At a Glance
- Tasks: Advise clients on UK mortgages and generate new business opportunities.
- Company: Skybound Wealth Management, a global financial advisory firm with a collaborative culture.
- Benefits: Flexible self-employed structure, uncapped earning potential, and strong internal referral network.
- Other info: Diverse and inclusive workplace with excellent growth opportunities.
- Why this job: Join a dynamic team and make a real impact in the mortgage sector.
- Qualifications: CeMAP qualified with experience in UK residential and Buy-to-Let mortgages.
The predicted salary is between 50000 - 70000 £ per year.
About Us
Skybound Wealth Management is a global financial advisory firm with offices across the UK, USA, Cyprus, Spain, Switzerland and UAE. We deliver bespoke advice to internationally mobile clients, supported by specialist teams in financial planning, wealth creation, investment management and tax planning. As an award-winning, multi-regulated business, Skybound is uniquely positioned to support complex client needs across borders. Our advice-led model is underpinned by cutting-edge technology, integrated client systems, and deep expertise in international lifestyles, income structures, and asset ownership.
Mortgages are a key part of our broader financial planning proposition, and we are continuing to expand our mortgage division to support both UK-based and expatriate clients from the Skybound Wealth UK hub in Bournemouth.
The Opportunity
We are looking for an experienced Mortgage Adviser to join Skybound Wealth on a self-employed basis, supporting the continued growth of our mortgage proposition across the Group. This role will focus primarily on generating and converting new business opportunities, working closely with our network of Private Wealth Advisers and wider introducer relationships. You will advise clients on UK residential and buy-to-let mortgages, including more complex cases involving expatriates, foreign currency earnings, overseas assets, and non-standard income structures. This is an excellent opportunity for a commercially driven adviser who enjoys building relationships, delivering high-quality advice, and working within a collaborative environment.
Key Responsibilities
- Advise clients on UK residential and Buy-to-Let mortgage solutions
- Support UK resident and expatriate clients with a range of lending requirements
- Generate new business through internal referrals, introducers, and professional connections
- Manage the full mortgage process from enquiry through to completion
- Structure and place complex cases including non-standard income and portfolio landlords
- Build and maintain strong relationships with lenders and business partners
- Work collaboratively with Private Wealth Advisers to integrate mortgage advice into wider financial planning conversations
- Maintain high standards of FCA compliance, documentation, and client outcomes
- Contribute to client education and promote the mortgage proposition across the business
Desired Skills & Experience
- CeMAP qualified (or equivalent) is essential
- Previous experience advising on UK residential and Buy-to-Let mortgages
- Experience handling complex or high-value cases is advantageous
- Strong knowledge of the UK mortgage market and lender criteria
- Comfortable working with self-employed clients, expatriates, and non-standard income structures
- Commercially minded with a client-first approach
- Strong relationship-building and business development skills
- Motivated to work in a self-employed environment with uncapped earning potential
Why Join Skybound?
- Access to a global client base including internationally mobile and high-net-worth individuals
- Strong internal referral network from experienced Private Wealth Advisers
- Opportunity to focus on advising and growing your client bank rather than operational setup
- Technology-led environment with integrated systems and support infrastructure
- In-house compliance, marketing, and operational support
- Flexible self-employed structure with significant earning potential
- Collaborative and growth-focused culture within an established international firm
Skybound Wealth Management is committed to fostering a diverse and inclusive workplace. We welcome applications from all qualified candidates regardless of background.
Mortgage Adviser in Bournemouth employer: Skybound Wealth Management
Skybound Wealth Management is an exceptional employer, offering Mortgage Advisers the chance to thrive in a dynamic, technology-driven environment while serving a diverse global client base. With a strong focus on collaboration and professional growth, employees benefit from extensive support, including in-house compliance and marketing, allowing them to concentrate on building relationships and delivering high-quality advice. The flexible self-employed structure provides significant earning potential, making it an ideal opportunity for motivated individuals seeking meaningful and rewarding careers in financial advisory.
Contact Details:
Skybound Wealth Management Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Mortgage Adviser in Bournemouth
✨Network Like a Pro
Get out there and connect with people in the industry! Attend networking events, join online forums, and don’t be shy about reaching out to potential contacts on LinkedIn. Building relationships can lead to referrals and opportunities that you might not find through traditional job searching.
✨Show Off Your Expertise
When you get the chance to meet potential clients or employers, make sure to showcase your knowledge of the mortgage market. Share insights, trends, and your experience with complex cases. This will help you stand out as a go-to adviser and build trust with your audience.
✨Leverage Social Media
Use platforms like LinkedIn to share valuable content related to mortgages and financial advice. Engage with posts from others in the industry and contribute your thoughts. This not only positions you as an expert but also increases your visibility to potential clients and employers.
✨Apply Directly Through Us
Don’t forget to check out our website for the latest opportunities at Skybound Wealth Management. Applying directly through us not only shows your interest but also gives you a chance to highlight how you can contribute to our growing mortgage division. We’re excited to see what you bring to the table!
We think you need these skills to ace Mortgage Adviser in Bournemouth
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the Mortgage Adviser role. Highlight your experience with UK residential and Buy-to-Let mortgages, especially if you've handled complex cases. We want to see how your skills align with what we're looking for!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you're passionate about the mortgage sector and how you can contribute to our team. We love seeing enthusiasm and a client-first approach, so let that come through!
Showcase Your Relationship-Building Skills:Since this role involves building strong relationships, make sure to mention any relevant experiences where you've successfully developed connections with clients or partners. We value collaboration and want to know how you can bring that to Skybound!
Apply Through Our Website:We encourage you to apply directly through our website. It’s the best way to ensure your application gets to us quickly and efficiently. Plus, it shows you're keen on joining our team at Skybound Wealth Management!
How to prepare for a job interview at Skybound Wealth Management
✨Know Your Mortgages Inside Out
Make sure you brush up on your knowledge of UK residential and buy-to-let mortgages. Be prepared to discuss complex cases, especially those involving expatriates and non-standard income structures. This will show that you’re not just familiar with the basics but can handle the intricacies of the role.
✨Showcase Your Relationship-Building Skills
Since this role involves generating new business and maintaining strong relationships, think of examples from your past where you've successfully built rapport with clients or partners. Highlight how these relationships led to successful outcomes, as this will resonate well with the interviewers.
✨Demonstrate Your Commercial Mindset
Skybound is looking for someone who is commercially driven. Prepare to discuss how you’ve identified and seized business opportunities in previous roles. Think about specific strategies you’ve used to grow your client base or improve service delivery.
✨Prepare Questions About Their Technology and Support
Since Skybound prides itself on being technology-led, come prepared with questions about their integrated systems and support infrastructure. This shows that you’re not only interested in the role but also in how you can leverage their tools to provide the best service to clients.
