Position Open: Trainee/Apprentice Mortgage Broker

Southeast Mortgages & Financial Services

The Avenue, Gorey, County Wexford

SEFS Ltd. t/a Southeast Mortgages & Financial Services were established in 2013 and have quickly become one of the most successful financial services companies in the Southeast. We are growing fast and now is your chance to get in and be part of the excitement.

Job description

A superb opportunity exists within Southeast Mortgages & Financial Services for a Trainee Mortgage Adviser to join our team for the long term. The successful candidate will have genuine and unlimited scope for personal and professional development as well as being rewarded for their performance and professionalism.

The trainee role may suit a candidate with experience in admin. who is looking to forge a career within the financial services space. This role will initially involve providing administrative support to the mortgage advisers. To act as first point of contact for both internal and external customers, always presenting a professional image of the Company. You will be a key member of the team ensuring the smooth day to day running of the business and provide first point of contact for service providers and clients.

The successful applicant will have the opportunity to work in a successful, dynamic business, using your creativity and initiative to improve the efficiency and effectiveness of our processes and building and maintaining excellent relationships throughout the business. There are genuine opportunities for career progression and development.

About the Apprentice programme:

 

We are looking for an ambitious and talented individual(s) who shows the potential to develop into a high performing business professional. This opportunity is a three-year fixed term contract apprentice scheme that provides exposure to all aspects of our business, allowing you to develop your technical expertise as well as professional skills.

While on the programme, in addition to gaining on the job insurance experience, you will complete the insurance industry professional qualifications APA and CIP/QFA as well as a Bachelor of Arts (Honours) in Insurance Practice (Apprenticeship) which is Level 8 on the NFQ awarded by ATU Sligo.

When you join SEFS Ltd, you will receive a tailored induction and will be assigned a business supervisor and mentor to provide support throughout the scheme.

We will work with you to enable you to reach your development goals and aspirations for your career at SEFS Ltd. In return, we expect you to bring the commitment and drive to add significant value to the company.

About the Job Role:

What this role entails:

As an apprentice you will gain in-depth knowledge of pensions, Investments and savings plans alone with protection to arrange suitable policies & cover for your clients. You will learn how to be an effective intermediary between our clients and insurance companies.

Responsibilities of Insurance Brokers:

• gather information from your clients, assessing their insurance needs and risk profile.
• research insurance companies’ policies and negotiate with underwriters to find the most suitable insurance for your clients at the best price.
• ensure that your clients understand the terms and the extent of the cover provided in line with industry regulations.
• foresee your clients’ insurance needs, such as policy renewals or amendments.
• advise your clients on risk management and help to devise new ways to mitigate risks, for example.
• build and maintain ongoing relationships with your clients.
• keep detailed records and complete administrative tasks such as paperwork and correspondence.
• keep up with changes in the insurance market and in your clients’ industries.

About You:

You must be:

• Focused, diligent & be committed to work and studying for a level 8 education programme at the same time.
• Able to communicate effectively (in both written and verbal form.)
• Willing to be part of a team.
• Committing to the customer.
• Take ownership & accountability for own actions and responsibilities.
• Have attention to detail and time management.
• Have the ability to manage own workload.
• Strong relationship building skills.
• Aptitude to make real time decisions based on changing information.
• Good negotiation skills.
• Problem solving abilities.

Benefits of Working in SEFS Ltd:

Examples include:

• Competitive salary
• Generous holiday allowance
• Joining a great team
• Education and development support
• Convenient location

Minimum Entry Level Requirements:

• Be 18 years of age or older.
• Mature students – if over 23 years there are no minimum educational requirements – documented interview required.
• FETAC Level 5 qualification holders*
• Between 18 and under 23 years – Leaving certificate, minimum of 140 points to include two honours in higher level paper and passes in Math’s and English/Irish with specific requirements on grades/levels*
• *More information can be viewed on the III website https://www.earnandlearn.ie/

Interested applicants should ask themselves the following key questions before applying:

• Do I meet the minimum entry level requirements?
• Can I commit to a three-year contract of apprenticeship?
• Do I have the self-motivation and time management skills to study at a BA (Hons) level and work at the same time?
• Can I be diligent and committed to all aspects of work, training, and education?
• Do I have the ability to communicate effectively both with customers and in a team?
• Can I take ownership and accountability for my own actions and responsibilities?
• Can I contribute €600 annually for three years (reduced student registration charge)?

Application Process and Timeframes:

• Application submission with CV to: info@sefs.ie
• Application submission please submit by: 01/07/2025
• Planned start date: 01/08/2025

If you meet the requirements of the role and would like to have a confidential discussion regarding this Please email philip@sefs.ie and attach your Cover note and CV, preferably in a Word format, with your application and include your preferred contact details and email address.

Job Type: Fulltime, Monday- Friday 9am-5pm

Salary, commission, and/or bonus doe.