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Secured Loan Advisor CeMAP - Bolton

Secured Loan Advisor CeMAP - Bolton


Brooke Harrison Recruitment are proud to be working in partnership to offer you an exciting opportunity to join a reputable financial services company based in Bolton.

This is an excellent time to join a growing and highly successful team within a company that has ambitious growth plans for 2017.

Are you results driven and ambitious? This role would be perfect so we would encourage you to apply!

About the role..

As a Secured Loan Advisor, you will be responsible for establishing a customer suitability for a loan from a panel of lenders. You will conduct a thorough assessment on new loan applications working within Financial Conduct Authority (FCA).

About the Role

  • You will be required to complete a detailed fact find from customers of their financial situation and assess how we can assist them.
  • Seek permission to carry out a credit search and inform clients of DPA through system scripts.
  • Input and log all customer information onto bespoke sourcing system.
  • Look to place them with a lender starting with the product that is suitable to the clients needs.
  • Work to set KPI and targets in line with TCF in relation to productivity and effectiveness.

Candidate Requirements

  • CeMAP qualified
  • Proven track record in a target driven role and stable career history
  • Being able to Adhere to all compliance and Training and Competency needs within the business.
  • Conduct calls in a professional manner following TCF and company guidelines.
  • Maintain competent working standards in line with requirements of compliance (DPA, FCA, AML and all other legislation).
  • Tenacious and Self-motivated individual who can work in a team
  • Proven communication skills, both written and verbal within financial services.
  • Commercially aware , with the confidence to discuss the benefits when necessary. Confident, outgoing, with the ability to pro actively build and maintain relationships.
  • Working knowledge of current legislation in relation to Financial Services.

What can we offer a Secured Loan Advisor?

  • Long term career with real prospects.
  • Opportunities to develop and progress in a forward-thinking business
  • Competitive reward Structure
  • A great working environment in prestigious office space
  • Valued as a person rather than just an employee.
  • Rotating shift patterns - Monday- Thursday9am - 6pm Friday 9am - 4pm
  • Over time paid time and 1/2

Required skills

  • Call Centre
  • Case Management
  • Financial Services
  • Loans
  • Sales

Reference: 35337045

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