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Secured loan advisor

Egerton (BL7 9)
Essentia Solutions Group
Loan advisor
£28,000 - £33,000 a year
Posted: 20 January
Offer description

Secured Loan Advisor (Second Charge) Bolton | Market-Leading Basic Bonus | Excellent Culture 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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