Mortgage Advisor

Simon Brien Bradley; Munster; On-site; EUR 45,000 - 65,000; Full time

Job summary

Sherry FitzGerald Financial Services is expanding its mortgage and financial advisory team in Munster, seeking Mortgage Advisors to provide guidance across mortgages, life, pensions and investments, building trusted client relationships with lenders.

The role requires 5+ years in financial advice, QFA or equivalent, and a proven sales track record. You will meet KPIs, work with the broker network, and use our technology platform to grow SFFS presence.

Qualifications

• 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.

Responsibilities

• Support the financial needs of SFFS clients through advice across mortgages, life, insurances, pensions, investments and savings.
• Recommend and provide tailored solutions to match client requirements ensuring adherence to regulatory and compliance standards.
• Optimise internal and external business opportunities to deliver income impact to the SFFS P&L.
• Identify and act on referrals across Sherry FitzGerald Group.
• 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.
• 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.

Skills

Mortgage advice

Sales targets

Client relationship

MS Office

Education

QFA or similar

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.

As part of its ongoing growth strategy SFFS are looking to recruit a number of Mortgage Advisors. The successful candidate(s) will become part of an expanding team that provides financial advice across mortgages, life and pensions.. Leveraging new technologies, a strong corporate brand and relationships with Ireland’s leading lenders and life & pensions providers, the financial advisor team have a firm focus on supporting the Group’s growth strategy and targets.

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.