My client, based in Waterford is seeking an experienced Senior Mortgage & Protection Advisor to join their growing team. This is a client-facing advisory role, supported by dedicated administrators and benefiting from a steady stream of leads generated through strong referral networks. Competitive salary and an excellent commission structure for the successful candidate.
Key Responsibilities:
- Assess clients' financial needs to recommend suitable mortgage and protection solutions.
- Manage the entire mortgage process from initial enquiry to completion, ensuring full compliance and outstanding service delivery.
- Complete and manage all application paperwork, coordinating with lenders and internal admin support to progress cases efficiently.
- Stay up to date with lender criteria, product offerings, and regulatory requirements.
- Deliver an exceptional client experience through professional, expert guidance at every stage of the mortgage and protection journey.
- Consistently meet or exceed sales and service targets while upholding the highest standards of compliance and ethics.
Key Requirements:
- QFA qualification (essential).
- Minimum of 3 years' experience in a brokerage or banking environment.
- In-depth knowledge of mortgage and protection products.
- Experience using online application platforms (e.g. "Online Applications") is an advantage.
- Proficient with Microsoft Office Suite.
- Excellent communication and client-facing skills.
- Highly organised, detail-oriented, and results-driven.
