Mortgage Advisor in London

Mortgage Advisor in London

London Full-Time 43200 - 72000 £ / year (est.) No home office possible
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At a Glance

  • Tasks: Provide expert mortgage advice to high net worth clients and manage their mortgage journey.
  • Company: Join a leading UK private bank known for its exceptional service.
  • Benefits: Enjoy a competitive salary, excellent benefits, and potential for permanent placement.
  • Why this job: Work with unique lending cases and make a real impact in private banking.
  • Qualifications: Proven experience in HNW mortgages and understanding of compliance standards.
  • Other info: Be part of a supportive team with great career growth opportunities.

The predicted salary is between 43200 - 72000 £ per year.

We are working with a leading UK private bank to recruit an experienced High Net Worth Mortgage Advisor on a 12-month fixed-term contract, with strong potential to convert to a permanent role. This is a growth hire, driven by a sustained increase in mortgage volumes, and offers the opportunity to work with complex, bespoke lending cases for high net worth individuals in a high-quality private banking environment.

The role

  • Provide compliant, high-quality mortgage advice to HNW clients
  • Manage the full mortgage journey from fact find through to offer
  • Handle complex income structures, including business owners and professional clients
  • Produce suitability letters, affordability assessments and lending documentation
  • Act as a key point of contact for clients and internal stakeholders throughout the process
  • Maintain exceptional standards of customer experience, conduct and file quality

What we're looking for

  • Essential: Proven experience advising on HNW mortgages
  • Strong preference for experience gained within a private bank or similar HNW environment
  • Solid understanding of MCOB, FCA conduct and compliant advice standards
  • Confident dealing with complex cases and senior stakeholders

Why consider this role?

  • Work for one of the most respected names in UK private banking
  • Exposure to interesting, non-standard HNW lending cases
  • Clear demand-led role with long-term opportunity beyond the FTC
  • Supportive, high-calibre team and excellent benefits package

Please note: due to the nature of the role, applications without HNW mortgage experience will not be considered.

Mortgage Advisor in London employer: BWD Search & Selection

Join a prestigious UK private bank as a High Net Worth Mortgage Advisor, where you will thrive in a supportive and high-calibre team environment. With a focus on bespoke lending cases, this role offers exceptional benefits and the potential for long-term career growth, making it an ideal opportunity for those seeking meaningful and rewarding employment in the financial sector.
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Contact Detail:

BWD Search & Selection Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Mortgage Advisor in London

✨Tip Number 1

Network like a pro! Reach out to your connections in the mortgage and banking sectors. Attend industry events or webinars where you can meet potential employers or colleagues who might know of openings. Remember, it’s all about who you know!

✨Tip Number 2

Prepare for interviews by practising common questions specific to HNW mortgage advising. Think about how you’d handle complex cases and articulate your experience clearly. We want you to shine, so rehearse with a friend or in front of a mirror!

✨Tip Number 3

Showcase your expertise! Create a portfolio that highlights your successful cases and client testimonials. This will give you an edge when discussing your experience with potential employers. We love seeing real-life examples of your work!

✨Tip Number 4

Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we’re always on the lookout for talented individuals like you who can bring value to our team.

We think you need these skills to ace Mortgage Advisor in London

High Net Worth Mortgage Advisory
MCOB Knowledge
FCA Conduct Standards
Complex Case Management
Client Relationship Management
Suitability Letter Production
Affordability Assessment
Lending Documentation
Stakeholder Engagement
Customer Experience Management
Attention to Detail
Compliance Knowledge
Private Banking Experience
Problem-Solving Skills

Some tips for your application 🫡

Tailor Your CV: Make sure your CV is tailored to highlight your experience with high net worth mortgages. We want to see how your background aligns with the role, so don’t be shy about showcasing your relevant skills and achievements!

Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re the perfect fit for this role. We love seeing passion and personality, so let us know what excites you about working in private banking and advising HNW clients.

Showcase Your Compliance Knowledge: Since compliance is key in this role, make sure to mention your understanding of MCOB and FCA standards. We want to know that you can navigate the regulatory landscape while providing top-notch advice to our clients.

Apply Through Our Website: We encourage you to apply through our website for a smoother application process. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates from our team!

How to prepare for a job interview at BWD Search & Selection

✨Know Your Stuff

Make sure you brush up on your knowledge of high net worth mortgages and the specific regulations like MCOB and FCA standards. Being able to discuss these confidently will show that you’re not just familiar with the basics, but that you understand the complexities involved in advising HNW clients.

✨Showcase Your Experience

Prepare to share specific examples from your past roles where you've successfully managed complex mortgage cases. Highlight your experience in a private banking environment and how you've navigated challenging situations with clients and stakeholders.

✨Client-Centric Approach

Demonstrate your commitment to exceptional customer service. Think of instances where you went above and beyond for a client, especially in high-pressure situations. This will illustrate your ability to maintain high standards of customer experience, which is crucial for this role.

✨Ask Insightful Questions

Prepare thoughtful questions about the bank's approach to HNW lending and their expectations for the role. This shows your genuine interest in the position and helps you gauge if the company culture aligns with your values.

Mortgage Advisor in London
BWD Search & Selection
Location: London
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