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For Companies At a Glance
- Tasks: Guide clients through the mortgage process and ensure successful applications.
- Company: Safeguard Financial Services, a friendly and accessible mortgage advisory in Gateshead.
- Benefits: Full-time role with opportunities for growth and development in the financial sector.
- Why this job: Make a real difference by helping clients secure their dream homes.
- Qualifications: Knowledge of mortgages, strong communication skills, and a CeMAP qualification preferred.
- Other info: Join a supportive team dedicated to excellent customer service.
The predicted salary is between 36000 - 60000 £ per year.
Company Overview
Safeguard Financial Services Ltd, located in Gateshead, Tyne & Wear, specializes in new build mortgages, remortgages, buy‑to‑let mortgages, and mortgage protections. Dedicated to providing tailored financial advice, the company offers guidance on a wide range of mortgage products to find the best fit for clients. Known for a friendly and accessible approach, the team is available seven days a week and provides an initial financial review for free. Safeguard Financial Services is committed to delivering excellent customer service and helping clients every step of the way.
Role Description
This is a full‑time on‑site role in Gateshead for a New Build Mortgage Advisor. The New Build Mortgage Advisor will guide clients through the entire mortgage process, from identifying suitable mortgage options to ensuring applications are completed successfully. This role involves advising clients on financial products, providing insights into mortgage lender requirements, and maintaining excellent client relationships. The advisor will also collaborate closely with lenders, builders, and real estate agents to facilitate smooth transactions.
Responsibilities
- Guide clients through the entire mortgage process, from identifying suitable mortgage options to ensuring applications are completed successfully.
- Advise clients on financial products and mortgage lender requirements.
- Maintain excellent client relationships and provide exceptional customer service.
- Collaborate closely with lenders, builders, and real estate agents to facilitate smooth transactions.
Qualifications
- Comprehensive knowledge of the mortgage industry, including expertise in mortgages and mortgage marketing.
- Strong financial acumen and experience in financial planning.
- CeMAP qualification or an equivalent industry‑recognized certification.
- Excellent communication, interpersonal, and customer service skills.
- Ability to work independently, manage multiple tasks, and meet deadlines.
- Previous experience in the financial or real estate sector is advantageous.
New Build Mortgage Advisor in Gateshead employer: Safeguard Financial Services
Contact Detail:
Safeguard Financial Services Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land New Build Mortgage Advisor in Gateshead
✨Tip Number 1
Network like a pro! Reach out to your connections in the mortgage and real estate sectors. Attend local events or join online groups where you can meet potential clients and industry professionals. Remember, it’s all about who you know!
✨Tip Number 2
Practice your pitch! You’ll want to be able to explain your expertise in new build mortgages clearly and confidently. Role-play with a friend or in front of a mirror until you feel ready to impress clients and colleagues alike.
✨Tip Number 3
Stay updated on market trends! Knowledge is power, especially in the mortgage industry. Follow relevant news, subscribe to industry newsletters, and engage with online forums to keep your insights sharp and relevant.
✨Tip Number 4
Apply through our website! We’re always on the lookout for passionate individuals like you. By applying directly, you’ll show us your enthusiasm and commitment to joining our team at Safeguard Financial Services.
We think you need these skills to ace New Build Mortgage Advisor in Gateshead
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in the mortgage industry and any relevant qualifications like CeMAP. We want to see how your skills align with what we do at Safeguard Financial Services.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Tell us why you're passionate about helping clients navigate the mortgage process and how you can contribute to our friendly team. Keep it personal and engaging!
Showcase Your Customer Service Skills: Since we pride ourselves on excellent customer service, make sure to include examples of how you've gone above and beyond for clients in previous roles. We love to see that dedication!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates from our team!
How to prepare for a job interview at Safeguard Financial Services
✨Know Your Mortgages
Make sure you brush up on your knowledge of different mortgage products, especially those related to new builds. Understand the nuances of remortgages and buy-to-let options too. This will show that you're not just familiar with the basics but are ready to provide tailored advice.
✨Showcase Your Customer Service Skills
Since the role emphasises excellent customer service, prepare examples from your past experiences where you've gone above and beyond for clients. Think about how you can demonstrate your friendly and accessible approach, as this aligns perfectly with the company's ethos.
✨Prepare for Scenario Questions
Expect questions that put you in real-life situations, like how you'd handle a difficult client or a complex mortgage application. Practising these scenarios can help you articulate your thought process and problem-solving skills effectively during the interview.
✨Research the Company Culture
Familiarise yourself with Safeguard Financial Services' values and mission. Understanding their commitment to client relationships and exceptional service will allow you to tailor your responses and show that you're a great fit for their team.
