Mortgage Advisor
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.
The company is committed to professional growth and will fully support your development through industry-recognised qualifications. This includes sponsoring your Equity Release exam and providing access to comprehensive training resources. For those aspiring to progress further, there is a clearly structured pathway to becoming a Financial Advisor, with full backing to achieve relevant certifications and expand your expertise within the wider wealth management sector.
About the Role
- Salary based on experience - £30,000 to £35,000
- Bonus Scheme (OTE - £50,000 to £80,000)
- Full-time permanent position
- 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