At a Glance
- Tasks: Manage mortgage leads, provide tailored solutions, and achieve sales targets.
- Company: Dynamic financial services business in Manchester City Centre.
- Benefits: Competitive salary, hybrid work, healthcare plan, and career development support.
- Other info: Join a customer-focused team in a regulated environment with excellent growth opportunities.
- Why this job: Kickstart your career with fully funded CeMAP training and high earning potential.
- Qualifications: Experience in financial services sales and strong communication skills required.
The predicted salary is between 27415 - 36206 £ per year.
Mortgage Advisor/Sales Executive – Financial Services
CeMAP Qualification Fully Funded! If you don't already hold your CeMAP qualification, the company will fully fund your training and get you started straight away (CeMAP training in first week). Once qualified, you'll move up to the top salary of £35,154, giving you the opportunity to significantly increase your earning potential.
Location: Manchester City Centre – Hybrid after probation
Salary: £27,415 without CeMAP, £35,154 with CeMAP qualification & increase to £36,206 after probation (6 months)
OTE: £41,000 typical / up to £50,000+
Hours: Full-time, 35 hours per week Standard office hours, Mon – Fri) Shifts: Mon – Friday (No weekends) Shifts between 9am – 7.30pm (3 x 9am – 5pm, 1 x 10.30am – 6.30pm & 1 x 11.30am – 7.30pm per week)
Hybrid: Office based during probation period, then minimum 3 days per week in the office following successful completion of probation.
We’re currently recruiting for an exciting opportunity for a Mortgage Advisor with a growing financial services business based in Manchester City Centre. This is a fantastic opportunity for an experienced advised sales professional looking to develop their career within the financial services and lending sector. You’ll be joining a customer-focused team where you’ll manage warm leads, understand customers’ individual circumstances and provide tailored solutions, while working within a highly regulated environment.
The Role
- Manage and convert second charge mortgage leads across multiple channels.
- Speak with customers to understand their individual needs and circumstances.
- Provide tailored recommendations and deliver a high level of customer service.
- Work towards and consistently achieve agreed sales, service and performance targets.
- Ensure all customer interactions comply with FCA regulations and responsible lending requirements.
- Follow company policies, procedures and regulatory guidelines.
- Maintain high standards of professionalism and ethical conduct.
- Take ownership of your performance and strive to exceed agreed targets.
About You
- We’re looking for candidates with previous experience in a financial services sale’s environment.
- At least 12 months' experience in an advised finance service sales role.
- Experience of working in a contact centre environment.
- A proven track record of achieving sales and performance targets.
- Strong communication and customer service skills.
- Excellent listening and questioning skills, with the ability to understand customer needs.
- Good decision-making and problem-solving abilities.
- The ability to work effectively in a fast-paced, target-driven environment.
- A commitment to working within regulatory and compliance requirements.
- The ability to work from the Manchester City Centre office at least 3 days per week (following probationary period).
CeMAP Qualification
CeMAP qualification is desirable, although candidates who are part-qualified or do not currently hold CeMAP will also be considered. If you don't currently hold the qualification, you'll need to demonstrate a genuine commitment to achieving it, with training and support provided. You will go straight into CeMAP training, which lasts 1 week, at which point you can either sit the exam straight away, or have more time to study prior with a view of being qualified within 6 weeks at the latest.
What's on Offer?
- £27,415 – £35,154 basic salary, dependent on CeMAP qualification.
- £41,000 typical OTE, with potential to earn up to £50,000.
- Up to 25 days' annual leave + bank holidays.
- Your birthday off every year.
- Healthcare cash plan.
- Contributory pension scheme with employer matching up to 5%.
- Long service awards.
- Cycle to work scheme.
- Life assurance.
- Support and training to develop your career within financial services.
- Hybrid working available following successful completion of probation.
The Environment
This is an opportunity to join a business with a strong focus on customer outcomes, responsible lending and financial inclusion. You'll be working within an FCA-regulated environment, so you'll be expected to meet the relevant FCA Conduct Rules and maintain the required standards of fitness and propriety.
Please note: Successful applicants will be required to complete a credit check and DBS check as part of the recruitment process.
