Trainee Second Charge Mortgage Advisor
Trainee Second Charge Mortgage Advisor

Trainee Second Charge Mortgage Advisor

Manchester Internship 28000 - 40000 £ / year (est.) Home office (partial)
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At a Glance

  • Tasks: Guide customers through mortgage applications and collaborate with advisors for expert advice.
  • Company: Join Aro Money, a leading financial brokerage within the innovative ClearScore Group.
  • Benefits: Enjoy hybrid working, 33 days holiday, healthcare cash plan, and a fun, inclusive environment.
  • Why this job: Be part of a successful team driving innovation in customer experience while advancing your career.
  • Qualifications: 1 year of sales experience, strong communication skills, and a passion for customer satisfaction.
  • Other info: Flexible working arrangements and opportunities for professional development, including company-funded qualifications.

The predicted salary is between 28000 - 40000 £ per year.

Hybrid: 3 days in the office and 2 days from home

Salary: An OTE of £35k - £40k (basic salary of up to £28k + bonus)

Join us at this exciting time of growth as the ClearScore Group expands following our recent acquisition of Aro, creating new opportunities for innovation and success! We are seeking a talented and motivated individual to join our highly skilled team. As a Trainee Second Charge Mortgage Advisor, you will guide customers through the application process and liaise with a qualified advisor who will provide the customer with expert advice on second charge mortgages. This is a unique opportunity to join an industry leading financial brokerage.

Aro Money are a highly established and reputable financial lending platform, we work with some of the most prestigious and growing financial institutions globally. You will be part of a very successful team within the ClearScore Group with a clear strategy for success and growth including on the job training and company funded CeMAP qualification.

What you’ll be doing:

  • Assess customers' eligibility for a secured loan and conduct a fact find to enable the mortgage advisor to evaluate.
  • Build and maintain strong relationships with customers and advisors.
  • Meet or exceed sales targets and KPIs while maintaining high levels of customer satisfaction.
  • Collaborate with our exceptional team of advisors and case managers to support our customers' applications.
  • Play a key role in Aro’s continuous innovation of best-in-class customer experience.
  • Suggesting new ideas and processes where appropriate and be willing to put these into practice.

What we expect from you:

  • 1 year of experience in a sales environment.
  • A performance-driven mindset, taking accountability for targets that drive the right outcomes for customers whilst taking our business forward.
  • You’ll provide a best-in-class customer experience, going over and above each time, ensuring their satisfaction and fostering long-term loyalty.
  • A good understanding of the financial market, regulations, and procedures.
  • You’ll be busy, so you’ll need to be organised, managing multiple cases in a fast-paced environment.
  • Excellent communication and interpersonal skills, with the ability to build rapport with customers.
  • Detail-oriented with strong analytical and problem-solving abilities.
  • Flexibility and willingness to work shifts in order to meet the evolving needs of our customers.

Benefits:

  • 33 days holiday inclusive of bank holidays
  • Supportive team environment with opportunities for career advancement
  • Salary sacrifice pension scheme up to 4%
  • Healthcare cash plan with separate balance for dependents
  • Life assurance x 2
  • Cycle to work scheme
  • Birthday off + takeaway on us
  • Enhanced maternity, adoption or paternity leave
  • Enhanced sick pay + income protection for up to 2 years
  • Casual and gender neutral dress policy
  • Access to a range of retailer discounts through our various providers
  • Fun and inclusive work environment with regular team incentives

If you are a motivated and customer-focused individual with a passion for helping others achieve their financial goals, we would love to hear from you. We look forward to reviewing your application!

At Aro Money we are committed to equality and diversity. We ensure that job criteria are relevant to the successful undertaking of the job. We do not indirectly disadvantage any persons on the grounds of gender, age, disability, race, ethnic origin, religious belief, sexual orientation, or social status.

As part of any recruitment process, Aro collects and processes personal data relating to job applicants. Aro is committed to being transparent about how it collects and uses that data and to meeting its data protection obligations.

