Mortgage Advisor

Mortgage Advisor

Manchester Full-Time 24000 - 48000 £ / year (est.) No home office possible
S

At a Glance

  • Tasks: Guide clients through obtaining second charge mortgages and simplify financial concepts.
  • Company: Selina Finance is a next-gen digital lender focused on unlocking home equity for homeowners.
  • Benefits: Enjoy a competitive salary, bonuses, 25 days holiday, and mental health support.
  • Why this job: Join a dynamic team, shape a start-up, and make a real impact in people's financial lives.
  • Qualifications: Must be CeMAP qualified with 2+ years of experience in a fast-paced sales environment.
  • Other info: We value diversity and are committed to equal opportunities for all applicants.

The predicted salary is between 24000 - 48000 £ per year.

Are you a passionate Mortgage Advisor with a love for helping clients achieve their financial goals? Do you thrive on providing exceptional customer service and making complex financial concepts easy to understand? If so, we want you to join our team as a Second Charge Mortgage Advisor!

As a Second Charge Mortgage Advisor, you’ll be responsible for guiding customers through the process of obtaining a second charge mortgage, helping them to unlock the equity in their property and achieve their financial objectives. With a focus on providing a personalised, consultative service, you’ll work closely with customers to understand their unique needs and circumstances, and identify the correct solutions for their situation.

About Selina: At Selina Finance, our mission is to give people access to the wealth they have in their homes, and we’re doing that by building a next-generation digital lender – starting with a home equity loan product. More than £2tn equity value is locked up in UK homes, while homeowners still need to rely on high-interest rate consumer loans, credit cards or overdrafts. We believe this is unfair and unnecessary. We offer a financing product unlike anything else out there, one that is as flexible as a current account, as affordable as a mortgage, and as easy to apply for as a consumer loan.

We are building an incredible team and culture of high performance, development, reward and recognition. We announced our Series B earlier in January this year, ready for the next phase of our adventure and this is where you come in!

What will you be doing?

  • Provide financial advice to our customers sourced through our online and offline channels via phone and chat, providing a seamless and excellent advice experience.
  • Put our customers’ interest first and educate them on the novelty and advantages of our product.
  • Develop an outstanding applicant journey and advisor tool-set with our tech and product teams to relentlessly improve our customer’s experience.
  • Join a growing advice team, driving a direct to customer proposition.
  • Work hand-in-hand with our ops teams to drive completions and realize our ambitious growth plans.

What we offer:

  • £30,000- £32,000 base salary, dependent on experience.
  • Bi-annual Bonus.
  • Growth Shares.
  • 25 days annual holiday.
  • Annual L&D budget.
  • Cycle to work scheme.
  • 3% pension contribution.
  • Monthly socials.
  • Free access to mental health support via Spill.
  • A choice of benefits that work for you courtesy of our benefits platform, Thanks Ben.
  • Annual £60 cycle allowance for Santander cycles or Evans (via Thanks Ben).

We are an equal opportunities employer and are determined to ensure that no applicant or employee receives less favourable treatment on the grounds of gender, age, disability, religion, belief, sexual orientation, marital status, or race, or is disadvantaged by conditions or requirements which cannot be shown to be justifiable.

What about you, what do you need to bring/have?

  • Are fully CeMAP qualified (or equivalent) with +2 years of experience.
  • Want to be involved and shape a start-up with an amazing team.
  • Know how to manage and grow a constantly evolving pipeline of cases in tight timelines.
  • Are keen to work in a fast-paced early-stage start-up environment.
  • Experienced in a fast-paced, direct sales environment.
  • Able to understand a lending policy, use it to advise clients and qualify them for eligibility.

Things that would be nice for you to have (please do not let any of these points prevent you from applying):

  • Second Charge lending experience.
  • Secured Lending Experience.

Mortgage Advisor employer: Selina Finance

At Selina Finance, we pride ourselves on being an exceptional employer, offering a dynamic work culture that fosters personal and professional growth. As a Second Charge Mortgage Advisor, you'll benefit from a competitive salary, bi-annual bonuses, and a generous annual leave policy, all while working in a supportive environment that prioritises employee well-being and development. Join us in our mission to revolutionise home equity lending, and enjoy unique perks like a cycle to work scheme and access to mental health support, all within a vibrant team dedicated to making a meaningful impact.
S

Contact Detail:

Selina Finance Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Mortgage Advisor

✨Tip Number 1

Familiarise yourself with the unique aspects of second charge mortgages. Understanding the nuances of this product will not only help you in interviews but also demonstrate your genuine interest in the role.

✨Tip Number 2

Network with current Mortgage Advisors or professionals in the finance sector. Engaging in conversations can provide insights into the role and may even lead to referrals, increasing your chances of landing an interview.

✨Tip Number 3

Prepare to discuss your experience in managing a pipeline of cases. Be ready to share specific examples of how you've successfully navigated tight timelines and complex client needs in previous roles.

✨Tip Number 4

Showcase your customer service skills during any interactions with us. Highlighting your ability to simplify complex financial concepts for clients will resonate well with our mission of providing exceptional service.

We think you need these skills to ace Mortgage Advisor

CeMAP qualification or equivalent
Customer Service Excellence
Financial Advisory Skills
Understanding of Lending Policies
Sales Experience in a Fast-Paced Environment
Pipeline Management
Communication Skills
Problem-Solving Skills
Attention to Detail
Ability to Simplify Complex Financial Concepts
Team Collaboration
Adaptability to Change
Experience with Second Charge Lending
Knowledge of Secured Lending

Some tips for your application 🫡

Tailor Your CV: Make sure your CV highlights your experience as a Mortgage Advisor, particularly focusing on your CeMAP qualification and any relevant second charge lending experience. Use specific examples to demonstrate how you've helped clients achieve their financial goals.

Craft a Compelling Cover Letter: In your cover letter, express your passion for helping clients and your understanding of the mortgage process. Mention how you can contribute to Selina Finance's mission and culture, and provide examples of how you've provided exceptional customer service in the past.

Showcase Your Skills: Emphasise your ability to simplify complex financial concepts for clients. Highlight your experience in managing a pipeline of cases and working in fast-paced environments, as these are key aspects of the role.

Proofread Your Application: Before submitting your application, carefully proofread all documents for spelling and grammatical errors. A polished application reflects your attention to detail and professionalism, which are crucial in the finance industry.

How to prepare for a job interview at Selina Finance

✨Know Your Products Inside Out

As a Mortgage Advisor, it's crucial to have a deep understanding of the second charge mortgage products offered by Selina Finance. Be prepared to discuss the unique features and benefits of these products, and how they can help clients achieve their financial goals.

✨Demonstrate Your Customer Service Skills

Highlight your experience in providing exceptional customer service. Share specific examples of how you've helped clients navigate complex financial situations, making sure to emphasise your ability to simplify concepts and put the client's interests first.

✨Showcase Your Adaptability

Given that Selina is a start-up, it's important to demonstrate your ability to thrive in a fast-paced environment. Discuss any previous experiences where you successfully managed multiple cases under tight deadlines, showcasing your organisational skills and flexibility.

✨Prepare Questions for the Interviewers

Engage with your interviewers by preparing thoughtful questions about the company culture, growth plans, and the role itself. This shows your genuine interest in the position and helps you assess if Selina Finance is the right fit for you.

Mortgage Advisor
Selina Finance
S
  • Mortgage Advisor

    Manchester
    Full-Time
    24000 - 48000 £ / year (est.)

    Application deadline: 2027-05-28

  • S

    Selina Finance

Similar positions in other companies
UK’s top job board for Gen Z
discover-jobs-cta
Discover now
>