Wealth Management Specialist

1 day ago


North Shields, North Tyneside, United Kingdom BMC Recruitment Group Ltd Full time

BMC Recruitment Group Ltd is seeking a highly skilled Mortgage and Protection Consultant to join their client, an innovative group of financial services and technology companies based in the North East.

About the Opportunity:

  • Competitive estimated salary range: £29,000 - £33,000 per annum, based on experience

Job Description:

Job Requirements:

The successful candidate will possess a strong background in financial services, with a focus on mortgage advisory. They must hold their CeMAP qualification and demonstrate excellent mathematical skills, with the ability to analyse complex financial data.

Key Responsibilities:
  • Advise clients on suitable mortgage products, based on their financial situation
  • Support clients through the mortgage application process, ensuring accuracy and efficiency
  • Maintain up-to-date knowledge of the mortgage market and regulatory requirements
  • Provide ongoing support to clients throughout the mortgage process
  • Conduct research to identify the best mortgage options for clients
  • Ensure compliance with relevant laws and regulations
  • Develop protection advice for clients
What We Offer:
  • Free on-site parking
  • Generous annual leave entitlement, increasing with length of service
  • Company pension contribution, increasing with length of service
  • Opportunities for professional development within the Financial Services Academy
  • Regular company/team events
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