Mortgage and Protection Advisor

SPD Financial Ltd; Newcastle upon Tyne; On-site; GBP 30,000 - 45,000; Full time

Job summary

A financial services company located in Newcastle upon Tyne is seeking a full-time Mortgage and Protection Advisor. The role involves providing expert advice on mortgages, financial planning, and tailored protection packages. Candidates should possess a strong understanding of mortgages and financial products, as well as a CeMap qualification. Strong communication skills and client relationship management are essential for success in this position.

Qualifications

• Strong understanding of Mortgages and related financial products.
• Exceptional communication and interpersonal skills.
• Experience in client-focused roles within the finance industry is a plus.

Responsibilities

• Provide expert advice on mortgages and financial planning.
• Assess clients' financial circumstances and recommend solutions.
• Ensure compliance with regulatory requirements.

Skills

Understanding of Mortgages and Mortgage Marketing

Expertise in Finance and Financial Planning

Communication and interpersonal skills

Problem-solving skills

Education

CeMap qualification or equivalent

Job description

Company Description

SPD Financial LTD is dedicated to creating financial resilience by offering tailored protection packages to meet the unique needs of individuals, families, and businesses. By providing bespoke solutions, SPD Financial LTD ensures financial stability and peace of mind for its clients. The company is committed to supporting its clients' financial well-being and helping them achieve their goals through effective planning and personalized strategies.

Role Description

This is a full-time on-site role located in Newcastle Upon Tyne for a Mortgage and Protection Advisor. The advisor will be responsible for providing expert advice on mortgages, financial planning, and protection packages tailored to clients' needs. Day-to-day tasks include assessing clients’ financial circumstances, recommending suitable mortgage and protection solutions, and ensuring compliance with regulatory requirements. Exceptional service and maintaining client relationships will be key priorities in this role.

Qualifications

• Strong understanding of Mortgages, Mortgage Marketing, and related financial products
• Demonstrated expertise in Finance and Financial Planning
• CeMap qualification (or equivalent) is essential
• Exceptional communication and interpersonal skills
• Ability to work collaboratively within a team and independently
• Proactive problem-solving skills and attention to detail
• Experience in client-focused roles within the finance industry is a plus