Mortgage Advisor Support

If you're ready to kick start your career in Financial Services, our Mortgage Advisor Support role could be ideal for you. With
excellent opportunities to progress to Mortgage Advice, training provided and support to gain the Certificate in Mortgage Advice
and Practice (CeMAP qualification), we believe it's a great place to begin your journey.

As a Mortgage Advisor Support in our friendly, specialist, Contact Centre you'll be responsible for really getting to know
prospective customers. You'll use your natural curiosity to gain a thorough understanding of their financial situation. Your
listening skills and empathy will help you understand their needs and aspirations.

Making and receiving calls through our dialler system, you'll set our customers on the path to identifying the financial product
that's suitable for them.

Responsibilities include:

• Delivery of qualified leads to our lending team.


• Pre-qualifying warm leads. Taking the customer thorough a fact find to ensure their circumstances meet our lending criteria and

our product meets their needs.

• Once eligibility is established, arranging appointments with one of our accredited Mortgage Advisors, using effective diary

management to maximise prospect contacts.

• Providing excellent customer service via telephone and email.


• Working closely with the wider lending Team to Support our team of Mortgage Advisors in obtaining customer documentation and

completion of other tasks required to ensure the completion of successful loan applications.

• Ensuring ownership of personal performance in line with business objectives, tracking and managing KPI's.


• Ensuring all activities take place in accordance with our company value and customer charter, Data Protection principles,

Treating Customer Fairly principles and Compliance.


• A minimum of 12 months experience in phone based sales role, for example Lead Generation, ideally within Financial Services.


• Strong Communication and Customer Service Skills


• The desire to progress to the qualified Mortgage Advisor role.Opportunities for progression, including support to gain

profession CeMAP qualification will be provided.

• A self-assured and approachable manner


• Driven, and self-motivated with the will to succeed.


• Excellent PC skills including Microsoft Office applications


• Strong team player with a positive attitude, Disability Confident

About Disability Confident
A Disability Confident employer will generally offer an interview to any applicant that declares they have a disability and meets the minimum criteria for the job as defined by the employer. It is important to note that in certain recruitment situations such as high-volume, seasonal and high-peak times, the employer may wish to limit the overall numbers of interviews offered to both disabled people and non-disabled people. For more details please go to Disability Confident.


• Up to 25 days' annual leave + Bank Holidays


• Your birthday off, every year!


• A healthcare cash plan


• A contributory pensions scheme, matched up to 5%


• Long Service Awards


• Cycle to work scheme


• Life Assurance


• Modern offices at Piccadilly Gardens in Manchester


Evolution Money is both a dynamic organisation and an established specialist lender. We're continuing a phenomenal period of
growth; demonstrated by our rankings in The Sunday Times Fast Track 100 for the last 2 years and multiple awards.