Mortgage Advisor

Mortgage Advisor

Warrington +1 Temporary 36000 - 60000 £ / year (est.) No home office possible
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At a Glance

  • Tasks: Provide bespoke mortgage advice to high-net-worth clients, focusing on personalised service.
  • Company: Join a prestigious international bank known for exceptional client service and a collaborative environment.
  • Benefits: Enjoy a competitive salary, central London location, and the chance to work with exclusive clients.
  • Why this job: Make a tangible impact while building strong relationships in a dynamic banking culture.
  • Qualifications: Experience in mortgage advice, CeMap qualification, and strong relationship-building skills required.
  • Other info: Opportunity to influence new mortgage systems and contribute to continuous improvement.

The predicted salary is between 36000 - 60000 £ per year.

Mortgage Adviser – HNW & International Clients
4-Month FTC – Up to £60,000
Central London

This is an exceptional opportunity to join a prestigious, well-established international bank with a strong presence in the private and commercial banking space. Renowned for delivering exceptional client service to high-net-worth individuals, this institution offers a dynamic and collaborative environment where your expertise will make a tangible impact.

The Role

We are seeking an experienced Mortgage Adviser to provide bespoke mortgage advice and tailored lending solutions to affluent and high-net-worth clients, with a particular focus on individuals based in or originating from the Middle East. This role combines technical mortgage expertise with relationship management excellence, ensuring clients receive a seamless and highly personalised service from initial enquiry to completion.

Key Responsibilities

  • Deliver tailored mortgage advice and structuring solutions aligned to the investment goals of HNW clients.

  • Build and maintain strong, long-term client relationships, ensuring a high-touch, premium service.

  • Ensure all advice meets FCA regulatory standards and internal compliance requirements.

  • Collaborate with relationship managers, credit risk, and operations teams to deliver an efficient end-to-end mortgage process.

  • Stay current on mortgage products, market trends, competitor activity, and property sector developments.

  • Identify opportunities to grow the mortgage book, cross-sell relevant banking services, and strengthen client engagement.

  • Manage a strong pipeline of mortgage applications and track progress to meet KPIs and client expectations.

  • Play an active role in the implementation of a new mortgage origination system, including user testing and feedback.

  • Provide insights to product and marketing teams based on client feedback to drive continuous improvement.

Experience & Skills Required

  • Proven experience in regulated and/or non-regulated mortgage advice, ideally with HNW clients.

  • Knowledge of residential and buy-to-let mortgages.

  • CeMap (or equivalent) qualification essential; CAS status desirable.

  • Strong relationship-building and communication skills, with a trusted adviser approach.

  • Ability to assess complex client needs, develop bespoke recommendations, and resolve challenges effectively.

  • Demonstrated commitment to accuracy, compliance, and regulatory excellence.

  • Experience supporting process/system change initiatives is advantageous.

What\’s on Offer

  • Salary up to £60,000 (pro-rata)

  • Central London location in a prestigious banking environment

  • Opportunity to work with an exclusive international client base

  • Collaborative, supportive team culture

InterQuest Group is acting as an employment agency for this vacancy. InterQuest Group is an equal opportunities employer and we welcome applications from all suitably qualified persons regardless of age, disability, gender, religion/belief, race, marriage, civil partnership, pregnancy, maternity, sex or sexual orientation. Please make us aware if you require any reasonable adjustments throughout the recruitment process.

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Locations

Warrington Cheshire

Mortgage Advisor employer: InterQuest Group (UK) Limited

Join a prestigious international bank in Central London, where you will thrive in a dynamic and collaborative environment dedicated to delivering exceptional service to high-net-worth clients. With a strong focus on employee growth and a supportive team culture, this role offers the unique opportunity to work with an exclusive client base while contributing to innovative mortgage solutions. Enjoy competitive remuneration and the chance to make a meaningful impact in a well-respected institution.
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Contact Detail:

InterQuest Group (UK) Limited Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Mortgage Advisor

✨Tip Number 1

Network with professionals in the mortgage and banking industry, especially those who have experience with high-net-worth clients. Attend industry events or join relevant online forums to connect with potential colleagues and mentors who can provide insights into the role.

✨Tip Number 2

Familiarise yourself with the specific needs and preferences of affluent clients, particularly those from the Middle East. Understanding cultural nuances and financial expectations can set you apart during interviews and demonstrate your commitment to providing tailored service.

✨Tip Number 3

Stay updated on the latest mortgage products and market trends, especially those that cater to high-net-worth individuals. This knowledge will not only help you in interviews but also show your proactive approach to staying informed in a competitive field.

✨Tip Number 4

Prepare to discuss your experience with compliance and regulatory standards in detail. Highlight any past roles where you successfully navigated complex regulations, as this is crucial for maintaining the high standards expected by prestigious banks.

We think you need these skills to ace Mortgage Advisor

Mortgage Advisory Expertise
Client Relationship Management
FCA Regulatory Knowledge
Compliance Awareness
Market Trend Analysis
Cross-Selling Skills
Pipeline Management
CeMap Qualification
Communication Skills
Problem-Solving Skills
Attention to Detail
Technical Mortgage Knowledge
User Testing and Feedback
Process Improvement Experience

Some tips for your application 🫡

Tailor Your CV: Make sure your CV highlights relevant experience in mortgage advising, especially with high-net-worth clients. Emphasise your CeMap qualification and any specific achievements that demonstrate your expertise in the field.

Craft a Compelling Cover Letter: Write a cover letter that showcases your understanding of the role and the unique needs of HNW clients. Mention your relationship-building skills and how you can provide tailored solutions to meet their investment goals.

Highlight Compliance Knowledge: Since the role requires adherence to FCA regulatory standards, include examples of how you've ensured compliance in previous roles. This will show your commitment to regulatory excellence and accuracy.

Showcase Market Awareness: Demonstrate your knowledge of current mortgage products, market trends, and the property sector. Mention any insights you've gained from working with clients or through research that could benefit the bank's offerings.

How to prepare for a job interview at InterQuest Group (UK) Limited

✨Showcase Your Expertise

Make sure to highlight your experience in providing mortgage advice, especially for high-net-worth clients. Be prepared to discuss specific cases where you successfully tailored solutions to meet complex client needs.

✨Demonstrate Relationship Management Skills

Emphasise your ability to build and maintain strong client relationships. Share examples of how you've provided a premium service and ensured client satisfaction throughout the mortgage process.

✨Stay Informed on Market Trends

Research current mortgage products and market trends, particularly those relevant to affluent clients. Being knowledgeable will not only impress your interviewers but also show your commitment to delivering informed advice.

✨Prepare for Compliance Questions

Since compliance is crucial in this role, be ready to discuss your understanding of FCA regulations and how you ensure that your advice meets these standards. This will demonstrate your commitment to regulatory excellence.

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