01 634 4990 [email protected]








Mortgage/ Financial Advisor

To convert appointments to Mortgage / Life business in order to achieve Department target.  To lend support to the Mortgage Manager, to encourage and train staff within the Department and Organisation
1.    Underlying Knowledge:

Between 3 – 4 years (inclusive) experience in the financial services industry
Ideally be a member of the Institute of Bankers. Qualified to QFA level
Good knowledge of the Mortgage & Insurance market
Proficient in Mortgage Search and Life Assurance Packages and working knowledge of Word

2.    Responsibility

  • Personal and Department target
  • Mortgage target
  • Life Assurance Target
  • Responsible for managing and developing branch referral business
  • Assistance to trainee, junior and support staff

3.    Professionalism

  • Maintains high standard of customer care
  • Maintains professional and ethical standards at all times
  • Adheres to Company Manual and Customer Care Charter

4.    Measurables

a)    Hard Targets

–    Mortgage Target
–    Life Policy Target

b)    Soft Factors

–    Administration
–    Customer Care
–    Communication (both internal and external)
–    Team Work


Email: [email protected]
Phone: 01-63 44 990