360 Search are recruiting for a well-established Mortgage and Financial Services Brokerage, one of the largest in Ireland and are looking for an experienced
Mortgage Advisor
to join their busy Mortgages Team.
The successful candidate will take ownership of Mortgage clients from initial conversation, providing top quality mortgage advice with access to all the Lenders in the Broker Market, and with the support of a team of Administrators manage the Clients Mortgage Journey from start to finish.
Due to firm's reputation in the market, they are busier than ever with new business and referrals, therefore all Mortgage leads will be provided to the successful candidate.
The Role:
* Uncovering the client's situation and goals and finding the best solution for them financially.
* Conduct comprehensive assessments for clients to understand their mortgage goals.
* Educate clients on the various mortgage products and services available to them, explaining mortgage options available in an understandable manner.
* Develop customised mortgage plans tailored to clients' individual needs and objectives.
* Managing related paperwork, such as keeping track of bank statements and lender applications.
* Liaising and negotiating with banks and direct lenders in order to find the best loan for the client's situation.
* Ensuring their activities are in accordance with banking and financial legislation.
* Exceeding financial targets and meeting time targets.
* Maintaining and developing market knowledge and information on all mortgage products and related services.
* Collaborate with other members of the teams to leverage expertise and resources for the benefit of clients.
Ideal Candidate:
* Qualified Financial Advisor (QFA) qualification is mandatory.
* 3+ years of experience in a client-facing mortgage advisory role, ideally a broker role.
* Strong understanding of mortgage criteria, products, and services.
* Excellent communication and interpersonal skills, with the ability to build rapport and trust with clients.
* Proven ability to work in a target-based environment.