At a Glance
- Tasks: Guide customers through the second charge lending journey with tailored advice.
- Company: Join a market-leading company that values quality advice and customer outcomes.
- Benefits: Earn up to £35k, enjoy flexi hours, and receive ongoing training.
- Why this job: Make a real difference in customers' financial journeys while earning competitive pay.
- Qualifications: Experience in secured loans and a strong track record in target-driven roles.
- Other info: Be part of a supportive team culture focused on compliance and customer success.
The predicted salary is between 28000 - 42000 £ per year.
Secured Loan Advisor (Second Charge) – Bolton
Market-Leading Basic + Bonus Excellent Culture
Salary up to £35,000 + bonus + flexi hours + hybrid
Are you an experienced Second Charge / Secured Loan Advisor looking to join a business that genuinely values quality advice, compliance, and customer outcomes? We are looking for a driven, customer-focused advisor to join our Bolton-based team. As a Secured Loan Advisor, you will guide customers through the second charge lending journey, ensuring advice is compliant, tailored, and in their best interests.
Responsibilities
- Conducting initial security and Data Protection (DPA) checks
- Reviewing detailed fact-finds to fully understand customers' financial circumstances
- Gaining consent and carrying out credit searches using system scripts
- Matching customers with the most suitable lender and product based on their needs
- Managing the full advice process, including documentation and paperwork
Essential experience and qualifications
- Proven experience in second charge / secured loans in an advisory role
- A strong track record in a target-driven environment
- CeMAP 1, 2 & 3 completed
- Solid understanding of FCA regulation, DPA, and AML
- Confident user of MS Outlook, Word, and Excel
Personal qualities
- Tenacious, self-motivated, and results-driven
- Professional, ethical, and customer-focused
- A strong team player with a positive attitude
Hours
Monday – Thursday: 9:00am–6:00pm
Friday: 9:00am–4:00pm
Benefits
- Competitive basic salary (discussed at interview and based on experience)
- Market-leading culture with strong compliance support
- Ongoing training and development
- A business that genuinely puts customer outcomes first
- Salary is up to £35k depending on experience + flexi hours
If you are an experienced Secured Loan Advisor looking for a role where quality advice, compliance, and earnings go hand-in-hand, we would love to hear from you.
Secured Loan Advisor in Burnley employer: Essentia Solutions Group
Contact Detail:
Essentia Solutions Group Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Secured Loan Advisor in Burnley
✨Tip Number 1
Network like a pro! Reach out to your connections in the finance industry, especially those who have experience with secured loans. A friendly chat can lead to insider info about job openings that aren't even advertised yet.
✨Tip Number 2
Prepare for interviews by brushing up on your knowledge of FCA regulations and compliance. We want you to shine when discussing how you ensure customer outcomes are always top-notch!
✨Tip Number 3
Practice your pitch! Be ready to explain how your experience aligns with the role of a Secured Loan Advisor. Highlight your track record in a target-driven environment and how you’ve helped customers in the past.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to get noticed and show us you’re serious about joining our team. Plus, we love seeing candidates who take that extra step!
We think you need these skills to ace Secured Loan Advisor in Burnley
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in second charge and secured loans. We want to see how your skills match the job description, so don’t be shy about showcasing your achievements!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re passionate about helping customers and how your background makes you the perfect fit for our team. Keep it friendly and professional!
Showcase Compliance Knowledge: Since compliance is key in this role, make sure to mention your understanding of FCA regulations and any relevant qualifications like CeMAP. We love seeing candidates who are serious about doing things the right way!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it’s super easy!
How to prepare for a job interview at Essentia Solutions Group
✨Know Your Stuff
Make sure you brush up on your knowledge of second charge loans and the relevant FCA regulations. Being able to discuss compliance and customer outcomes confidently will show that you're serious about the role.
✨Tailor Your Approach
Before the interview, think about how your experience aligns with the responsibilities listed in the job description. Prepare specific examples of how you've successfully guided customers through the lending process in the past.
✨Showcase Your Skills
Be ready to demonstrate your proficiency with MS Outlook, Word, and Excel. You might be asked to explain how you use these tools in your day-to-day work, so have some examples at the ready.
✨Ask Insightful Questions
Prepare a few thoughtful questions about the company culture and their approach to customer outcomes. This shows that you're genuinely interested in the role and want to ensure it's a good fit for both you and them.