer care, we'd love to hear from you.

Job Type: Full-time

Pay: 20,000.00-25,000.00 per year

Benefits:

Casual dress Free parking On-site parking Transport links
Experience:

Outbound Calling or Sales: 1 year (required)
Work Location: In person