Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Support Mortgage Advisors by pre-qualifying leads and providing excellent customer service.
- Company: Evolution Money is a Certified B Corp focused on financial inclusion and bespoke lending solutions.
- Benefits: Enjoy up to 25 days off, healthcare plans, and a cycle-to-work scheme.
- Why this job: Kickstart your career in finance with training and progression opportunities in a supportive environment.
- Qualifications: 12 months of phone-based sales experience and strong communication skills are required.
- Other info: Join a diverse team committed to equality and creating a positive impact in financial services.
The predicted salary is between 20700 - 30000 £ per year.
Job Advert
Job Title: Mortgage Advisor Support
Company: Evolution Money
Location: Manchester City Centre
Job Type: Full-time
Basic Salary: £25,750
About Us:
Evolution Money is a Certified B Corp with a social purpose. At Evolution Money, 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. Through innovative and purpose-driven approaches, we aim to challenge traditional norms and create a pathway for those
who might be overlooked by conventional financial institutions.
The Role:
If you’re ready to kick start your career in Financial Services, our Mortgage Advisor Support role could be ideal for you. With
excellent opportunities to progress to Mortgage Advice, training provided and support to gain the Certificate in Mortgage Advice
and Practice (CeMAP qualification), we believe it’s a great place to begin your journey.
As a Mortgage Advisor Support in our friendly, specialist, Contact Centre you’ll be responsible for really getting to know
prospective customers. You’ll use your natural curiosity to gain a thorough understanding of their financial situation. Your
listening skills and empathy will help you understand their needs and aspirations.
Making and receiving calls through our dialler system, you’ll set our customers on the path to identifying the financial product
that’s suitable for them.
Responsibilities include:
* Delivery of qualified leads to our lending team.
* Pre-qualifying warm leads. Taking the customer thorough a fact find to ensure their circumstances meet our lending criteria and
our product meets their needs.
* Once eligibility is established, arranging appointments with one of our accredited Mortgage Advisors, using effective diary
management to maximise prospect contacts.
* Providing excellent customer service via telephone and email.
* Working closely with the wider lending Team to Support our team of Mortgage Advisors in obtaining customer documentation and
completion of other tasks required to ensure the completion of successful loan applications.
* Ensuring ownership of personal performance in line with business objectives, tracking and managing KPI’s.
* Ensuring all activities take place in accordance with our company value and customer charter, Data Protection principles,
Treating Customer Fairly principles and Compliance.
This role is for you if you have:
* A minimum of 12 months experience in phone-based sales role, for example Lead Generation, ideally within Financial Services.
* Strong Communication and Customer Service Skills
* The desire to progress to the qualified Mortgage Advisor role. Opportunities for progression, including support to gain
profession CeMAP qualification will be provided.
* A self-assured and approachable manner
* Driven, and self-motivated with the will to succeed.
* Excellent PC skills including Microsoft Office applications.
* Strong team player with a positive attitude
Here’s 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
* Modern offices at Piccadilly Gardens in Manchester
Evolution Money is both a dynamic organisation and an established specialist lender. We’re continuing a phenomenal period of
growth; demonstrated by our rankings in The Sunday Times Fast Track 100 for the last 2 years and multiple awards.
Company Culture:
Join us on our journey to redefine financial inclusivity. As we continue to evolve, so do the possibilities for those we serve.
Our goal is not just to provide loans but to architect a future where financial empowerment is a reality for everyone. At
Evolution Money, 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 get
in touch with us at any stage of recruitment to discuss it: evohr@evolutionmoney.co.uk [evohr@evolutionmoney.co.uk]
If you need any support with completing this application, please contact evohr@evolutionmoney.co.uk [evohr@evolutionmoney.co.uk]
and we will be happy to assist.
As a part of the Disability Confident Scheme, we offer interview to anyone with disability who meets the minimum criteria for the
role.
#J-18808-Ljbffr
Mortgage Advisor Support employer: www.findapprenticeship.service.gov.uk - Jobboard
Contact Detail:
www.findapprenticeship.service.gov.uk - Jobboard Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Mortgage Advisor Support
✨Tip Number 1
Familiarise yourself with the financial services industry, especially mortgage products. Understanding the basics of mortgages and lending criteria will help you engage more effectively with potential customers and demonstrate your knowledge during interviews.
✨Tip Number 2
Practice your communication skills, particularly over the phone. Since this role involves making and receiving calls, being able to convey information clearly and empathetically will set you apart from other candidates.
✨Tip Number 3
Network with professionals in the financial services sector. Attend industry events or join online forums to connect with others who can provide insights or even referrals for the Mortgage Advisor Support position at Evolution Money.
✨Tip Number 4
Showcase your desire for progression. During any interactions, whether it's an interview or networking event, express your enthusiasm for advancing to a qualified Mortgage Advisor role and your willingness to undertake the CeMAP qualification.
We think you need these skills to ace Mortgage Advisor Support
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience, especially in phone-based sales roles. Emphasise your communication skills and any previous work in financial services to align with the job requirements.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for financial inclusion and your desire to progress within the company. Mention specific aspects of Evolution Money's mission that resonate with you.
Highlight Relevant Skills: In your application, focus on your customer service skills and ability to empathise with clients. Provide examples of how you've successfully managed customer interactions in the past.
Show Enthusiasm for Growth: Express your eagerness to gain the CeMAP qualification and advance to a Mortgage Advisor role. This shows your commitment to personal development and aligns with the company's values.
How to prepare for a job interview at www.findapprenticeship.service.gov.uk - Jobboard
✨Research Evolution Money
Before your interview, take some time to learn about Evolution Money's mission and values. Understanding their commitment to financial inclusion and bespoke lending solutions will help you align your answers with their goals.
✨Showcase Your Communication Skills
As a Mortgage Advisor Support, strong communication is key. Prepare examples of how you've effectively communicated with customers in previous roles, especially in phone-based sales. Highlight your listening skills and empathy.
✨Demonstrate Your Curiosity
The role requires a natural curiosity to understand customers' financial situations. Be ready to discuss how you approach fact-finding and what questions you would ask to ensure you fully grasp a customer's needs.
✨Prepare for Scenario Questions
Expect scenario-based questions that assess your problem-solving abilities and customer service skills. Think of situations where you successfully handled customer inquiries or resolved issues, and be prepared to share these experiences.
