Lead Mortgage Adviser

Lead Mortgage Adviser

Full-Time 36000 - 60000 £ / year (est.) Home office (partial)
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At a Glance

  • Tasks: Lead mortgage advice for UK residents and expatriates, handling complex cases and building lender relationships.
  • Company: Skybound Wealth Management, a global financial advisory firm with a collaborative culture.
  • Benefits: Leadership role, technology-driven support, and clear career progression opportunities.
  • Why this job: Shape a mortgage division in a growing international business and make a real impact.
  • Qualifications: CeMAP or equivalent qualification; experience with high-value clients and complex cases preferred.
  • Other info: Diverse and inclusive workplace welcoming all qualified candidates.

The predicted salary is between 36000 - 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 critical pillar of a financial plan and we intend to build this into a dedicated division within our client proposition, supporting everything from first UK purchases to complex buy-to-let portfolios and expat property strategies.

The Opportunity

We are hiring a Senior Mortgage Adviser to act as the key focal point for all mortgage advice within the group. You will have full responsibility for UK residential and buy-to-let mortgage advice, serving both UK residents and expatriates, including complex income structures, foreign currency earnings, overseas assets, and portfolio landlords. You will be the authority for mortgage advice within the business and create reciprocal referral arrangements with our network of 70 Private Wealth Advisers across the group. In addition, we will lean on you to develop an effective panel of mortgage lenders.

Key Responsibilities

  • Become the go-to for UK residential, Buy to Let, expat and non-standard lending across the group
  • Drive commercial growth through adviser referrals, partnerships, and strategic initiatives
  • Take full ownership of Skybound’s mortgage strategy at Group level
  • Handle and structure cases involving overseas income, multiple jurisdictions, and portfolio lending
  • Establish and maintain senior lender relationships, negotiating terms where needed
  • Embed mortgages into adviser workflows as a natural part of long-term financial planning, not just a bolt-on
  • Design and launch a best-in-class UK mortgage proposition integrated into our wider wealth advice model
  • Set the technical, commercial, and regulatory standard for all mortgage activity
  • Ensure robust FCA compliance, governance, and documentation standards are met
  • Contribute to marketing, thought leadership, and client education around property finance

Desired Skills and Experience

  • CeMAP or equivalent qualification is essential
  • UK Level 4 or other wealth management qualification would be beneficial
  • An experienced senior mortgage professional who might have outgrown a narrow brokerage environment
  • Comfortable dealing with complex cases and high-value clients
  • Commercially minded, but advice-led
  • An individual seeking ownership, visibility, and long-term influence with high-net-worth or internationally mobile clients is highly advantageous

Why Join Skybound?

  • Leadership role: Shape and lead a Group-wide mortgage proposition within a growing international business.
  • Integrated advice model: Work alongside wealth advisers, international specialists, and private client teams.
  • Global platform: Support UK and expat clients backed by a multi-jurisdictional advisory firm.
  • Technology-led: Benefit from Salesforce, integrated advice systems, and data-driven client insights.
  • Growth-focused: Clear mandate to build, scale, and innovate within the mortgage function
  • Supportive infrastructure: In-house compliance, marketing, and operations teams to enable high-quality advice.
  • Career progression: A visible role with long-term growth and strategic influence.

Skybound Wealth UK is committed to fostering a diverse and inclusive workplace. We welcome applications from all qualified candidates regardless of background.

Lead Mortgage Adviser employer: Skybound Wealth Management

Skybound Wealth Management is an exceptional employer, offering a unique opportunity to lead the development of a dedicated mortgage division within a globally recognised financial advisory firm. With a strong focus on integrated advice and cutting-edge technology, employees benefit from a supportive infrastructure that fosters career progression and innovation. Join us to shape the future of mortgage advice while working alongside a diverse team of international specialists in a dynamic and inclusive environment.
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Contact Detail:

Skybound Wealth Management Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Lead Mortgage Adviser

✨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 colleagues or mentors. Building relationships can open doors that a CV just can't.

✨Show Off Your Expertise

When you get the chance to chat with hiring managers or during interviews, make sure to highlight your knowledge of complex mortgage cases and international client needs. We want to see how you can bring value to our team at Skybound!

✨Be Ready for the Unexpected

Prepare for those tricky interview questions by thinking about your past experiences with challenging clients or unique mortgage scenarios. We love candidates who can think on their feet and demonstrate their problem-solving skills.

✨Apply Through Our Website

Don’t forget to apply directly through our website! It’s the best way to ensure your application gets seen by the right people. Plus, it shows us you’re genuinely interested in joining the Skybound family.

We think you need these skills to ace Lead Mortgage Adviser

CeMAP or equivalent qualification
UK residential mortgage advice
Buy-to-let mortgage advice
Expat mortgage advice
Complex income structure handling
Portfolio lending expertise
Senior lender relationship management
FCA compliance knowledge
Governance and documentation standards
Commercial growth strategies
Adviser referral development
Integrated financial planning
Wealth management qualifications
High-net-worth client engagement
Technology integration in financial services

Some tips for your application 🫡

Tailor Your CV: Make sure your CV is tailored to the Lead Mortgage Adviser role. Highlight your experience with UK residential and buy-to-let mortgages, as well as any complex cases you've handled. We want to see how your skills align with our needs!

Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for Skybound Wealth Management. Mention your passion for providing bespoke advice and how you can contribute to our mortgage strategy.

Showcase Your Qualifications: Don’t forget to mention your CeMAP or equivalent qualification prominently. If you have any additional wealth management qualifications, let us know! We love seeing candidates who are committed to their professional development.

Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way to ensure your application gets into the right hands. Plus, it shows us you’re keen on joining our team at Skybound!

How to prepare for a job interview at Skybound Wealth Management

✨Know Your Stuff

Make sure you brush up on the latest mortgage trends and regulations, especially those affecting UK residential and buy-to-let markets. Familiarise yourself with complex income structures and how they impact lending decisions, as this will show your expertise and readiness for the role.

✨Showcase Your Experience

Prepare to discuss specific cases you've handled, particularly those involving high-net-worth clients or complex scenarios. Highlight your ability to navigate multiple jurisdictions and how you've successfully built relationships with lenders in the past.

✨Understand Skybound's Vision

Dive deep into Skybound Wealth Management’s approach to integrated financial advice. Be ready to explain how you can contribute to their mortgage strategy and align it with their broader wealth management goals, demonstrating that you’re not just looking for a job, but a partnership.

✨Ask Insightful Questions

Prepare thoughtful questions that reflect your understanding of the role and the company. Inquire about their plans for expanding the mortgage division or how they envision integrating mortgages into their overall client proposition. This shows your genuine interest and strategic thinking.

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