Mortgage Advisor

Job description

An excellent opportunity for an experienced Mortgage Advisor to join a growing insurance broker in Dundrum. The salary is €45,000 to €50,000 DOE with an opportunity to make up to €20,000 in bonus and commission. This is a hybrid role with parking on site and great benefits including a company pension.

What the Mortgage Advisor will do.

• The Mortgage Advisor will handle inbound and outbound mortgage enquiries, new and existing clients.
• Provide strategic advice on a range of mortgage finance and insurance products.
• Conduct credit assessments and develop financial plans for mortgage applications. Manage mortgage applications end-to-end, from initial client engagement through to completion.
• Deliver excellent customer service and manage client queries effectively.
• Achieve and exceed individual and team targets on a daily, weekly, and monthly basis.
• Promote the wider services of the business to existing and new clients.
• Maintain accurate customer records within the CRM system.
• Build and maintain a professional network, developing strong relationships with key business introducers.
• The Mortgage Advisor will stay updated on market trends, industry developments, and competitor offerings.
• Maintain up-to-date knowledge of residential lender policies and credit standards in the market.
• Attend industry conferences, seminars, and training sessions as required.
• Ensure timely and accurate documentation/client records in accordance with industry regulations and internal procedures.
• Client invoicing and payment. Management of aged debtors.
• Adherence to the Central Bank conduct standards and Consumer Protection Code guidelines – act with honesty and integrity, with due skill, care and diligence, and in the best interest of existing and prospective clients.

Experience and Qualification for the Mortgage Advisor.

• Minimum of 3 years of experience in in financial services, with a proven track record in mortgage advisory or banking.
• QFA professional qualification. CPD must be up to date.
• Third level degree in finance, business administration, economics, or a related field preferable, but not essential.
• Familiarity with CRM systems Credit Logic / Money Advice desirable, but not essential.