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Unsecured Loan Advisor - City, Manchester, United Kingdom, M1


I am excited to be recruiting for this fantastic opportunity for an award winning, direct lender based in luxurious City Centre offices and due to company growth they are seeking an Unsecured Sales Advisor to join them as part of a growing team.

The purpose of this role will be too to assess new loan applications working within Financial Conduct Authority and finding the best possible outcome for the customer.

You will be joining and organisation that truly value their staff and customers, offer a fantastic working environment with lots of opportunities for progression too.

Duties for the Unsecured Sales Advisor:

  • Handling customer and broker enquiries via telephone and written correspondence
  • Consistently delivering high standards of customer service ensuring that the customer's best interests are at the heart of all processes and decisions
  • Completing thorough fact finds and capacity check to identify the most appropriate product for the customer's circumstances
  • Liaising with other departments/brokers/3rd parties to share best practice and to ensure the best solution is provided to the customer
  • Completing 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
  • Recording comprehensive and accurate notes on customer accounts in line with Data Protection guidelines
  • Following company policy and mandates escalating to manager where appropriate
  • Effective use of diary management to maximise client contacts
  • Ensuring all activities take place in accordance with our company value and customer charter, Data Protection principles, TCF principles and Compliance

Skills for the Unsecured Sales Advisor:

  • We would like to hear from you if you have the following experience as a: Secured or Unsecured Loans Advisor, Loans Adviser or any other financial sales experience
  • 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

The Package:

  • £20,000 with an OTE of £30,000
  • 23 days holiday increasing with service
  • Life Insurance
  • Regular Incentives
  • Progression opportunities
  • And much more