We are always looking for talented individuals to join ClearScore. We are an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for our people.

Trainee Second Charge Mortgage Advisor employer: ClearScore Technology Ltd.

At ClearScore, we pride ourselves on being an exceptional employer, offering a dynamic hybrid working environment that promotes a healthy work-life balance. With a strong focus on employee growth, we provide comprehensive training, including company-funded CeMAP qualifications, and a supportive team culture that encourages innovation and collaboration. Our commitment to inclusivity and diversity, alongside attractive benefits such as enhanced leave policies and a fun workplace atmosphere, makes ClearScore an ideal place for motivated individuals looking to advance their careers in the financial sector.
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Contact Detail:

ClearScore Technology Ltd. Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Trainee Second Charge Mortgage Advisor

✨Tip Number 1

Familiarise yourself with the second charge mortgage market. Understanding the key players, current trends, and regulations will not only boost your confidence but also impress the interviewers with your industry knowledge.

✨Tip Number 2

Network with professionals in the financial services sector. Attend industry events or join online forums to connect with experienced advisors. This can provide you with valuable insights and potentially lead to referrals.

✨Tip Number 3

Prepare for role-play scenarios that may come up during the interview. Practising how to handle customer inquiries and objections will demonstrate your readiness for the role and your commitment to providing excellent customer service.

✨Tip Number 4

Showcase your sales achievements in previous roles. Be ready to discuss specific examples of how you've met or exceeded targets, as this aligns perfectly with the performance-driven mindset they are looking for.

We think you need these skills to ace Trainee Second Charge Mortgage Advisor

Sales Experience
Customer Relationship Management
Understanding of Financial Markets
Knowledge of Mortgage Regulations
Analytical Skills
Problem-Solving Abilities
Excellent Communication Skills
Interpersonal Skills
Organisational Skills
Performance-Driven Mindset
Ability to Meet Sales Targets
Flexibility in Working Hours
Attention to Detail
Team Collaboration

Some tips for your application 🫡

Tailor Your CV: Make sure your CV highlights relevant experience in sales and customer service. Emphasise any achievements that demonstrate your ability to meet targets and provide excellent customer experiences, as these are key for the Trainee Second Charge Mortgage Advisor role.

Craft a Compelling Cover Letter: In your cover letter, express your enthusiasm for the role and the company. Mention why you want to work for ClearScore and how your skills align with their mission. Be specific about your interest in the financial market and your desire to help customers achieve their financial goals.

Showcase Relevant Skills: Highlight your communication and interpersonal skills in your application. Provide examples of how you've built relationships with customers in previous roles, as this is crucial for success in the position.

Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any spelling or grammatical errors. A polished application reflects attention to detail, which is essential for a role that involves assessing customer eligibility and managing multiple cases.

How to prepare for a job interview at ClearScore Technology Ltd.

✨Understand the Role

Make sure you have a solid grasp of what a Trainee Second Charge Mortgage Advisor does. Familiarise yourself with the application process and the importance of customer relationships, as this will show your genuine interest in the position.

✨Showcase Your Sales Experience

Since the role requires experience in a sales environment, be prepared to discuss your previous sales roles. Highlight specific achievements and how you met or exceeded targets, demonstrating your performance-driven mindset.

✨Demonstrate Customer Focus

Prepare examples of how you've provided excellent customer service in the past. Discuss how you’ve gone above and beyond to ensure customer satisfaction, as this aligns with the company's commitment to a best-in-class customer experience.

✨Ask Insightful Questions

Prepare thoughtful questions about the company culture, team dynamics, and opportunities for career advancement. This shows your enthusiasm for the role and helps you assess if the company is the right fit for you.

Trainee Second Charge Mortgage Advisor
ClearScore Technology Ltd.
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  • Trainee Second Charge Mortgage Advisor

    Manchester
    Internship
    28000 - 40000 £ / year (est.)

    Application deadline: 2027-06-19

  • C

    ClearScore Technology Ltd.

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