Mortgage Advisor Support
Company: Evolution Money
Location: Manchester City Centre
Job Type: Full-time
Basic Salary: £25,000
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:
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 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:
1. Delivery of qualified leads to our lending team.
2. Pre-qualifying warm leads and taking the customer through a fact find to ensure their circumstances meet our lending criteria.
3. Once eligibility is established, arranging appointments with one of our accredited Mortgage Advisors.
4. Providing excellent customer service via telephone and email.
5. Working closely with the wider lending Team to support our Mortgage Advisors in obtaining customer documentation.
6. Ensuring ownership of personal performance in line with business objectives, tracking and managing KPI’s.
7. Ensuring all activities are in accordance with our company values and compliance principles.
This role is for you if you have:
1. A minimum of 12 months experience in a phone-based sales role, ideally within Financial Services.
2. Strong Communication and Customer Service Skills.
3. The desire to progress to the qualified Mortgage Advisor role, with opportunities for progression.
4. A self-assured and approachable manner.
5. Driven, and self-motivated with the will to succeed.
6. Excellent PC skills including Microsoft Office applications.
7. Strong team player with a positive attitude.
Here’s what you’ll get back:
1. Up to 25 days’ annual leave + Bank Holidays.
2. Your birthday off, every year!
3. A healthcare cash plan.
4. A contributory pensions scheme, matched up to 5%.
5. Long Service Awards.
6. Cycle to work scheme.
7. Life Assurance.
8. Modern offices at Piccadilly Gardens in Manchester.
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. 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 that disproportionately disadvantage protected groups. Everyone is welcome at Evolution Money! We encourage applications from all backgrounds and communities and are more than happy to discuss any reasonable adjustments that you may require. #J-18808-Ljbffr