Job Description
Mortgage Advisor
We are seeking a seasoned Mortgage Advisor to join our growing team.
The ideal candidate will have a proven track record in mortgages, with 2-3 years of experience and a comfort level meeting clients face-to-face.
Responsibilities
* Meet with customers to understand their financial situation, goals, and preferences.
* Assess their eligibility for a mortgage by analyzing their financial situation.
* Provide expert advice based on their needs.
* Facilitate funds drawdown once contracts have closed.
* Build strong relationships with customers, providing ongoing support throughout the mortgage journey.
* Ensure compliance with regulatory requirements (e.g., Consumer Protection Code and Central Bank guidelines).
Qualifications and Skills
* QFA (Qualified Financial Advisor) designation is highly desirable.
* APAd in Loans is the minimum qualification required for this role.
* Experience in providing mortgage advice and dealing with mortgage customers face-to-face and/or processing applications is advantageous but not essential.
* Ability to build rapport with customers and provide exceptional service.
* Ability to work collaboratively in a team environment.
* Excellent verbal and written communication skills.
* Proficiency in using relevant software and tools for mortgage calculations.
* Attention to detail.