Senior Mortgage Advisor

Morgan McKinley

Job title: Senior Mortgage Advisor

Company: Morgan McKinley


Job description: My client, based in Waterford is seeking an experienced Senior Mortgage & Protection Advisor to join their growing team. This is a client-facing advisory role, supported by dedicated administrators and benefiting from a steady stream of leads generated through strong referral networks. Competitive salary and an excellent commission structure for the successful candidate.Key Responsibilities:

  • Assess clients’ financial needs to recommend suitable mortgage and protection solutions.
  • Manage the entire mortgage process from initial enquiry to completion, ensuring full compliance and outstanding service delivery.
  • Complete and manage all application paperwork, coordinating with lenders and internal admin support to progress cases efficiently.
  • Stay up to date with lender criteria, product offerings, and regulatory requirements.
  • Deliver an exceptional client experience through professional, expert guidance at every stage of the mortgage and protection journey.
  • Consistently meet or exceed sales and service targets while upholding the highest standards of compliance and ethics.

Key Requirements:

  • QFA qualification (essential).
  • Minimum of 3 years’ experience in a brokerage or banking environment.
  • In-depth knowledge of mortgage and protection products.
  • Experience using online application platforms (e.g. “Online Applications”) is an advantage.
  • Proficient with Microsoft Office Suite.
  • Excellent communication and client-facing skills.
  • Highly organised, detail-oriented, and results-driven.

Expected salary:

Location: Waterford

Job date: Fri, 11 Jul 2025 05:50:12 GMT

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