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Secured loan advisor

Bolton
Essentia Solutions Group
Loan advisor
£28,000 - £35,000 a year
Posted: 3h ago
Offer description

Secured Loan Advisor (Second Charge)

Bolton | Market-Leading Basic + Bonus | Excellent Culture

Up to £35000 basic + bonus + benefits (Ote £70,000 plus)

No weekends, shifts - office hours.

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 & 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

* Competitive basic salary (discussed at interview and based on experience)

* Market-leading culture with strong compliance support

* Ongoing training and development

* A business that genuinely puts customer outcomes first

If you’re an experienced Secured Loan Advisor looking for a role where quality advice, compliance, and earnings go hand-in-hand, we’d love to hear from you

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Home > Jobs > Banking jobs > Loan advisor jobs > Loan advisor jobs in Bolton > Secured Loan Advisor

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