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 in-house support.
- Other info: Access to a global client base and strong internal referral network.
- 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 - Self Employed in Bournemouth employer: Skybound Wealth Management
Contact Detail:
Skybound Wealth Management Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Mortgage Adviser - Self Employed in Bournemouth
✨Network Like a Pro
Get out there and connect with people in the industry! Attend networking events, join relevant online forums, and don’t be shy about reaching out to potential introducers. Building relationships is key to generating new business opportunities.
✨Showcase Your Expertise
Create a personal brand that highlights your knowledge in UK residential and buy-to-let mortgages. Share insights on social media or write articles that demonstrate your expertise. This will help you stand out and attract clients who need your specialised advice.
✨Leverage Technology
Utilise cutting-edge technology to streamline your processes and enhance client interactions. Familiarise yourself with the tools available at Skybound Wealth to manage your client relationships and mortgage applications efficiently.
✨Apply Through Our Website
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, it shows you’re serious about joining our team and contributing to the growth of our mortgage division.
We think you need these skills to ace Mortgage Adviser - Self Employed in Bournemouth
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experience that match 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 you can bring value to our team!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to tell us why you're passionate about mortgage advising and how your background aligns with our mission at Skybound. Don't forget to mention your client-first approach and relationship-building skills!
Showcase Your Achievements: When detailing your experience, focus on specific achievements that demonstrate your ability to generate new business and manage complex cases. Numbers speak volumes, so if you've increased sales or improved client satisfaction, let us know!
Apply Through Our Website: We encourage you to apply directly 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 Skybound Wealth Management
✨Know Your Stuff
Make sure you brush up on your knowledge of the UK mortgage market, especially regarding residential and buy-to-let mortgages. Familiarise yourself with the latest lender criteria and be ready to discuss how you've handled complex cases in the past.
✨Showcase Your Relationship Skills
Since building relationships is key for this role, prepare examples of how you've successfully developed connections with clients and business partners. Highlight any experiences where collaboration led to successful outcomes, especially in a self-employed context.
✨Demonstrate Your Commercial Mindset
Be ready to discuss how you generate new business opportunities. Think about specific strategies you've used in the past to attract clients, particularly in a competitive market. This will show that you're not just about advice but also about growth.
✨Prepare for Compliance Questions
Given the importance of FCA compliance in this role, review the key regulations and be prepared to discuss how you ensure high standards in documentation and client outcomes. This will demonstrate your commitment to maintaining professionalism in your work.