Senior Mortgage and Protection Advisor
3 weeks ago
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Senior Mortgage and Protection Advisor, Dublincol-narrow-left
Client:Engage People
Location:Dublin, Ireland
Job Category:Other
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EU work permit required:Yes
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Job Reference:a508ce69c1a7
Job Views:6
Posted:19.06.2025
Expiry Date:03.08.2025
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Job Description:Location: Dublin 4
Primarily remote - 1 day per week in the office.
Reporting To: Managing Director
Overview:
Our client, a well-established brokerage with over 20 years of industry success, is seeking a highly motivated Senior Mortgage & Protection Advisor to join their team. This is a client-facing advisory role supported by a team of administrators, with leads generated through strong referral networks and an experienced Director.
Key Responsibilities:
- Assess clients' financial situations and advise on suitable mortgage and protection products.
- Manage the full mortgage process from enquiry to completion, ensuring compliance and service excellence.
- Handle application paperwork, liaising with lenders and internal admin support to progress cases efficiently.
- Keep up to date with the latest lender criteria, product offerings, and regulatory requirements.
- Provide clients with an exceptional experience and professional guidance throughout their mortgage and protection journey.
- Meet and exceed sales and service targets while maintaining a high standard of compliance and ethics.
Requirements (Non-Negotiable):
- Minimum 3 years' experience working in a brokerage environment, dealing with all major lenders.
Preferred Skills and Knowledge:
- Deep understanding of mortgage and protection products.
- Experience using platforms such as Credit Logic is an advantage.
- Proficient in Microsoft Office Suite.
- Excellent communication and client-facing skills.
- Highly organised, detail-oriented, and results-driven
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What's on Offer:
- Competitive basic salary (€55-60k) plus commission.
- Opportunity to work closely with a respected industry Director and a collaborative admin team.
- Flexible hybrid working - just one day required in the office weekly.
- Strong lead flow from a well-established referral network.
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