Mortgage Advisor

BMC Appointments Ltd; Newcastle upon Tyne; Hybrid; GBP 30,000 - 35,000; Full time

Job summary

Join a forward-thinking company as a Mortgage and Protection Consultant, where you will play a vital role in advising clients on mortgage options and ensuring compliance with financial regulations. This position offers a blend of hybrid working, comprehensive training, and opportunities for professional development within the wealth management sector. With a supportive team environment and attractive benefits like generous annual leave and pension contributions, this role is perfect for someone passionate about helping clients navigate their financial journeys.

Benefits

Free on-site parking

33 days annual leave

Company pension contribution

Financial Services Academy

Company/team events

Qualifications

• Proven experience in financial services, preferably in mortgage advisory.
• Strong mathematical skills to analyze financial data effectively.

Responsibilities

• Assess clients' financial situations and advise on mortgage products.
• Maintain up-to-date knowledge of the mortgage market and regulations.
• Build and maintain strong relationships with clients and lenders.

Skills

Financial Services Experience

Communication Skills

Mathematical Skills

Problem-Solving

Education

CeMAP Qualification

Mortgage Advice (CF6)

Financial Protection (R05)

Job description

BMC Recruitment Group are currently recruiting for a Mortgage and Protection Consultant to join our client who are an award-winning group of financial services and technology companies based in Newburn, Newcastle Upon Tyne.

About the Role

• Salary based on experience - £30,000 to £35,000
• Bonus Scheme
• Working Hours - Monday to Friday 8:30am - 5:30pm (1hr Lunch)
• Hybrid Working – There will be some hybrid working to this role once training is completed
• Free on-site parking
• 33 days annual leave, including bank holidays (increases with length of service)
• Company pension contribution (increases with length of service)
• Financial Services Academy – Allowing employees to develop their career within the wealth management sector
• Company/team events throughout the year

Duties/Responsibilities

• Assess clients' financial situations and advise on suitable mortgage products.
• Assist clients in completing mortgage applications accurately and efficiently.
• Maintain up-to-date knowledge of the mortgage market and regulatory requirements.
• Build and maintain strong relationships with clients, lenders, and other stakeholders.
• Provide ongoing support throughout the mortgage process, addressing any queries or concerns.
• Conduct thorough research to identify the best mortgage options available for clients.
• Ensure compliance with all relevant laws and regulations within the financial services sector.
• Write and provide protection advice

About you

• Proven experience in financial services, preferably within a mortgage advisory role.
• Must have your full CeMAP qualification
• Strong mathematical skills with the ability to analyse financial data effectively.
• Excellent communication and interpersonal skills to build rapport with clients.
• Ability to work independently as well as part of a team in a fast-paced environment.
• A proactive approach to problem-solving and client service is essential.
• Desirable - Mortgage Advice (CF6) exam and Financial Protection (R05) exam

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