Trainee Second Charge Mortgage Advisor

Clearscore; Manchester; Hybrid; GBP 30,000 - 34,000; Full time

Benefits offered by this job

Hybrid work model (3 days in office, 2

CeMAP training funded by company

Private health and dental cover

Pension scheme

Flexible working hours

Learning and development

Job summary

ClearScore is seeking a motivated Trainee Second Charge Mortgage Advisor to join ClearScore Home Lending. You will guide customers through the application and liaise with a qualified advisor for expert second charge mortgage advice.

The role includes on-the-job training with CeMAP qualification funded by the company, a hybrid model (3 days in the office, 2 days from home), and a clear path to growth in a dynamic mortgage brokerage.

Qualifications

• Entry level experience in a sales environment.
• CeMAP training provided on the job.

Responsibilities

• Assess customers' eligibility for a secured loan and conduct a fact find.
• Build and maintain relationships with customers and advisors.
• Meet or exceed sales targets and KPIs while delivering high customer satisfaction.
• Collaborate with advisors and case managers to support applications.
• Contribute to continuous improvement of customer experience.
• Suggest new ideas and put them into practice.

Skills

Sales experience

Customer service

Communication

Education

CeMAP qualification

Job description

• Hybrid: 3 days in the office and 2 day from home
• Salary: An OTE of £40k - £48k (basic salary banding £30k to £34k + bonus)

We are looking for a motivated and customer-focused Trainee Second Charge Mortgage Advisor to join our growingClearScore Home Lending team.As a Trainee Second Charge Mortgage Advisor, you will guide customers through the application process and liaise with a qualified advisor who will provide the customer with expert advice on second charge mortgages. This is a unique opportunity to join an industry leading financial brokerage. ClearScore Group are a highly established and reputable financial lending platform, we work with some of the most prestigious and growing financial institutions globally.

You will be part a very successful team within the ClearScore Group with a clear strategy for success and growth including on the job training and company funded CeMAP qualification.

What you’ll be doing:

• Assess customers eligibility for a secured loan and conduct a fact find to enable the mortgage advisor to evaluate.
• Build and maintain strong relationships with customers and advisors.
• Meet or exceed sales targets and KPIs while maintaining high levels of customer satisfaction.
• Collaborate with our exceptional team of advisors and case managers to support our customers' applications.
• Play a key role in Aro’s continuous innovation of best-in-class customer experience.
• Suggesting new ideas and processes where appropriate and be willing to put these into practice.

What we expect from you:

• Entry level experience in a sales environment.
• A performance-driven mindset, taking accountability for targets that drive the right outcomes for customers whilst taking our business forward.
• You’ll provide a best-in-class customer experience, going over and above each time, ensuring their satisfaction and fostering long-term loyalty.
• A good understanding of the financial market, regulations, and procedures.
• You’ll be busy, so you’ll need to be organised, managing multiple cases
• in a fast-paced environment.
• Excellent communication and interpersonal skills, with the ability to build rapport with customers.
• Detail-oriented with strong analytical and problem-solving abilities.
• Flexibility and willingness to work shifts in order to meet the evolving needs of our customers.

Why ClearScore?

ClearScore is the UK's #1 credit score and report app. We are also present in South Africa, Australia and Canada, with more than 20 million users globally and growing fast. Someone joins ClearScore every 20 seconds. We have established relationships with over 50 of the main lenders in the U.K., and have been a trusted tool for customers to manage their credit and make better financial decisions.

Since October 2016 we have helped 1.8 million users take out a new credit card or loan. We are user-centric at our core and we believe in leveraging technology to enable positive financial choices. We are design-led and data-driven and we embed these behaviours in everything we do.

Our company culture is a fundamental part of all we have achieved. We believe in hiring smart, driven, passionate and diverse people who are keen on having a real impact in our organisation. We trust you to manage your own time so we offer flexible work and no fixed desk hours. We don't micromanage and we believe in measuring outcomes rather than effort. We have an inclusive culture where all, regardless of seniority, are encouraged to contribute with their ideas, look after their wellbeing and actively seek opportunities for career growth.

• 25 paid holidays and a "duvet day" on your birthday
• Private health and dental cover - including mental health support through Bupa
• GP office visits
• Up to 4% matched pension
• Regular Lunch and Learns with guest speakers
• Dog-friendly office
• Daily breakfast and free snacks
• Access to discounts via Cobens Extras
• Free sports and social clubs
• Continued investment into learning and development
• Leadership-led training
• In-house psychotherapist
• Financial coach to help you plan and achieve your goals
• No clock-watching culture
• Generous maternity and paternity plans
• Culture and inclusion representatives
• Transparent pay structure and a career growth plan

ClearScore is committed to providing equal employment opportunities to all qualified individuals. As an equal opportunity employer, we are able to make reasonable adjustments to accommodate individuals with disabilities during the recruitment and selection process. If you require accommodation, please inform us in advance, and we will work with you to meet your needs.

Our Hybrid Model

We embrace adynamic hybrid work environment that balances flexibility with collaborative in-person experiences. Our approach is designed to foster innovation, team connection, and individual productivity.

We believe this structure offers the best of both worlds - the flexibility of remote work and the synergy of face-to-face collaboration. Our office days are carefully coordinated to maximise team interactions and learning/ mentorship opportunities.

What This Means for You:

• Flexibility to manage your work and life
• Dedicated in-office days for team building and collaborative projects
• Office facilities (with plants!) designed for productive interactions
• Clear expectations and support for maintaining our hybrid schedule

We’re committed to creating an inclusive environment that accommodates diverse needs while maintaining our collaborative culture. Join us in shaping the future of work!

Note: While we offer flexibility, commitment to our hybrid schedule is an important aspect of our team culture and performance expectations.

Inclusion Policy

We are always looking for talented individuals to join ClearScore. We are an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for our people. Please see our People Policy Notice at https://www.clearscore.com/people-notice .