Mortgage Advisor

Mortgage Advisor

Full-Time 30000 - 35000 £ / year (est.) Home office (partial)
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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, focused on growth and development.
  • Benefits: Enjoy hybrid working, 33 days annual leave, and a company pension scheme.
  • Why this job: Gain industry-recognised qualifications and a clear path to becoming a Financial Advisor.
  • Qualifications: Must have CeMAP qualification and experience in financial services; strong maths and communication skills required.
  • Other info: Participate in team events and access comprehensive training resources.

The predicted salary is between 30000 - 35000 £ per year.

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 £70,000) 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) exam41bf1e1f-b16b-4260-a40a-17c77a06fd15

Mortgage Advisor employer: BMC Recruitment Group

Join an award-winning financial services group in Newburn, Newcastle Upon Tyne, where your professional growth is a priority. With comprehensive training resources, sponsorship for industry qualifications, and a clear pathway to advance your career as a Financial Advisor, you'll thrive in a supportive work culture that values teamwork and client relationships. Enjoy competitive salary packages, generous annual leave, and the flexibility of hybrid working, making this an excellent opportunity for those seeking meaningful and rewarding employment.
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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 their experiences.

✨Tip Number 2

Stay updated on the latest mortgage products and market trends. Subscribe to financial news outlets or follow industry leaders on social media to gain insights that can help you during interviews and discussions with clients.

✨Tip Number 3

Prepare for role-specific scenarios that may come up during interviews. Think about how you would handle various client situations, such as advising on different mortgage options or addressing client concerns, to demonstrate your problem-solving skills.

✨Tip Number 4

Research the company thoroughly before your interview. Understand their values, mission, and the specific services they offer. This will not only help you tailor your responses but also show your genuine interest in joining their team.

We think you need these skills to ace Mortgage Advisor

CeMAP Qualification
Financial Analysis
Mortgage Market Knowledge
Regulatory Compliance
Client Relationship Management
Communication Skills
Interpersonal Skills
Problem-Solving Skills
Attention to Detail
Research Skills
Teamwork
Independent Working
Mathematical Skills
Proactive Client Service

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 exams like CF6 or R05.

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 your proactive approach to problem-solving and how you can contribute to the company's success.

Showcase Relevant Skills: In your application, clearly demonstrate your mathematical skills and ability to analyse financial data. Provide examples of how you've successfully assisted clients in the past.

Research the Company: Familiarise yourself with BMC Recruitment Group and their client’s values and services. Understanding their commitment to professional growth will help you align your application with their goals.

How to prepare for a job interview at BMC Recruitment Group

✨Know Your Mortgage Products

Familiarise yourself with 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 a full CeMAP qualification is essential, be ready to showcase your understanding of mortgage regulations and compliance during the interview. This will highlight your expertise in the field.

✨Showcase Your Communication Skills

As a Mortgage Advisor, building rapport with clients is crucial. Practice articulating your thoughts clearly and confidently, and be prepared to demonstrate how you would handle client queries.

✨Prepare for Scenario-Based Questions

Expect questions that assess your problem-solving abilities. Prepare examples from your past experience where you successfully navigated challenges in the mortgage process or provided exceptional client service.

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