Mortgage & Life Advisor

Our client, a well-established and growing financial services firm, is seeking an experienced Mortgage & Life Advisor to join its expanding mortgage division. This is an excellent opportunity for an ambitious advisor to work with a broad range of clients, from first-time buyers and home movers to those with more complex borrowing requirements.
 
The successful candidate will manage clients throughout the mortgage journey, providing tailored advice, building long-term relationships and delivering an outstanding customer experience. The role offers the opportunity to work within a collaborative, high-performing team that values professionalism, client service and continuous improvement.
 
Key Responsibilities
– Provide expert mortgage advice, helping clients understand their options and recommending the most suitable lending solutions.
– Conduct detailed financial assessments to evaluate affordability and identify appropriate mortgage products.
– Manage the end to end mortgage process, from initial consultation through to application, lender engagement and completion.
– Work closely with clients, lenders and internal stakeholders to ensure a smooth and efficient customer journey.
– Ensure all applications are completed accurately and remain fully compliant with regulatory requirements and internal procedures.
– Develop new mortgage and protection business through referrals, networking and self generated opportunities.
– Maintain accurate CRM records while proactively managing the sales pipeline and referral activity.
– Support the ongoing development and improvement of mortgage processes and client service standards.
Skills & Experience
 
The successful candidate will demonstrate:
– A minimum of three years’ experience as a Mortgage Advisor or Mortgage Broker.
– QFA qualification as a minimum requirement.
– A proven track record of achieving and exceeding sales targets.
– Strong knowledge of the Irish mortgage market and regulatory framework.
– Experience supporting clients through the full mortgage process, from enquiry to completion.
– Excellent communication and relationship building skills.
– Strong organisational skills with exceptional attention to detail.
– An analytical approach with the ability to assess complex financial information and recommend appropriate solutions.
 
What’s on Offer
– Highly competitive salary and bonus structure.
– Hybrid working model with significant flexibility.
– 25 days annual leave.
– Employer pension contributions up to 10%.
– Income Protection and Death in Service cover.
– The opportunity to join a recognised employer with a strong reputation for employee engagement and workplace culture.