Careers at Ramsay & White

At Ramsay & White our focus goes beyond mere recruitment; we invest in career development and team retention. Our aim is to identify talent, respect hard work and reward success. Our people play a vital role in upholding the firm's values of integrity, professionalism, and excellence, which are deeply ingrained in our culture.

a group of people sitting around a wooden table in the office
Joel White giving a presentation
a man sitting in front of a laptop computer
Jay Herbert smiling in a suit and tie
Hollie sitting in front of a laptop computer

Our Greatest Strength: Our People

Our team is the cornerstone of our success. Comprising highly skilled problem solvers, they view challenges as stepping stones to success. Paired with our firm's entrepreneurial ethos, their diverse backgrounds and passions create a dynamic, creative, and vibrant work environment

Opportunities

View our current available positions below.

Trainee Financial Adviser
Cardiff
Full time
Finance / Wealth Management

This is an exceptional opportunity for an aspiring Financial Adviser who is looking to join a forward thinking, market leader who will provide you with first class training & support.

You'll start as a Trainee but will be tasked with progressing to CAS within 6-12 months with the assistance and guidance of the Managing Partner.

You will be joining the growing 'desk based' advice team, the service provided to clients is a full comprehensive financial planning service.

Requirements:

  • Candidates MUST be Diploma qualified as a minimum
  • 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 financial services 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

This would suit an individual 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.

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

Mortgage Advisor
Cardiff
Full time
Mortgages / Real Estate

We are looking for a highly motivated Mortgage Advisor to join our fast paced, growing, successful team in Cardiff.

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

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.

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

Financial Adviser
Cardiff / Flexible
Full time
Finance / Wealth Management

We are currently looking for an experienced Financial Adviser to join our Wealth Management arm with flexibility in remote working, dedicated paraplanning and administration team as support.

As a Financial Adviser, you’ll develop relationships with clients, ensuring they receive the highest levels of service and provide them with solutions in investments, protection and retirement planning.

To deliver bespoke solutions to advisory and discretionary clients in all aspects of financial planning. Provide regular financial advice to clients in line with the company’s service proposition. Review and respond to clients' changing financial needs and circumstances. Advise clients on appropriate financial solutions. Undertake reviews of client portfolios and compile annual suitability reports. Maintain performance, development, awareness of industry and legislative changes, product and technical knowledge to maintain 'Competent Adviser Status'. A minimum of two years in regulated Financial Advice.

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.

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

We are all ears

Can't find the right role but think you would be a great fit? Write to us - enquiries@ramsayandwhite.com

Why Ramsay & White?

Joining Ramsay & White team means becoming a part of a dynamic and skilled group of experts who are committed to providing exceptional service, transparency and shared experiences and expertise for career growth.

a group of people sitting around a table with laptops