Senior Mortgage Advisor: Own Your Client Portfolio

Engage People Recruitment; Drogheda; On-site; EUR 55,000 - 75,000; Full time

Job summary

A leading independent financial services firm in Drogheda is expanding its mortgage team and seeks a Senior Mortgage Advisor to own the full mortgage journey from initial client meeting through to approval and drawdown.

You will work with a diverse client base including first-time buyers, movers, switchers, self-builders and investors, while developing relationships with estate agents, solicitors and accountants to grow the business.

Qualifications

• QFA qualified and CPD compliant.
• 3–5+ years' experience as a Mortgage Advisor.
• Proven track record of mortgage sales and BD targets.
• Strong knowledge of Irish mortgage market and CP Code.

Responsibilities

• Provide high-quality, impartial mortgage advice tailored to client circumstances.
• Manage end-to-end mortgage process from fact-find to drawdown.
• Complete KYC, AML, affordability and suitability assessments.
• Manage busy pipeline and ensure timely progress.
• Build relationships with introducers to generate new business.
• Develop personal network and achieve sales targets.
• Stay up-to-date with lender criteria and market changes.
• Mentor junior advisers and maintain CRM records.

Skills

Mortgage advisory

Relationship building

Regulatory knowledge

Education

QFA

Job description

A leading independent financial services firm in Drogheda is expanding its mortgage team and seeks a Senior Mortgage Advisor to own the full mortgage journey from initial client meeting through to approval and drawdown.

You will work with a diverse client base including first-time buyers, movers, switchers, self-builders and investors, while developing relationships with estate agents, solicitors and accountants to grow the business.