Mortgage Advisor at Park Financial Planning

Park Financial Planning; Dublin; On-site; EUR 50,000 - 61,000; Full time

Job summary

Park Financial Planning in Kimmage, Dublin, is seeking a Senior Mortgage Advisor on a full-time, on-site basis. You will guide clients through the mortgage journey from enquiry to completion, ensuring compliant, personalised solutions.

Ideal candidates have 2+ years in client-facing mortgage roles and a QFA qualification, with strong Irish mortgage market knowledge and excellent communication. Attractive salary from €55,000 plus bonuses and benefits.

Qualifications

• Experience in client-facing mortgage advisory or banking roles.
• Strong knowledge of the Irish residential mortgage market.
• Proven ability to manage mortgage applications end-to-end.

Responsibilities

• Conduct financial assessments to tailor mortgage recommendations.
• Manage full mortgage applications from enquiry to completion.
• Liaise with lenders, solicitors and estate agents.
• Maintain compliant, high-quality customer service.

Skills

Client-facing mortgage advisory

Target-driven mindset

Excellent communication

Education

QFA qualification

Tools

CRM system

Online Application

Money Advice platform

Job description

Park Financial Planning in Kimmage, D, IE. This Full time on site position offers great opportunities for career growth. We are committed to helping individuals and families make confident, informed decisions about their mortgages and financial futures. We take a client-first approach, combining expert mortgage advice with a clear, personal and professional service. Our aim is to make the mortgage process as straightforward as possible while delivering the right solutions for each client's individual circumstances.

About the Role

As a Senior Mortgage Advisor, you will play a key role in providing high-quality mortgage advice to clients throughout their mortgage journey. You will work with a broad range of clients, including first-time buyers, home movers, mortgage switchers and clients with more complex financial circumstances. The successful candidate will have strong knowledge of the Irish mortgage market, excellent communication skills and a proven track record of delivering results in a target-driven environment. You will be responsible for managing clients from initial enquiry and financial assessment through to mortgage approval and completion, while maintaining the highest standards of customer service, compliance and professionalism.

Key Responsibilities

• Conduct comprehensive financial assessments to understand clients' circumstances, objectives and mortgage requirements.
• Provide clear, professional and compliant mortgage advice tailored to each client's individual needs.
• Assess clients' income, expenditure, financial commitments and overall circumstances to identify suitable mortgage solutions.
• Advise clients on mortgage products, interest rates, terms and available options in a clear and understandable manner.
• Manage the full mortgage application process from initial consultation through to approval and completion.
• Prepare and submit high-quality mortgage applications to suitable lenders.
• Liaise with lenders, solicitors, estate agents and other relevant stakeholders throughout the mortgage process.
• Proactively manage a pipeline of mortgage applications and ensure cases progress efficiently.
• Maintain accurate and up-to-date records on the company's CRM system.
• Ensure all client files and applications meet regulatory, compliance and internal requirements.
• Develop strong, long-term relationships with clients and provide an exceptional level of service.
• Identify opportunities for new business through client referrals, existing relationships and self-generated business.
• Work towards agreed individual and company targets while maintaining a strong focus on client outcomes.
• Keep up to date with changes to mortgage regulations, lender criteria, products, rates and developments within the Irish mortgage market.
• Work collaboratively with the wider team to deliver the best possible client experience.

Requirements

• Minimum 2*/3 years experience in a client-facing mortgage advisory, mortgage broking or banking role*.
• QFA qualification is required.
• Strong knowledge of the Irish residential mortgage market.
• Excellent understanding of lender mortgage criteria, products and processes.
• Strong understanding of the Irish regulatory and compliance environment.
• Proven track record of successfully converting mortgage applications through to completion.
• Experience working in a target-driven environment.
• Excellent communication and interpersonal skills.
• Strong ability to build trust and rapport with clients.
• Excellent organisational and time-management skills.
• Strong attention to detail and analytical ability.
• Ability to work independently while also contributing positively to a team environment.
• High level of integrity, professionalism and commitment to delivering excellent client outcomes.
• Desirable: Experience using mortgage and financial services systems such as Online Application and Money Advice would be an advantage.
• Desirable: Experience working with CRM and digital mortgage application platforms.

What We Offer

Salary from +€55,000, depending on experience.

Performance-related incentives and bonus opportunities.

Company pension.

Death In Service Opportunities for professional development and career progression.

Supportive and collaborative working environment.

The opportunity to join a growing mortgage and financial services business.

A client-focused culture where quality advice and long-term relationships are at the centre of what we do.

Benefits

• Bike to work scheme
• Company pension
• Employee assistance program
• On-site parking
• Sick pay

Pay

Pay: From €55,000.00 per year

Experience

Experience: Mortgage servicing: 2 years (required) client facing service: 2 years (required)

Work Location

Work Location: In person

Why Join?

This is an excellent opportunity for an experienced Mortgage Advisor who is looking to take the next step in their career and join a growing, ambitious and client-focused financial services business. You will have the opportunity to work with a diverse range of clients, manage your own mortgage pipeline and play an important role in delivering exceptional mortgage advice and outcomes.