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 rewards.
- 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 Manchester 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 Manchester
✨Tip Number 1
Network like a pro! Get out there and connect with people in the industry. Attend events, join online forums, and don’t be shy about reaching out on LinkedIn. You never know who might have the inside scoop on job openings!
✨Tip Number 2
Practice your pitch! When you get the chance to chat with potential employers, make sure you can clearly explain your experience and how it relates to the Secured Loan Advisor role. Keep it concise but impactful – you want to leave them wanting to know more!
✨Tip Number 3
Follow up after interviews! A quick thank-you email can go a long way. It shows your enthusiasm for the role and keeps you fresh in their minds. Plus, it’s a great opportunity to reiterate why you’re the perfect fit for the team.
✨Tip Number 4
Don’t forget to apply through our website! We love seeing applications come directly from candidates who are genuinely interested in joining us. It shows initiative and gives you a better chance of standing out in the crowd.
We think you need these skills to ace Secured Loan Advisor in Manchester
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 what we're looking for, 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 the perfect fit for our team in Bolton. Share your passion for customer-focused advice and compliance – we love that!
Showcase Your Compliance Knowledge: Since we value compliance highly, make sure to mention your understanding of FCA regulations, DPA, and AML in your application. It’ll show us you’re 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 don’t miss out on any important updates from our team!
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 daily 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 service. This shows that you're genuinely interested in the role and want to ensure it's a good fit for both you and them.