Open role
Loan Advisor
- Aggregated by CV-Library
- Rotherham, South Yorkshire
- Permanent
- Full Time
- £31,000 - £31,000 Per Annum
Job Description
Job Title: Loans Advisor
Location: Rotherham (1 day per week working from home)
Salary: Up to £31,000, realistic OTE £45,000
Hours: 37.5 hour week
Benefits:
Competitive salary with bonus opportunity
22 days' holiday plus bank holidays (increasing with service)
Company pension scheme
Life assurance, income protection and company sick pay
Employee Assistance Programme and Virtual GP service
Hybrid working (1 day from home)
Cycle to Work Scheme and Buy & Sell Holiday Scheme
Regular team social events and wellbeing initiatives
Ongoing training, development and career progression opportunities
Supportive team environment within a growing financial services businessAbout the position of Loans Advisor:
Whether you're an experienced advisor ready for your next challenge or looking to take the next step in your financial services career, this is an opportunity to join a growing loans team where your attitude, ambition and ability to build relationships will make the difference.
We're looking for someone who is confident, driven and naturally customer-focused, someone who enjoys speaking with people, understands how to uncover customer needs and takes pride in delivering the right outcomes. You'll be comfortable working towards targets, managing your own workload and making decisions in a fast-paced environment, while remaining focused on quality and compliance.
The successful candidate will be positive, resilient and open to feedback, with the self-awareness to recognise their strengths and continuously develop. You'll be joining a supportive team that invests in its people, with dedicated coaching, ongoing development and the opportunity to grow your lending expertise and achieve your CeMAP qualification with full support.
Responsibilities for the role of Loans Advisor:
Manage customers from initial enquiry through to completion, delivering an excellent customer journey.
Conduct telephone-based fact finds to understand customer circumstances, needs and objectives.
Provide tailored secured lending advice in line with customer needs and regulatory requirements.
Assess affordability, suitability and lending risks to support responsible lending decisions.
Review documentation and progress applications efficiently with lenders and internal teams.
Build great customer relationships through clear, professional communication.
Maintain accurate records and complete compliant suitability summaries.
Achieve individual and team targets while maintaining high standards of service and compliance.
Keep up to date with lender criteria, market developments and regulatory requirements. Experience and skills required for the role of Loans Advisor:
The ability to build rapport, identify needs and manage customer interaction
Success hitting sales/revenue making targets in customer-facing roles (essential).
Experience within financial services, lending, banking, mortgages, insurance or consultative sales
Understanding of lending, affordability assessments or regulated financial products (desirable).
Confident, self-motivated and able to take constrictive feedback and work manage workload independently.
CeMAP qualified or willing to work towards the qualification (within 30 months).For more information regarding the role of Loans Advisor contact us
Stellar Select is acting as an employment agency and is a corporate member of the REC.
Due to a high volume of applications, we will only contact you if your application has been successful. We aim to contact all successful contacts within two business days
Location: Rotherham (1 day per week working from home)
Salary: Up to £31,000, realistic OTE £45,000
Hours: 37.5 hour week
Benefits:
Competitive salary with bonus opportunity
22 days' holiday plus bank holidays (increasing with service)
Company pension scheme
Life assurance, income protection and company sick pay
Employee Assistance Programme and Virtual GP service
Hybrid working (1 day from home)
Cycle to Work Scheme and Buy & Sell Holiday Scheme
Regular team social events and wellbeing initiatives
Ongoing training, development and career progression opportunities
Supportive team environment within a growing financial services businessAbout the position of Loans Advisor:
Whether you're an experienced advisor ready for your next challenge or looking to take the next step in your financial services career, this is an opportunity to join a growing loans team where your attitude, ambition and ability to build relationships will make the difference.
We're looking for someone who is confident, driven and naturally customer-focused, someone who enjoys speaking with people, understands how to uncover customer needs and takes pride in delivering the right outcomes. You'll be comfortable working towards targets, managing your own workload and making decisions in a fast-paced environment, while remaining focused on quality and compliance.
The successful candidate will be positive, resilient and open to feedback, with the self-awareness to recognise their strengths and continuously develop. You'll be joining a supportive team that invests in its people, with dedicated coaching, ongoing development and the opportunity to grow your lending expertise and achieve your CeMAP qualification with full support.
Responsibilities for the role of Loans Advisor:
Manage customers from initial enquiry through to completion, delivering an excellent customer journey.
Conduct telephone-based fact finds to understand customer circumstances, needs and objectives.
Provide tailored secured lending advice in line with customer needs and regulatory requirements.
Assess affordability, suitability and lending risks to support responsible lending decisions.
Review documentation and progress applications efficiently with lenders and internal teams.
Build great customer relationships through clear, professional communication.
Maintain accurate records and complete compliant suitability summaries.
Achieve individual and team targets while maintaining high standards of service and compliance.
Keep up to date with lender criteria, market developments and regulatory requirements. Experience and skills required for the role of Loans Advisor:
The ability to build rapport, identify needs and manage customer interaction
Success hitting sales/revenue making targets in customer-facing roles (essential).
Experience within financial services, lending, banking, mortgages, insurance or consultative sales
Understanding of lending, affordability assessments or regulated financial products (desirable).
Confident, self-motivated and able to take constrictive feedback and work manage workload independently.
CeMAP qualified or willing to work towards the qualification (within 30 months).For more information regarding the role of Loans Advisor contact us
Stellar Select is acting as an employment agency and is a corporate member of the REC.
Due to a high volume of applications, we will only contact you if your application has been successful. We aim to contact all successful contacts within two business days