About Believe Money Group
Believe Money Group is a fast-growing financial services organisation specialising in innovative solutions across the lending and broker markets. We are driving transformation across our group of companies by combining strong operational expertise with modern systems, data, and customer-first thinking.
Our purpose is simple: to bring clarity, speed, and confidence to financial decision-making. Through our lending and mortgage businesses, we support customers with financial expertise, efficient processes, strong lender relationships, and a culture of continuous improvement.
The Role
We are looking for an experienced Mortgage Advisor to join our Believe Loans team, specialising in second charge lending. You will be responsible for delivering professional, compliant advice while providing an outstanding customer journey from initial enquiry through to completion.
This is a target-driven, customer-focused role suited to advisors who are confident managing their own pipeline and committed to achieving the right outcomes for every client.
Primary Responsibilities
· Provide professional second charge mortgage advice in line with FCA regulations.
· Deliver the most suitable advice and solutions for each client’s circumstances.
· Ensure a first-class customer journey, maximising satisfaction and conversion.
· Conduct thorough fact-finds to understand clients’ financial situations and future goals.
· Clearly explain available second charge options and lender criteria.
· Manage your own diary, pipeline, and lender interactions effectively.
· Maintain accurate and compliant records within required timeframes.
· Stay up to date with industry changes, products, and lending criteria.
· Meet individual and team performance targets.
· Proactively identify and resolve customer issues.
· Embed Treating Customers Fairly (TCF) principles into all interactions.
· Represent and promote the Believe brand and company values.
· Attend internal or external meetings as required.
Essential Requirements
· CeMAP Level 3 (or equivalent) – required.
· Experience in mortgage advice, ideally within second charge or specialist lending.
· Strong understanding of FCA regulations and compliant sales processes.
· Proven ability to meet or exceed performance targets.
· Excellent communication and customer service skills.
· Strong attention to detail and organisational skills.
Desirable (Nice-to-Have) Skills
· Previous experience in second charge or specialist lending.
· Experience working in a fast-paced, target-driven environment.
· Strong knowledge of lender panels and criteria.
· Familiarity with CRM and mortgage sourcing systems.
What We Offer
· Cash Plan with Westfield Health
· Gym Membership
· Cycle to work scheme
· Access to Free Therapy sessions
· Pension
· Fresh fruit delivered weekly
· Parking
· End of Quarter Events and incentives
· Progression opportunities
Job Types: Full-time, Permanent
Pay: From £32,000.00 per year
Benefits:
- Company events
- Company pension
- Enhanced maternity leave
- Enhanced paternity leave
- Free parking
- Gym membership
- Health & wellbeing programme
- Sick pay
Education:
- GCSE or equivalent (preferred)
Experience:
- advising: 1 year (required)
Licence/Certification:
Work Location: In person
