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Secured loan advisor

Bolton
Permanent
Essentia Solutions Group
Loan advisor
Posted: 9 February
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: * Tenacio...

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