At a Glance
- Tasks: Help customers secure mortgages while providing top-notch service and support.
- Company: Join Evolution Money, a Certified B Corp with a mission for financial inclusivity.
- Benefits: Earn up to £50,000, enjoy 25 days leave, and get your birthday off!
- Other info: Dynamic team culture focused on growth, creativity, and inclusivity.
- Why this job: Make a real difference in people's lives by empowering them financially.
- Qualifications: CeMAP qualification preferred; experience in sales is essential.
The predicted salary is between 27415 - 35154 £ per year.
Company: Evolution Money
Location: Manchester City Centre
Job Type: Full-time OTE £50,000 potential, £41,000 typical. Basic Salary: £27,415 to £35,154, dependant on CeMAP qualification.
About Us
Evolution Money is a Certified B Corp with a social purpose. Our mission is to redefine financial inclusion by providing bespoke lending solutions to UK homeowners. We are committed to empowering individuals and fostering long-term financial well-being.
The Role
You will be target driven and enjoy operating in a fast-paced environment, ensuring the customers' best interests are at the heart of what you do. This is a challenging, rewarding role where you will be supported in developing your skills and performance.
Key Responsibilities
- Management of leads via multi channels
- Deliver excellent customer service through an evaluation of our customer needs and circumstances offering a recommendation best suited to them
- Observe regulatory and ethical standards in line with SMCR
- Demonstrate adherence to policies and procedures
- Hit agreed service levels and targets, striving to overachieve
- Work in accordance with the regulatory requirements as applied by the Company’s responsible lending and underwriting policies.
Essential Criteria
- Full CeMAP qualification or part qualification, desirable, the commitment to study and gain this qualification is essential (training packages provided).
- A minimum of 12 months experience in an advised sales role.
- Proven track record of hitting key objectives in a fast paced environment.
- Ability to work onsite in our Manchester City Centre Offices at least 3 days per week.
Qualifications (Advantageous)
- Excellent customer service skills
- Strong communication skills
- Great decision-making skills
- An evidenced track record for hitting targets
Heres what you’ll get back:
- Up to 25 days annual leave + bank holidays
- Your birthday off, every year!
- A healthcare cash plan
- A contributory pensions scheme, matched up to 5%
- Long Service Awards
- Cycle to work scheme
- Life Assurance
Company Culture:
Join us on our journey to redefine financial inclusivity. Our goal is not just to provide loans but to architect a future where financial empowerment is a reality for everyone. We value creativity, innovation, and a collaborative spirit. Our team is dedicated to delivering exceptional results and creating a positive impact in the financial services industry.
We believe in fostering a work environment that encourages growth, learning, and teamwork. We are committed to encouraging equality, diversity and inclusion and aim to create a working environment where every employee is respected.
We will provide fairness, and respect to all our prospective employees, and all hiring decisions are based on merit. We aim to ensure that no job applicant is placed at a disadvantage by practices or requirements which disproportionately disadvantage protected groups, and which are not justified by the demands of the role. Everyone is welcome at Evolution Money!
We are proud in creating an inclusive and diverse culture in our Evo Team community. We want to ensure that you feel comfortable and can give your best throughout the recruitment process. We encourage applications from all backgrounds and communities, and we are more than happy to discuss any reasonable adjustments that you may require.
Please visit our careers site for additional information, along with contact details to reach us directly. Just search Evolution Money careers.
Evolution Money is a Disability Confident Committed employer. We offer interview to anyone with disability who meets the minimum criteria for the role.
As an FCA regulated firm, this role falls within the certification function. This requires the job holder to comply with the individual FCA Conduct rules and meet the Company’s fit and proper standards assessment which is conducted on appointment and on at least an annual basis.
Please note that successful applicants will be subject to a Credit check and a Disclosure Barring Service check.
*Hybrid working patterns are available following successful completion of probation with a minimum onsite attendance of 3 days per week. Our Modern, City Centre Offices provide step free access to all areas and we will be happy to discuss any further adaptations.
Mortgage Advisor in Warrington employer: Evolution Money
At Evolution Money, we pride ourselves on being a Certified B Corp with a strong social purpose, dedicated to redefining financial inclusion in the heart of Manchester City Centre. Our vibrant work culture fosters creativity and collaboration, offering employees exceptional benefits such as up to 25 days annual leave, a healthcare cash plan, and opportunities for professional growth through training and development. Join us in our mission to empower individuals and make a meaningful impact in the financial services industry, all while enjoying a supportive and inclusive environment.
StudySmarter Expert Advice🤫
We think this is how you could land Mortgage Advisor in Warrington
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Evolution Money. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Mortgage Advisor in Warrington
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Evolution Money.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Evolution Money's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Evolution Money
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Evolution Money.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Evolution Money will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Evolution Money employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
