Safeguard Financial Services
Mortgage Adviser
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Company Description
Safeguard Financial Services Ltd is a financial advisory firm based in Team Valley, Gateshead, Tyne & Wear, specializing in new build mortgages, re-mortgages, buy-to-let mortgages, and mortgage protection insurances. The firm provides advice across a comprehensive range of mortgage products, focusing on finding the most suitable and cost-effective options for each client.
Safeguard offers a free initial financial review, with fees typically paid as commission from lenders or as an agreed fee, usually 1% of the loan amount. The team is known for being approachable and accessible, with the Gateshead office open seven days a week and advisors available for home visits by appointment. Safeguard emphasizes clear communication, helping clients understand the risks and responsibilities associated with mortgage borrowing.
Role Description
The Mortgage Adviser role is a full-time, on-site position based in Gateshead. The individual in this role will provide tailored mortgage advice to clients, including new build, re-mortgage, buy-to-let, and protection products, ensuring recommendations align with clients’ financial goals and circumstances.
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Day-to-day responsibilities include:
- Conducting client consultations
- Performing affordability and eligibility assessments
- Preparing mortgage applications
- Liaising with lenders, solicitors, and other stakeholders throughout the process
The Mortgage Adviser will explain complex financial information in clear terms, maintain accurate client records, and adhere to regulatory and compliance requirements. The role also involves participating in business development activities, supporting mortgage marketing initiatives, and contributing to a friendly, client-focused service environment.
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Qualifications
- Strong mortgage advisory expertise, including experience with Mortgages and Financial Planning.
- Solid understanding of Finance principles relevant to lending, affordability, and risk assessment.
- Knowledge of Mortgage Marketing practices to support client acquisition and retention.
- CeMAP qualified (or equivalent recognized mortgage advice qualification).
- Excellent communication and interpersonal skills, with the ability to build trust with a diverse client base.
- High level of accuracy and attention to detail in documentation and regulatory compliance.
- Ability to work on-site in Rowlands Gill and manage a busy caseload effectively.
- Previous experience in a financial advisory or mortgage brokerage environment is highly beneficial.
- New Build experience required but not essential
This is for self-employed and employed positions.
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