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, career progression, and a diverse workplace.
- 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.
- Other info: Join a supportive team with a clear mandate to innovate and grow.
The predicted salary is between 48000 - 72000 £ 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 in London employer: Skybound Wealth Management
Contact Detail:
Skybound Wealth Management Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Lead Mortgage Adviser in London
✨Tip Number 1
Network like a pro! Get out there and connect with people in the industry. Attend events, join online forums, and don’t be shy about reaching out to potential colleagues or mentors. You never know who might have the inside scoop on job openings!
✨Tip Number 2
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 clients. This will set you apart as the go-to person for their needs.
✨Tip Number 3
Be proactive! If you see a role that excites you, don’t wait for the perfect moment. Apply through our website and follow up with a friendly email expressing your enthusiasm. It shows initiative and can help you stand out from the crowd.
✨Tip Number 4
Prepare for those tricky questions! Brush up on your knowledge of FCA compliance and mortgage strategies. Being well-prepared will not only boost your confidence but also demonstrate your commitment to the role and the company.
We think you need these skills to ace Lead Mortgage Adviser in London
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experiences that align with the Lead Mortgage Adviser role. Highlight your expertise in handling complex cases and your ability to work with high-net-worth clients.
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. Mention your experience with UK residential and buy-to-let mortgages, and how you can contribute to our integrated advice model.
Showcase Your Qualifications: Don’t forget to mention your CeMAP or equivalent qualification prominently. If you have any additional wealth management qualifications, make sure they stand out too, as they can give you an edge!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for this exciting opportunity 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 international scenarios. Highlight your ability to navigate complex situations and how you've successfully built relationships with lenders in the past.
✨Understand Their Vision
Research Skybound Wealth Management’s approach to integrated financial advice. Be ready to discuss 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’s objectives. Inquire about their plans for expanding the mortgage division and how you can play a pivotal role in shaping that vision, showing your enthusiasm and strategic thinking.