- Support senior advisors with mortgage applications and client case management
- Communicate with lenders, solicitors, and other stakeholders
- Maintain up-to-date and compliant client records
About the Role
Our client is offering an exciting opportunity for a
Trainee Mortgage Advisor to join their team within a dynamic and fast-paced organisation operating in a thriving industry.
This role is ideal for a motivated individual at an early stage in their career who is eager to develop within financial services. The successful candidate will receive full training and support while gaining hands-on experience in mortgage advisory services.
Key Responsibilities
- Support senior advisors with mortgage applications and client case management
- Gather and organise client documentation with a high level of accuracy
- Assist in preparing financial assessments and mortgage recommendations
- Communicate with lenders, solicitors, and other stakeholders
- Maintain up-to-date and compliant client records
- Deliver excellent customer service throughout the mortgage process
- Keep up to date with industry regulations and product knowledge
Candidate Requirements
- 2–3 years’ work experience (preferred)
- Strong working knowledge of Microsoft Word, Excel, and Outlook
- Excellent attention to detail and organisational skills
- Strong communication and interpersonal abilities
- A proactive attitude with a willingness to learn and develop
- Ability to work effectively in a fast-paced environment
Education & Development
- Third-level qualification preferred
- Full training will be provided
- Candidates will be expected to pursue Qualified Financial Advisor (QFA) exams as part of their professional development
Working Environment
- Office-based role
- Monday to Friday working schedule
- Collaborative, energetic, and supportive team culture
Salary & Benefits
- Excellent remuneration package (€36,000)
- Structured training and career development
- Opportunity to build a long-term career in financial services
