Mortgage Administrator

Biograph Wealth Advisors; Dublin; On-site; EUR 30,000 - 46,000; Full time

Benefits offered by this job

Competitive salary

Performance bonus

Development support

Career progression

Training opportunities

22 days annual leave

Flexible working

Job summary

Biograph Wealth Advisors in Dublin is seeking a Mortgage Administrator to join our growing team. You will process mortgage applications, liaise with clients, lenders and solicitors, and maintain client information across CRM systems.

The role offers a clear path to Mortgage Advisor, with genuine career progression, on-site hours 9am-5pm, and a competitive package including training, leave and a bonus. Candidates should have 3+ years in a similar role, QFA qualification or part-qualified, and

Qualifications

• 3+ years of experience in a similar role.
• QFA qualified or part-qualified (preferable).
• Excellent writing and communication skills.
• Curious and eager to learn.
• Strong attention to detail.
• Ability to work unsupervised and as part of a team.

Responsibilities

• Process mortgage applications efficiently and ensure documentation meets Central Bank of Ireland regulations and lender criteria.
• Liaise with clients, lenders and solicitors to support a seamless mortgage journey.
• Input and maintain up-to-date client information across CRM systems and mortgage platforms.
• Proactively track application progress and provide regular updates to clients and the advisor.
• Manage ongoing client relationships and assist the company in meeting regulatory requirements.
• Perform other duties as assigned.

Skills

Communication

Attention to detail

Client relationships

Independent worker

Education

QFA or part-qualified

Tools

MS Word

Excel

Outlook

Job description

Biograph Wealth Advisors is a leading wealth management company based in Dublin. Our clients are typically high net worth individuals such as business owners, entrepreneurs, medical professionals and some of Ireland's leading sports professionals. Intentionally small, we operate at the forefront of investment theory whilst delivering a best-in class wealth management experience to our clients.

We are currently recruiting for a full-time Mortgage Administrator to join our expanding team. We are looking for ambitious individuals who are curious, collaborative and want to assist the firm in achieving great outcomes for our clients. Our aim is to empower you, to shape your own career and drive future business success in Biograph. This role offers genuine career progression, with a clear path to becoming a Mortgage Advisor as you build your experience and expertise.

Activities:

As a Mortgage Administrator, the role will be varied. You will be working closely with our advisor group and senior leadership team. Your responsibilities will include:

• Process mortgage applications efficiently, ensuring all required documentation is collected and fully compliant with Central Bank of Ireland regulations and individual lender criteria.
• Liaise effectively with clients, lenders & solicitors to support a seamless mortgage journey.
• Accurately input and maintain up-to-date client information across CRM systems and mortgage processing platforms.
• Proactively track and monitor application progress, providing regular updates to clients and the advisor throughout each stage of the process.
• Ongoing client relationship management.
• Assisting the company meet its regulatory requirements.
• Other duties as assigned
• 3+ years of experience in a similar role
• QFA qualified or part-qualified (preferable)
• Excellent writing and communication skills
• Curious and interested in learning
• Strong attention to detail
• Can work unsupervised in your role and be a team player
• You should have confidence to challenge norms and present ideas for change
• Proficient in MS Word, Excel, and Outlook
• Demonstrable experience of effectively managing direct client communications
• Ability to build trusted relationships with clients and provide excellent service

Package:

We offer a very competitive package for the right candidate. The hours are 9am to 5pm (Mon - Fri) onsite.

• Competitive salary commensurate with your experience
• Performance related bonus
• Support for further professional development
• Clear career progression path to Mortgage Advisor for the right candidate
• Internal and external training
• 22 days annual leave
• Flexible working arrangements