Job Description

Mortgage Advisor Support

Basic Salary 25,750

About Us

Evolution Money's is a Certified B Corp, committed to doing business the right way - for the benefit of its customers, employees and local community.


Founded with a vision to provide inclusive financial solutions to homeowners across the UK, especially those with less-than-perfect credit histories, Evolution Money has always prioritised the needs and circumstances of its customers.

Role Summary

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.

Essential Criteria

A minimum of 12 months experience in phone based sales role, for example Lead Generation, ideally within Financial Services. Ability to work onsite in our Manchester City Centre Offices at least 3 days per week.

Qualifications (Advantageous)

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

Here's what you'll get back:

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


Everyone is welcome at Evolution Money! We are proud in creating an inclusive and diverse culture in our Evo Team community. We want to ensure that you feel comfortable and can give your best throughout the recruitment process.


Evolution Money offers interview to anyone with disability who meets the minimum criteria for the role, as part of the Disability Confident Scheme.


We encourage applications from all backgrounds and communities, and we are more than happy to discuss any reasonable adjustments that you may require. Please get in touch with us at any stage of recruitment to discuss it: hr@evolutionmoney.co.uk


We are committed to encouraging equality, diversity and inclusion and aim to create a working environment where every employee is respected.


We will provide fairness, and respect to all our prospective employees, and all hiring decisions are based on merit.


We aim to ensure that no job applicant is placed at a disadvantage by practices or requirements which disproportionately disadvantage protected groups, and which are not justified by the demands of the role.

* Hybrid working patterns are available following successful completion of probation with a minimum onsite attendance of 3 days per week. Our Modern, City Centre Offices provide step free access to all area and we will be happy to discuss any further adaptations.