Mortgage Advisor
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About the role
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. You'll be target driven and enjoy operating in a fast-paced environment, all the while making sure the customers best interests are at the heart of what you do. This is a challenging, rewarding role where you'll be supported in developing your skills and performance.
Responsibilities
- Management of leads via multi channels
- Deliver excellent customer service through an evaluation of our customer needs and circumstances offering a recommendation best suited to them
- Observe regulatory and ethical standards in line with SMCR
- Demonstrate adherence to policies and procedures
- Hit agreed service levels and targets, striving to overachieve
- Work in accordance with the regulatory requirements as applied by the Company's responsible lending and underwriting policies.
- Essential Criteria
- Full CeMAP qualification or part qualification, desirable, the commitment to study and gain this qualification is essential (training packages provided).
- A minimum of 12 months experience in an advised sales role.
- Proven track record of hitting key objectives in a fast paced environment.
- Ability to work onsite in our Manchester City Centre Offices at least 3 days per week*.
- Qualifications (Advantageous)
- Excellent customer service skills
- Strong communication skills
- Great decision-making skills
- An evidenced track record for hitting targets
- Here's what you'll get back:
- Up to 25 days' annual leave + bank holidays
- Your birthday off, every year!
- A healthcare cash plan
- A contributory pensions scheme, matched up to 5%
- Long Service Awards
- Cycle to work scheme
- Life Assurance
- Company Culture:
- 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.
- Evolution Money is a Disability Confident Committed employer. We offer interview to anyone with disability who meets the minimum criteria for the role.
- As an FCA regulated firm, this role falls within the certification function. This requires the job holder to comply with the individual FCA Conduct rules and meet the Company's fit and proper standards assessment which is conducted on appointment and on at least an annual basis.
- Please note that successful applicants will be subject to a Credit check and a Disclosure Barring Service check.
- *Hybrid working patterns are available following successful completion of probation with a minimum onsite attendance of 3 days per week. Our Modern, City Centre Offices provide step free access to all areas and we will be happy to discuss any further adaptations.
- REF-229 114
Additional Information
Mortgage Advisor Company: Evolution Money Location: Manchester City Centre Job Type: Full-time OTE £50,000 potential, £41,000 typical. Basic Salary: £27,415 to £35,154, dependant on CeMAP qualification.
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