New Build Mortgage Advisor

Safeguard Financial Services Ltd; Gateshead; On-site; GBP 60,000 - 80,000; Full time

Job summary

A financial services company in Gateshead is seeking a New Build Mortgage Advisor. This full-time on-site role involves guiding clients through the mortgage process, advising on financial products, and collaborating with lenders and real estate agents to facilitate transactions. The ideal candidate will have comprehensive mortgage knowledge, CeMAP qualification, and excellent communication and customer service skills. Previous experience in the financial sector is advantageous, providing an opportunity to work independently and manage tasks effectively.

Qualifications

• Comprehensive knowledge of the mortgage industry, including expertise in mortgages and mortgage marketing.
• Strong financial acumen and experience in financial services.
• Excellent communication, interpersonal, and customer service skills.

Responsibilities

• Guide clients through the entire mortgage process and identify suitable mortgage options.
• Ensure mortgage applications are completed successfully and advise on financial products.
• Collaborate with lenders, builders, and real estate agents.

Skills

Comprehensive knowledge of mortgage industry

Strong financial acumen

Excellent communication skills

Customer service skills

Ability to manage multiple tasks

Education

CeMAP qualification or equivalent

Job description

Company Description

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.

Qualifications

• Comprehensive knowledge of the mortgage industry, including expertise in mortgages and mortgage marketing
• Strong financial garlic, and experience in financial;
• 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