Kind Consultancy is working with a leading loans company which is seeking a Loans Advisor to join their South Yorkshire office in a full-time, permanent role paying up to £31,000 with an annual OTE of £38,000.

Key responsibilities of the Loans Advisor position will include:

• Delivering high quality professional advice
• Conducting full and thorough fact finds over the telephone to identify client needs.
• Utilising information provided to recommend bespoke solutions and offer expert advice to meet customer needs based on their specific circumstances in a compliant manner.
• Acting as the case manager, packaging the application through to completion, including reviewing supporting documents and verifying accuracy.
• Analysing applicant’s credit history and financial information to assess eligibility, identifying loan risk, and requesting additional information as necessary.
• Assessing every customer on their individual circumstances and the evidence presented, to ensure good Consumer Outcomes.
• Documenting a thorough suitability summary which explains the advice provided, factoring in the customer’s needs, objectives, and circumstances.
• Maintaining compliance with regulatory standards, company policies, procedures, and guidelines.
• Building customer relationship by understanding their needs and requirements.
• Providing exceptional customer service ensuring a positive experience throughout the loan process.
• Keeping up to date with market knowledge, staying informed about the latest loan products, industry trends, and regulatory requirements.

For the Loans Advisor role, we're looking for candidates who:

• Are passionate about developing a “can do” culture to optimise output, performance, and customer outcomes.
• Demonstrates outstanding communication skills and strong organisation skills, with excellent time management and the ability to prioritise task in a fast-paced environment.
• Have the confidence to effectively question and challenge lender requirements.
• Holding CeMAP would be desirable but is not essential

If you have relevant experience, are based in South Yorkshire and are interested in the Loans Advisor position, please apply with an updated CV today.