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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 reputable company with a focus on customer service.
- Qualifications: Proven sales experience in FCA-regulated environments, ideally in secured loans or mortgages.
- Other info: Stay updated with industry changes and maintain high ethical standards.
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.
- 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: CV-Library
Contact Detail:
CV-Library Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Mortgage Advisor
✨Tip Number 1
Network with professionals in the financial services sector, especially those who work as Mortgage Advisors or Secured Loan Advisors. Attend industry events or join relevant online forums to connect with potential colleagues and learn about the latest trends in secured loans.
✨Tip Number 2
Familiarise yourself with the latest FCA regulations and compliance requirements related to secured loans. This knowledge will not only boost your confidence during interviews but also demonstrate your commitment to maintaining high ethical standards in your work.
✨Tip Number 3
Prepare for role-play scenarios that mimic real-life sales conversations. Practising how to handle objections and tailor solutions to customer needs will help you stand out during the interview process and showcase your sales skills effectively.
✨Tip Number 4
Research the company thoroughly before your interview. Understand their values, culture, and the specific products they offer. This will allow you to align your answers with their expectations and show that you're genuinely interested in being part of their team.
We think you need these skills to ace Mortgage Advisor
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in sales roles, particularly within FCA-regulated environments. Emphasise your achievements in secured loans or similar financial services to align with the job requirements.
Craft a Compelling Cover Letter: Write a cover letter that showcases your understanding of the financial landscape and your ability to provide tailored advice. Mention specific examples of how you've successfully managed customer relationships and achieved sales targets.
Highlight Relevant Skills: In your application, focus on skills such as objection handling, product knowledge, and compliance with industry regulations. These are crucial for the role and should be clearly articulated in your documents.
Show Enthusiasm for Professional Development: Express your eagerness to further develop your skills and qualifications in the financial services sector. Mention any relevant training or certifications you have completed or are interested in pursuing.
How to prepare for a job interview at CV-Library
✨Showcase Your Sales Experience
Be prepared to discuss your previous sales roles, especially in FCA-regulated environments. Highlight specific examples where you successfully handled objections and built strong customer relationships.
✨Demonstrate Product Knowledge
Familiarise yourself with various secured loan products and current market trends. During the interview, be ready to explain how you would tailor solutions to meet different customer needs.
✨Prepare for Scenario Questions
Expect scenario-based questions that assess your problem-solving skills and ability to navigate customer situations. Practice articulating your thought process and decision-making strategies.
✨Emphasise Compliance and Ethics
Since the role requires adherence to industry regulations, be sure to discuss your understanding of compliance and ethical standards in financial services. Share examples of how you've maintained high standards in your previous roles.
