Mortgage Advisor Support

Evolution Money; Manchester; On-site; GBP 25,000 - 35,000; Full time

Job summary

Evolution Money, une entreprise spécialisée en prêts hypothécaires, recherche un soutien de conseiller hypothécaire. Le rôle consiste à fournir un excellent service client et à aider à qualifier des leads pour les conseillers. Des opportunités de progression vers le rôle de conseiller qualifié sont offertes, avec un soutien pour obtenir la qualification CeMAP.

Benefits

Jusqu'à 25 jours de congés annuels + jours fériés

Votre anniversaire libre chaque année !

Régime de pension contributif

Remises pour les employés

Qualifications

• Au moins 12 mois d'expérience en vente par téléphone, idéalement dans les services financiers.
• Motivé(e) et désireux(se) de progresser vers un rôle de conseiller hypothécaire qualifié.

Responsibilities

• Fournir des leads qualifiés à l'équipe de prêt.
• Assurer un excellent service client par téléphone et par email.
• Gérer les rendez-vous avec des conseillers hypothécaires.

Skills

Communication

Customer Service

Sales Experience

Education

CeMAP qualification

Job description

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Base pay range

Job Title: Mortgage Advisor Support

Company: Evolution Money

Location: Manchester City Centre

Job Type: Full-time

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 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.

If you need any support with completing this application, please contact us 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.

REF-222 124

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Customer Service, Sales, and Business Development

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