Mortgage & Life Advisor

4 weeks ago

Dublin, Ireland Prosperous Financial Planning Full time

Job Title: Mortgage & Life Advisor Reporting to: Mortgage Manager Department: Keys About Prosperous Financial: At Prosperous Financial, we empower individuals and households to make confident, informed financial decisions. Our client-first approach blends expert advice with personalised planning across pensions, investments, mortgages and succession strategies. We pride ourselves on clarity, integrity and a deep commitment to long-term relationships. We believe great advice changes lives and we're proud to foster a workplace where trust, growth and shared success are at the heart of everything we do. About The Role: Prosperous Financial are seeking a highly motivated and experienced Mortgage Advisor to join our growing mortgage team. Our innovative Keys supports a diverse range of clients - from first time buyers and switchers to those with complex financial scenarios - ensuring tailored support at every stage of the mortgage journey. You will work with both new and existing clients, providing personalised advice and driving exceptional outcomes. Further details on our Keys service can be found at . Key Responsibilities: Deliver expert mortgage advice, clearly communicating options and guiding clients toward the most suitable mortgage solutions Conduct thorough financial assessments to evaluate clients' income and financial obligations to determine the best mortgage options Oversee the full mortgage process, from internal preparation to application submission and provider engagement to ensure smooth and efficient progress Liaise with internal and external stakeholders, clients lenders and in-house mortgage administration team throughout the mortgage completion process to ensure a seamless mortgage journey from initial engagement to completion Ensuring client applications are complete and in compliance with regulations, policies and procedures Identify, develop and optimise mortgage & life business opportunities through internal and external client referrals and self-generated business. Maintain and manage the relevant CRM system and proactively manage the new business pipeline and referral records Partner with the Mortgage Manager to continuously refine and improve internal mortgage practices Skills And Experience: 3+ years of experience as a mortgage broker QFA minimum requirement Target driven with an excellent track record Full understanding of the Irish regulatory landscape for mortgages Proven experience supporting customers in both a proactive and reactive environment to ensure mortgage applications are successful Demonstrated success in converting applications to completions Exceptional written and verbal communication skills as well as the ability to deliver information with clarity Strong interpersonal skills with the ability to build trusted relationships with both internal and external stakeholders Excellent attention to detail and an analytical mindset, ensuring thorough and accurate assessments 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 To Apply Please forward your CV via the APPLY Now button below.

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