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.
- Other info: Diverse and inclusive workplace welcoming all qualified candidates.
- 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.
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 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.
Contact Details:
Skybound Wealth Management Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Lead Mortgage Adviser
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨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
Don’t shy away from reaching out directly to firms like Skybound Wealth Management. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Lead Mortgage Adviser
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.
