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Permanent

Secured Loan Advisor

Bolton
money-bag 28000.00-28000.00 Annual
3061257978
Posted 3 weeks ago

Secured Loan Advisor (Second Charge) Bolton Market-Leading Basic + Bonus Excellent Culture Salary up to £35000 + bonus +flexi hours + hybrid Are you an experienced Second Charge / Secured Loan Advisor looking to join a business that genuinely values quality advice, compliance, and customer outcomes? We re looking for a driven, customer-focused advisor to join our Bolton-based team. As a Secured Loan Advisor, you will guide customers through the second charge lending journey, ensuring advice is compliant, tailored, and in their best interests. Your key responsibilities will include: • Conducting initial security and Data Protection (DPA) checks • Reviewing detailed fact-finds to fully understand customers financial circumstances • Gaining consent and carrying out credit searches using system scripts • Matching customers with the most suitable lender and product based on their needs • Managing the full advice process, including documentation and paperwork Essential experience and qualifications: • Proven experience in second charge / secured loans in an advisory role • A strong track record in a target-driven environment • CeMAP 1, 2 and 3 completed • Solid understanding of FCA regulation, DPA, and AML • Confident user of MS Outlook, Word, and Excel Personal qualities: • Tenacious, self-motivated, and results-driven • Professional, ethical, and customer-focused • A strong team player with a positive attitude • Monday Thursday: 9:00am 6:00pm • Friday: 9:00am 4:00pm Benefits •

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