Gerard Murray
Lisburn,County Antrim
Summary
I have 25 years experience working in Financial Services, covering all types of financial products. I have more than 10 years experience working as a mortgage specialist with a strong background in protection planning and customer retention. I am passionate about what I do, I take a a keen interest in monitoring the housing market and economic changes that impact on the future planning with mortgage rates.
I have excellent interpersonal and communication skills, with my background in customer service and sales. I am Knowledgeable about financial products and regulations, with focus on building client relationships and providing tailored advice.
I am highly motivated and professional with keen aptitude for financial analysis and customer service, bringing strong problem-solving skills and solid understanding of regulatory compliance.
Overview
22
22
years of professional experience
Work history
Mortgage and Protection Advisor
Mortgage Solutions Belfast
Belfast, Down
04.2014 - Current
- Advised clients on mortgage products and protection plans, ensuring informed decisions were made.
- Evaluated financial situations of clients to recommend suitable mortgage options effectively.
- Assisted clients in completing mortgage applications, providing guidance throughout the process.
- Collaborated with lenders to secure competitive rates and terms for mortgage products.
- Conducted thorough market research to stay updated on industry trends and product offerings.
- Developed and maintained strong relationships with clients, ensuring high levels of customer satisfaction.
- Mentored junior advisors, sharing expertise to enhance team performance and service delivery.
- Mastered a variety of mortgage software systems, optimising work efficiency.
- Provided ongoing support post-completion, fostering long-term client relationships.
- Attended industry events for continued professional development.
- Provided comprehensive protection advice, promoting financial security for clients.
- Organised regular review meetings to ensure continuous service provision.
Insurance Advisor
Age Concern
Belfast, Antrim
02.2004 - 04.2014
- Provided expert guidance to clients on insurance products tailored to their needs.
- Developed and maintained strong relationships with clients to ensure ongoing satisfaction.
- Analysed client requirements and recommended appropriate coverage options to mitigate risks.
- Facilitated policy renewals and modifications to adapt to changing client circumstances.
Education
UK Financial Services, Regulation and Ethics (CF1) - Financial services
Chartered Insurance Institute
Belfast 01.2022 -
Certificate of Higher Education - Financial services
UK Financial Services, Regulation and Ethics (CF6)
Belfast 02.2022 -
GCSEs - General
Our Lady and St Patricks College Knock
Belfast 05.1994 -
Skills
- Specialist mortgage experience
- Protection planning
- Customer retention aptitude
- Critical thinking in finance
- Housing market monitoring
- Mortgage market acumen
Accomplishments
Last year l was one of the highest commission earners within the industry, with a mortgage/protection conversion rate of 97%. I’ve also been nominated for several awards with various Banks for top performer in Northern Ireland. I have build great relationships with many BDM’s and industry experts and enjoy networking and business development.
I am also a father of two children and enjoy sports, both playing and supporting. I enjoy socialising and take a real interest in current affairs and the economy.
Timeline
Certificate of Higher Education - Financial services
UK Financial Services, Regulation and Ethics (CF6)
02.2022 -
UK Financial Services, Regulation and Ethics (CF1) - Financial services
Chartered Insurance Institute
01.2022 -
Mortgage and Protection Advisor
Mortgage Solutions Belfast
04.2014 - Current
Insurance Advisor
Age Concern
02.2004 - 04.2014
GCSEs - General
Our Lady and St Patricks College Knock
05.1994 -