Trainee Second Charge Mortgage Advisor
Trainee Second Charge Mortgage Advisor

Trainee Second Charge Mortgage Advisor

Manchester Full-Time 28000 - 40000 £ / year (est.) No home office possible
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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 known for innovation and growth.
  • Benefits: Enjoy hybrid working, 33 days holiday, healthcare plans, and a fun, inclusive environment.
  • Why this job: Be part of a successful team with on-the-job training and opportunities for career advancement.
  • Qualifications: 1 year of sales experience, strong communication skills, and a passion for customer satisfaction.
  • Other info: Casual dress policy and various team incentives to keep the workplace vibrant.

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 is a highly established and reputable financial lending platform, working 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.
  • Suggest 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 organized, 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.

What we offer:

  • Hybrid working (3 days in the office and 2 days from home)
  • Flexible working arrangements to support a healthy work-life balance
  • 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.

Inclusion Policy: 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

At Aro Money, part of the ClearScore Group, we pride ourselves on being an excellent employer that fosters a supportive and inclusive work culture. With hybrid working arrangements, generous holiday allowances, and a commitment to employee growth through on-the-job training and company-funded qualifications, we empower our team members to thrive in their careers while maintaining a healthy work-life balance. Join us in this exciting phase of growth and innovation, where your contributions will be valued and rewarded.
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Contact Detail:

ClearScore 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

Practice your communication skills. As a Trainee Second Charge Mortgage Advisor, you'll need to build rapport with customers. Role-playing scenarios with friends or family can help you refine your approach and become more comfortable in customer interactions.

✨Tip Number 3

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

✨Tip Number 4

Showcase your sales experience effectively. Be prepared to discuss specific examples of how you've met or exceeded targets in previous roles. Highlighting your performance-driven mindset will resonate well with the hiring team.

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 Skills
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 🫡

Understand the Role: Before applying, make sure you fully understand the responsibilities of a Trainee Second Charge Mortgage Advisor. Familiarise yourself with the mortgage process and the skills required, such as customer service and sales experience.

Tailor Your CV: Highlight relevant experience in sales or customer service on your CV. Use specific examples that demonstrate your ability to meet targets and provide excellent customer experiences, as these are key aspects of the role.

Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for helping customers achieve their financial goals. Mention your understanding of the financial market and how your skills align with the company's mission and values.

Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any spelling or grammatical errors. A polished application reflects your attention to detail and professionalism, which are crucial in the financial industry.

How to prepare for a job interview at ClearScore

✨Understand the Role

Make sure you have a clear understanding of what a Trainee Second Charge Mortgage Advisor does. Familiarise yourself with the application process and the importance of customer relationships, as this will help you answer questions confidently.

✨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 that showcase your commitment to providing excellent customer service. Discuss how you've gone above and beyond for customers in the past, as this aligns with the company's goal of fostering long-term loyalty.

✨Ask Insightful Questions

At the end of the interview, ask thoughtful questions about the company culture, team dynamics, and opportunities for career advancement. This shows your genuine interest in the role and helps you assess if it's the right fit for you.

Trainee Second Charge Mortgage Advisor
ClearScore

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