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For Companies At a Glance
- Tasks: Help clients find the best mortgage options and guide them through applications.
- Company: Join an award-winning financial services group in Newcastle Upon Tyne.
- Benefits: Enjoy hybrid working, 33 days annual leave, and a company pension scheme.
- Why this job: Be part of a supportive team with opportunities for career growth in wealth management.
- Qualifications: Must have CeMAP qualification and experience in financial services.
- Other info: Free on-site parking and regular company events to foster team spirit.
The predicted salary is between 24000 - 28000 £ per year.
BMC Recruitment Group provided pay range
This range is provided by BMC Recruitment Group. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.
Base pay range
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
- 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.
Seniority Level
Associate
Employment Type
Full‑time
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Contact Detail:
BMC Recruitment Group Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Mortgage Advisor
✨Tip Number 1
Network with professionals in the financial services sector, especially those who are already working as mortgage advisors. Attend industry events or join relevant online forums to connect with potential colleagues and learn about the latest trends in the mortgage market.
✨Tip Number 2
Stay updated on the latest mortgage products and regulatory changes by subscribing to industry newsletters or following key influencers on social media. This knowledge will not only help you in interviews but also demonstrate your commitment to the role.
✨Tip Number 3
Prepare for potential interview questions by practising your responses to common scenarios a mortgage advisor might face. Think about how you would handle client queries or complex financial situations, showcasing your problem-solving skills.
✨Tip Number 4
Research the company thoroughly before your interview. Understand their values, culture, and the specific mortgage products they offer. Tailoring your conversation to align with their mission can set you apart from other candidates.
We think you need these skills to ace Mortgage Advisor
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in financial services, particularly in mortgage advisory roles. Emphasise your CeMAP qualification and any relevant skills that align with the job description.
Craft a Compelling Cover Letter: Write a cover letter that showcases your understanding of the mortgage market and your ability to build relationships with clients. Mention specific examples of how you've successfully assisted clients in the past.
Highlight Relevant Skills: In your application, focus on your mathematical skills and your ability to analyse financial data. Provide examples of how these skills have helped you in previous roles, especially in client interactions.
Show Enthusiasm for Continuous Learning: Express your interest in the Financial Services Academy and your commitment to professional development. Mention any additional qualifications or courses you are considering, such as the Mortgage Advice (CF6) or Financial Protection (R05) exams.
How to prepare for a job interview at BMC Recruitment Group
✨Know Your Mortgage Products
Make sure you have a solid understanding of various mortgage products and their features. Be prepared to discuss how different options can benefit clients based on their financial situations.
✨Demonstrate Your CeMAP Knowledge
Since having your full CeMAP qualification is essential, be ready to showcase your knowledge from this certification. Discuss relevant regulations and how they impact the mortgage advisory process.
✨Showcase Your Communication Skills
As a Mortgage Advisor, building rapport with clients is key. Practice articulating your thoughts clearly and confidently, and be prepared to demonstrate your interpersonal skills during the interview.
✨Prepare for Scenario Questions
Expect scenario-based questions that assess your problem-solving abilities. Think of examples where you've successfully navigated client concerns or complex financial situations in the past.