If you're an experienced advised sales professional/mortgage advisor looking for your next opportunity, particularly if you're looking to progress within financial services and develop your CeMAP qualification, we'd love to hear from you.
Sales Executive - Financial Services in Manchester employer: CCA Recruitment Group Careers
As a Litigation Manager at our Sale, Manchester location, you will thrive in a dynamic work culture that prioritises employee development and well-being. With a competitive salary, generous holiday allowance, and a range of benefits including wellness support and on-site amenities, we foster an environment where you can lead a high-performing team while making a meaningful impact on debt recovery strategies. Join us to advance your career in a supportive setting that values accountability and continuous improvement.
Contact Details:
CCA Recruitment Group Careers Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Sales Executive - Financial Services in Manchester
✨Tip Number 1: Tap Into Professional Networks
The finance world loves a good connection, so jump into industry-specific groups on platforms like LinkedIn where you can find discussions on financial controlling. Engaging in these communities can expose you to hidden job leads that aren't openly advertised!
✨Tip Number 2: Attend Finance Events and Conferences
Make it a mission to attend finance-related events and conferences, even virtual ones! This is a golden opportunity to network face-to-face with people from companies like CCA Recruitment Group Careers. You never know who might be your next boss or a crucial contact!
✨Tip Number 3: Showcase Your Expertise
Consider writing articles or sharing insights related to financial controlling or industry trends. Publish these on platforms like LinkedIn to establish yourself as a knowledgeable player in the field. This not only increases your visibility but also catches the attention of recruiters from CCA Recruitment Group Careers.
✨Tip Number 4: Apply Directly on Company Websites
Since you're going for a full-time gig, don't forget to keep an eye on the careers page of companies you're interested in, like CCA Recruitment Group Careers. Many companies prefer candidates who apply through their website as it shows genuine interest and makes your application stand out!
We think you need these skills to ace Sales Executive - Financial Services in Manchester
Some tips for your application 🫡
Show Off Your Numbers Game:In financial controlling, detail is everything! Make sure your CV showcases your proficiency with numbers—highlight any relevant experience in budgeting, forecasting, or working with financial software. Quantifying your past achievements will make you stand out, so don’t be shy about flaunting those impressive percentages or cost savings you've implemented.
Tailored Cover Letter is Key:Your cover letter is a chance to shine, especially for a full-time role. Use it to express your genuine interest in CCA Recruitment Group Careers and the specific impact you hope to make in financial controlling. Mention any relevant qualifications or experiences that align with the company’s goals, and don’t forget to show that you're ready for a long-term commitment!
Certifications Matter:List relevant certifications such as ACCA or CIMA on your CV. These qualifications not only showcase your dedication to the field but also your technical competence in financial principles. If you have any ongoing training or courses, make sure to mention those as well to demonstrate your commitment to continual learning in financial controlling.
Don’t Overlook Soft Skills:While numbers are crucial, so are those soft skills! Financial controllers need strong communication and analytical reasoning abilities. We recommend embedding examples of these skills in your CV and cover letter, like how you’ve successfully delivered financial reports to stakeholders or collaborated with teams to improve processes. Let’s show CCA Recruitment Group Careers how you can be a team player!
How to prepare for a job interview at CCA Recruitment Group Careers
✨Brush Up on Technical Skills
Make sure you're comfortable with key financial concepts, especially around forecasting, budgeting, and variance analysis. Sometimes, interviewers may throw in technical questions or case studies, so practicing these types of scenarios will help you shine!
✨Showcase Your Financial Acumen
If you've had experience with specific financial software like SAP or Oracle, make it known! Be ready to discuss how you used these tools to improve processes or reporting, as this hands-on knowledge can really set you apart in a full-time role with CCA Recruitment Group Careers.
✨Know Your Numbers
In full-time interviews, especially in financial controlling, be prepared for numerical reasoning tests or questions. Brush up on your mental maths and understand how to interpret and analyse financial statements on the spot, as this may come up during the assessment.
✨Connect with Company Goals
Familiarise yourself with CCA Recruitment Group Careers's financial objectives and any recent developments. During the interview, try to weave your understanding of their business model and challenges into your answers—this shows your genuine interest and alignment with their goals!
