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- Tasks: Engage with customers to provide tailored secured loan advice and manage applications.
- Company: Join a multiple award-winning financial services firm known for valuing expertise.
- Benefits: Enjoy hybrid working, flexible hours, and a competitive salary package with OTE up to £65,000+.
- Why this job: This role offers professional development in a supportive environment with a focus on customer service.
- Qualifications: Proven sales experience in FCA-regulated environments, with strong product knowledge and a goal-driven mindset.
- Other info: Ideal for those seeking a long-term career in the financial sector.
The predicted salary is between 28000 - 52000 £ per year.
Experienced Secured Loan Advisor - Join a Leading Financial Services Firm
Our multiple award-winning client is seeking an experienced Secured Loan Advisor to join their established team. This is a fantastic opportunity for professionals with a background in secured loans or similar sales environments to take the next step in their career. You’ll be working with a highly reputable company in a long-term career role, where your expertise will be valued, and you’ll have the opportunity to further develop your skills and qualifications in the financial services sector.
This opportunity offers hybrid working and flexible hours to support work-life balance. The salary package ranges from £35,000 (DOE) with an OTE of up to £65,000+, in addition to further opportunities for professional development within the industry.
Key Responsibilities:
- Engage with customers who have applied for secured loans, conducting a full fact-find to understand their financial needs.
- Manage both inbound and outbound calls, providing tailored advice and solutions.
- Navigate the financial landscape of each customer to recommend the most suitable secured loan products.
- Deliver impactful sales conversations with in-depth product knowledge, providing clients with well-researched and comprehensive advice.
- Collaborate with lenders and other stakeholders to ensure smooth processing of loan applications.
- Proactively follow up on leads, chase cases for updates, and ensure the timely progression of all loans.
- Maintain personal performance and deliver consistently high standards of customer service.
- Stay up to date with industry changes, including FCA requirements, to ensure compliance and best practice.
What We’re Looking For:
- Proven experience in sales roles, ideally within an FCA-regulated environment, such as secured loans, mortgages, or other financial services.
- Experience in outbound sales, objection handling, and managing customer relationships.
- Strong understanding of financial products and the ability to tailor solutions to customer needs.
- A proactive, goal-driven approach with a focus on achieving sales targets.
- Ability to work compliantly, adhering to industry regulations and maintaining high ethical standards.
If you’re an experienced Secured Loan Advisor looking for a rewarding and dynamic role with an industry-leading company, we’d love to hear from you.
Mortgage Advisor employer: Career Assist
Contact Detail:
Career Assist Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Mortgage Advisor
✨Tip Number 1
Familiarise yourself with the latest FCA regulations and compliance requirements in the financial services sector. This knowledge will not only help you during interviews but also demonstrate your commitment to maintaining high ethical standards.
✨Tip Number 2
Brush up on your sales techniques, especially in objection handling and relationship management. Being able to showcase your ability to navigate challenging conversations can set you apart from other candidates.
✨Tip Number 3
Network with professionals in the secured loans and mortgage industry. Attend relevant events or join online forums to connect with others who can provide insights or even refer you to opportunities within their companies.
✨Tip Number 4
Prepare for role-play scenarios that may come up during interviews. Practising how to conduct a fact-find and deliver tailored advice will help you feel more confident and ready to impress potential employers.
We think you need these skills to ace Mortgage Advisor
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in secured loans or similar sales environments. Use specific examples to demonstrate your achievements and skills that align with the job description.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for the role and the financial services sector. Mention your understanding of FCA regulations and how your proactive approach has led to successful sales outcomes in the past.
Highlight Customer Engagement Skills: In your application, emphasise your ability to engage with customers effectively. Provide examples of how you've conducted fact-finds and tailored solutions to meet customer needs in previous roles.
Showcase Industry Knowledge: Demonstrate your knowledge of financial products and industry changes in your application. Mention any relevant training or certifications you have that would make you a strong candidate for this position.
How to prepare for a job interview at Career Assist
✨Know Your Products Inside Out
As a Mortgage Advisor, it's crucial to have a deep understanding of secured loan products. Be prepared to discuss various options and how they can meet different customer needs. This will demonstrate your expertise and help you build trust with the interviewer.
✨Showcase Your Sales Experience
Highlight your previous sales roles, especially in FCA-regulated environments. Be ready to share specific examples of how you've successfully handled objections and built customer relationships. This will show that you have the skills needed to excel in this position.
✨Demonstrate Compliance Knowledge
Familiarise yourself with current FCA regulations and best practices in the financial services sector. During the interview, mention how you ensure compliance in your work. This will reassure the employer that you prioritise ethical standards and understand the importance of regulation.
✨Prepare for Scenario Questions
Expect scenario-based questions where you'll need to demonstrate your problem-solving skills. Think about past experiences where you navigated complex customer situations or provided tailored solutions. Practising these scenarios will help you articulate your thought process clearly during the interview.
