Mortgage Advisor

Simon Brien Bradley; Limerick; On-site; EUR 50,000 - 70,000; Full time

Job summary

Sherry FitzGerald Financial Services in Limerick seeks an experienced Financial Advisor to support clients' financial needs across mortgages, life insurances, pensions, and investments. Ideal candidates will have over 5 years in the financial advice sector and QFA qualification.

The role includes meeting KPI targets for applications and customer satisfaction while providing tailored solutions compliant with regulations. A proven track record in mortgage advice is essential.

Qualifications

• 5+ years relevant experience in the Financial Advice industry.
• Experience in mortgage advice and sales with a track record of achieving annual targets.
• Knowledge of the Irish Property Market.

Responsibilities

• Support financial needs of clients through advice on mortgages, life, insurances, pensions, and investments.
• Provide tailored solutions ensuring adherence to regulatory standards.
• Achieve KPI targets including applications, conversion, customer service, and profitability.

Skills

Financial Advice

Mortgage Advice

Interpersonal Skills

Communication Skills

Attention to Detail

Education

Qualified Financial Advisor (QFA)

Tools

MS Office

Job description

Sherry FitzGerald Financial Services (SFFS) is a growing division of the Sherry FitzGerald Group incorporating our Mortgages and Life & Pensions businesses. With over 25 years’ experience in the property sector, we give our customers expert financial advice at every stage of the property process, from mortgages & insurance to pensions & investments.

Role & Responsibilities

• Support the financial needs of SFFS clients through the provision of advice across mortgages, life, insurances, pensions, investments and savings.
• Recommend and provide tailored solutions to match SFFS client requirements ensuring adherence to all regulatory and compliance standards.
• Optimise all internal and external business opportunities to deliver income impact to the SFFS P&L.
• Identify & act on referrals as they present themselves across Sherry FitzGerald Group (e.g. Residential, New Homes divisions etc).
• Achieve KPI targets including annual income, applications, conversion, customer service and profitability metrics.
• Proactively develop new business opportunities through relationships, networking and business development activities to enhance the SFFS brand and reputation in the community.
• Provide and maintain excellent customer service to clients at all stages of their journey with SFFS.
• Be an effective member of the SFFS team contributing to the delivery of the annual business plan, while supporting each other in the achievement of KPIs.
• Use initiative to identify business opportunities and make recommendations that should be pursued to grow revenue, market share and improve service levels for SFFS.
• Manage workload to exceed our customers’ expectations by producing work to the highest professional standard, representing the brand in the best way possible.
• Live the Company Values in all dealings with colleagues and take responsibility for own development by undertaking activities to broaden experience and market knowledge, while also sharing expertise and providing coaching to others.

Requirements

• 5+ years relevant experience in the Financial Advice industry
• Qualified to QFA or similar industry level
• Experience of mortgage advice & sales with track record of achieving annual targets
• Experience of mortgage packaging & underwriting processes
• Experience of the Life & Pensions market and products would be an advantage
• Knowledge of the Irish Property Market
• Excellent interpersonal & communication skills, good ability to multitask and meet deadlines
• Highly motivated with an ability to take ownership and strong attention to detail
• Experience of working in/with the broker industry would be advantageous
• Comfortable with new technologies and proficient in MS office packages
• Full clean driver's licence and access to your own vehicle

Sherry FitzGerald is an equal opportunity employer. All job applicants are considered solely on their ability to meet the requirements of the role, and selection criteria will reflect the needs of the position.