Job description: Job Title: Senior Mortgage AdvisorReporting to: Mortgage ManagerDepartment: KeysProsperous Financial are seeking a Senior Mortgage Advisor to join our team as we continue to grow our mortgage business. Our Keys offering caters to a range of clients from first time buyers to switchers, straight forward applications to complex scenarios and will engage with a portfolio of both new and existing clients.Key Responsibilities:
Provide expert mortgage advice to clients, ensuring they understand all available options available to them and assist them in selecting the most suitable mortgage products for their needs
Conduct thorough financial assessments to evaluate clients’ income and financial obligations, to determine the best mortgage options
Management of the mortgage processes and preparation internally and management of mortgage applications with relevant providers
Liaising with internal and external stakeholders, clients and lenders throughout the mortgage completion process to ensure a seamless process for all involved
Ensuring client applications are complete and in compliance with regulations, policies and procedures
Identify potential mortgage opportunities through a variety of avenues including client referrals and external awareness of the keys offering
Maintain and manage the relevant CRM system and manage the new business pipeline
Work closely with Head Of Financial Planning and Mortgage Manager to review and refine mortgage practices
Skills and Experience:
3+ years of experience in the mortgage business, supporting applications throughout the entire process
QFA or Professional Banker requirement
Full understanding of the regulatory environment for mortgages
Proven experience supporting customers in both a pro-active and reactive environment to ensure mortgage applications are successful
Strong record in the delivery of application to conversions
Excellent written and verbal communication skills as well as the ability to deliver information with clarity
Ability to build strong working relationships with the both internal and external stakeholders
Attention to detail and an analytical mindset
Why work with us:
Excellent remuneration package and competitive bonus structure
Hybrid, flexible working model (4 days from home / 1 day in office)
25 days annual leave
Employer pension contributions up to 10%
Income Protection / Death In Service
Recognised as a Great Place to Work 2024/2025 and a Best Workplace 2025
Expected salary:
Location: Dublin
Job date: Fri, 04 Apr 2025 22:12:15 GMT
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