Mortgage Adviser - Employed or Self-Employed in Bournemouth

Mortgage Adviser - Employed or Self-Employed in Bournemouth

Bournemouth Full-Time 40000 - 60000 £ / year (est.) Home office (partial)
Skybound Wealth Management

At a Glance

  • Tasks: Advise clients on UK residential and buy-to-let mortgages while generating new business opportunities.
  • Company: Join Skybound Wealth Management, a global financial advisory firm with a collaborative culture.
  • Benefits: Flexible remuneration, access to a global client base, and in-house support for your success.
  • Other info: Join a diverse team focused on growth and innovation in the financial sector.
  • Why this job: Make a real impact by helping clients navigate complex mortgage solutions in a dynamic environment.
  • Qualifications: CeMAP qualified with experience in UK residential and buy-to-let mortgages.

The predicted salary is between 40000 - 60000 £ 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 either an employed or 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 fast paced, dynamic environment

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 remuneration model - either employed or 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 - Employed or Self-Employed in Bournemouth employer: Skybound Wealth Management

Skybound Wealth Management is an exceptional employer, offering a dynamic work culture that prioritises employee growth and client success. With a focus on innovation and support through proprietary technology, our team members enjoy competitive compensation packages and the opportunity to make a meaningful impact in the financial lives of clients across the UK, all while working remotely from the beautiful Greater Bournemouth area.

Skybound Wealth Management

Contact Details:

Skybound Wealth Management Recruitment Team

StudySmarter Expert Advice🤫

We think this is how you could land Mortgage Adviser - Employed or Self-Employed in Bournemouth

Tap into Campus Networks

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Get Certified

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Connect on Professional Platforms

Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.

Apply Directly and Be Proactive

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We think you need these skills to ace Mortgage Adviser - Employed or Self-Employed in Bournemouth

CeMAP qualification (or equivalent)
Experience in advising on UK residential mortgages
Experience in advising on Buy-to-Let mortgages
Knowledge of the UK mortgage market
Understanding of lender criteria
Ability to handle complex cases
Experience with expatriate clients

Some tips for your application 🫡

Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.

Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Skybound Wealth Management.

Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.

Research and Reflect:Before hitting that 'apply' button on Skybound Wealth Management's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!

How to prepare for a job interview at Skybound Wealth Management

Brush Up on Financial Analysis Skills

Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Skybound Wealth Management.

Prepare for Case Studies

Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.

Show Your Passion for Finance

Since this is a full-time position, employers at Skybound Wealth Management will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.

Network with Industry Professionals

Before your interview, reach out to current or former Skybound Wealth Management employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.