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.
About the Role
* Salary based on experience - £30,000 to £35,000
* Bonus Scheme
* 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
If you haven’t got access to your cv right now, send yourself a link to this page and upload it later
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