Mortgage & Protection Advisor – Newcastle (On‑Site)

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

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.