Trainee mortgage advisor Work, Jobs in Roker, Twr (with Salaries)

Trainee Mortgage Advisor
Safeguard Financial Services Ltd —Gateshead
- From £26,000 a year
- Full-time
- Hybrid work
- Sales
- Customer service
- Microsoft Office
- Free parking
Quick apply
7d
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Trainee Mortgage Advisor

Safeguard Financial Services Ltd -
Gateshead

Quick apply

Job details

Permanent | Full-time
From £26,000 a year
7 days ago

Benefits

Free parking
On-site parking

Qualifications

Sales
Customer service
Microsoft Office
Organisational skills
Financial services
Communication skills

Full job description

Company Description

Safeguard Financial Services Ltd is a professional financial advisory firm based in Team Valley, Gateshead, Tyne & Wear. Specializing in new build mortgages, remortgages, buy-to-let mortgages, and mortgage protections, the company is committed to offering tailored advice to help clients find the best financial solutions. Safeguard Financial Services provides a comprehensive range of mortgage options and a free initial financial review to clients. Their services are backed by a friendly team, and the office operates seven days a week, with home visits available by appointment. With a client-focused approach, they prioritize serving the individual needs of each customer.

Role Description

This full-time Trainee Mortgage Broker role is an on-site position based in Gateshead. The successful candidate will assist licensed advisors in researching and preparing mortgage options, analysing client financial data, and supporting clients in their house purchase.

Responsibilities will also include liaising with clients, developing financial knowledge, making sure sites are kept updated, and ensuring high-quality customer service. Candidates will receive comprehensive training to advance their understanding of mortgage products and the financial services industry.

Qualifications

Basic understanding of financial concepts and strong numerical aptitude
Excellent communication, interpersonal, and customer service skills
Attention to detail and ability to handle confidential information responsibly
Effective organizational skills and the ability to meet deadlines in a dynamic environment
Previous experience in finance, sales, or customer-facing roles is advantageous
Proficiency in using Microsoft Office applications and digital tools
A desire to learn, grow, and work collaboratively as part of a team
Financial knowledge is desirable but not essential

Pay: From £26,000.00 per year

Benefits:

Free parking
On-site parking

Work Location: In person

Quick apply

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