Mortgage and Protection Advisor

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 Mortgage and Protection Advisor to help clients navigate the mortgage and protection landscape. The ideal candidate must be fully CeMAP qualified and have a proactive mindset. In this role, you will guide clients through the mortgage process, collaborate with lenders, and ensure documentation accuracy while staying informed on market trends. This role offers a fantastic opportunity to build lasting relationships with clients.

Qualifications

• Fully CeMAP-qualified from any industry background.
• Willingness to obtain the R05 qualification within three months.
• Ambitious, personable, and client-focused with excellent communication skills.

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 and legislative updates.
• Develop and nurture lasting relationships with clients and lenders.
• Offer ongoing assistance to clients throughout the mortgage process.
• Carry out comprehensive market analysis for mortgage products.

Skills

Fully CeMAP-qualified (or equivalent)

Willingness to obtain the R05 qualification

Excellent communication skills

Proactive mindset and organizational skills

Education

CeMAP qualification

Job description

Job Description

We are working with our client, a growing specialist financial services firm, on a fantastic opportunity for a Mortgage and Protection Advisor to join the team 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.

Full CeMAP qualification is essential for this role.

Skills/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-focussed 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.