Mortgage Adviser (CeMAP-qualified)

Core-Asset Consulting Ltd; Newcastle upon Tyne; On-site; GBP 30,000 - 45,000; Full time

Job summary

A growing specialist financial services firm in Newcastle upon Tyne is seeking a fully CeMAP-qualified Mortgage Adviser to guide clients through the mortgage and protection process. The ideal candidate will have excellent communication skills and a proactive mindset. Responsibilities include assessing clients' financial situations, supporting them with documentation, and staying updated on market trends. This role emphasizes building lasting relationships with clients and lenders, ensuring a smooth mortgage application process.

Qualifications

• Willingness to obtain the R05 qualification within three months of joining (client will cover the cost).
• Experience in a fast-moving advisory environment.

Responsibilities

• Collaborate closely with clients to assess their financial circumstances.
• Support clients through every stage of the mortgage application.
• Stay informed on current mortgage market trends.
• Develop and nurture lasting relationships with clients and lenders.
• Offer ongoing assistance to clients during the application process.
• Conduct comprehensive market analysis for mortgage products.

Skills

Fully CeMAP-qualified

Excellent communication skills

Proactive mindset

Client-focused

Job description

Job Description

We are working with our client, a growing specialist financial services firm, on a fantastic opportunity for a fully CeMAP-qualified Mortgage Adviser to join the team in Newcastle and play a pivotal role in helping clients navigate the mortgage and protection landscape.

In this role, you will be guiding clients through the full mortgage and protection process, while building lasting relationships with clients and lenders.

Skills and Experience

• Fully CeMAP-qualified (or equivalent) from any industry background.
• Willingness to obtain the R05 qualification within three months of joining (client will cover the cost).
• Ambitious, personable and client-focused with excellent communication skills.
• A proactive mindset with the ability to stay organised and professional in a fast-moving advisory environment.

Core Responsibilities

• Collaborate closely with clients to assess their financial circumstances and deliver tailored guidance on mortgage options.
• Support clients through every stage of the mortgage application, ensuring all documentation is accurate, processes run efficiently and all regulatory requirements are met.
• Stay informed on current mortgage market trends, legislative updates, and industry best practices.
• Develop and nurture lasting relationships with clients, lenders, and other key partners, serving as a trusted consultant throughout the mortgage process.
• Offer ongoing assistance to clients, promptly addressing any queries or issues as their applications progress to completion.
• Carry out comprehensive market analysis to source the most appropriate mortgage and protection products for each individual client.

Core-Asset Consulting is an equal opportunities recruiter and we welcome applications from everyone irrespective of age, disability, gender, gender identity or expression, race, colour, ethnic or national origin, sexual orientation, religion or belief, marital/civil partner status or pregnancy.

Job reference: 16293

To apply for this vacancy applicants must be eligible to work in the UK in accordance with the Immigration, Asylum and Nationality Act 2006.