Financial Security Specialist

3 weeks ago


Horwich, Bolton, United Kingdom Mortgage Advice Bureau Full time

**About the Role:** Financial Security Specialist

Company Overview

Mortgage Advice Bureau (MAB) has been a leading force in the mortgage brokerage market since 2022. With over 200 awards under its belt, MAB continues to thrive and grow, thanks to its dedicated team of experts.

We are currently seeking a highly skilled Financial Security Specialist to join our team in Horwich. As a key member of our team, you will be responsible for delivering exceptional customer service while providing expert guidance on financial security solutions.

Salary & Benefits

The successful candidate can expect a competitive starting salary of up to £40,000, plus uncapped bonus potential. Our flexible schedule allows for a healthy work-life balance, with 40 hours per week.

Enjoy a range of benefits, including rising holiday entitlement up to 30 days, private healthcare with Vitality Health, death in service cover, and other perks that make us a great place to work.

Job Description

As a Financial Security Specialist, your primary responsibility will be to source and recommend suitable financial products tailored to individual customer needs and wants. This will involve:

  • Main Responsibilities:
  • Sourcing and recommending financial products based on customer needs and wants.
  • Completing sales calls with customers to understand their requirements and provide expert recommendations.
  • Collaborating with Fluent's case management team to progress cases to offer.
  • Ensuring compliance with industry regulations and internal processes.

Key skills required for this role include:

  • Essential Skills:
  • Proven experience working towards sales targets.
  • Recent or current experience in an outbound call environment.
  • Ability to adapt quickly to training and changes within the industry.
  • Experience in objection handling and compliance.

Desirable skills include proficiency in Microsoft packages, experience in regulated finance companies, and certifications such as CeMap Level 1 or RO5.

Benefits

In addition to a competitive salary and comprehensive benefits package, we offer:

  • Rising holiday entitlement up to 30 days.
  • Private healthcare with Vitality Health.
  • Death in service cover.
  • Flexible WFH days per year.
  • Fee-free Fluent products for friends and family.
  • Regular social and charity events.
  • Cycle to work scheme.
  • Access to stimulating training and development opportunities.

Apply now and become part of a dynamic company that values teamwork, innovation, and job satisfaction.



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