Summary
Overview
Work history
Education
Skills
Accomplishments
Timeline
Generic

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 -
Gerard Murray