Build Mortgage Advisor

Company Overview

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.

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.

• Guide clients through the entire mortgage process, from identifying suitable mortgage options to ensuring applications are completed successfully.
• Advise clients on financial products and mortgage lender requirements.
• Maintain excellent client relationships and provide exceptional customer service.
• Collaborate closely with lenders, builders, and real estate agents to facilitate smooth transactions.

• Comprehensive knowledge of the mortgage industry, including expertise in mortgages and mortgage marketing.
• Strong financial acumen and experience in financial planning.
• 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.

Not Applicable

Full‑time

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