Loan Advisor

Posted 6 April by J2 Recruitment Easy Apply Featured

Loan Advisor - Central Manchester
£20,000 - OTE £30,000

The Role

To assess new loan applications working within Financial Conduct Authority (FCA), Treating Customer Fairly (TCF) guidelines and in line with our Customer Charter.

Key Responsibilities

  • To handle customer and broker enquiries via telephone and written correspondence.
  • Consistently delivers high standards of customer service ensuring that the customer's best interests are at the heart of all processes and decisions.
  • Identifies the most appropriate solution for the customer in line with company policy - undertakes a thorough fact find and capacity check to identify the most appropriate product for the customer's circumstances
  • Liaises with other departments/brokers/3rd parties to share best practice and to ensure the best solution is provided to the customer.
  • To complete an income and expenditure document to assess the customer's affordability for finance using effective questioning, clear communication and verification of customer understanding.
  • Responsible for managing existing client data base once the finance has been agreed in principle to ensure the return of documentation.
  • Record comprehensive and accurate notes on customer accounts in line with Data Protection guidelines.
  • Follows company policy and mandates escalating to manager where appropriate.
  • Effective use of diary management to maximise client contacts.
  • Ensure all activities take place in accordance with our company value and customer charter, Data Protection principles, TCF principles and Compliance


  • Strong team player with a positive attitude
  • Strong organisational skills with the ability to prioritise daily workload whilst working accurately under pressure
  • Excellent customer service skills
  • Excellent communication skills and the ability to build effective working relationships
  • Minimum of 6 months sales experience, preferably within financial services
  • Up to date and working knowledge of all relevant legislation and regulation as stipulated by the FCA
  • Previous 2nd Charge manual underwriting (desirable)

Required skills

  • sales
  • sales executive
  • secured loans
  • loans
  • Loan Advisor
  • Mortage Advisor

Reference: 34851136

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