Mortgage Adviser - Self Employed

Mortgage Adviser - Self Employed

Freelance 50000 - 70000 £ / year (est.) Home office (partial)
Skybound Wealth Management

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: Self-employed flexibility, competitive earnings, and support from a dynamic team.
  • Other info: Opportunity to work with international clients and complex financial cases.
  • Why this job: Join a growing mortgage division and make a real impact on clients' financial journeys.
  • Qualifications: Experience in mortgage advising and strong relationship-building skills.

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

Mortgage Adviser - Self Employed employer: Skybound Wealth Management

Skybound Wealth Management is an exceptional employer, offering a dynamic work culture that fosters collaboration and innovation in the financial advisory sector. With a focus on employee growth, we provide extensive training and support for Mortgage Advisers to excel in their roles while enjoying the flexibility of self-employment. Located in Bournemouth, our team benefits from a vibrant coastal environment, making it an ideal place to thrive both professionally and personally.
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

✨Network Like a Pro

Get out there and connect with people in the industry! Attend networking events, join relevant online groups, and don’t be shy about reaching out to potential introducers. Building relationships is key to generating new business opportunities.

✨Showcase Your Expertise

Create content that highlights your knowledge in mortgages and financial planning. Whether it’s through social media posts, blogs, or webinars, let potential clients see you as the go-to expert. This will help you stand out and attract more clients.

✨Leverage Technology

Use cutting-edge tools and platforms to streamline your processes and enhance client interactions. Familiarise yourself with the latest tech in the mortgage sector to improve efficiency and provide top-notch service to your clients.

✨Apply Through Our Website

Don’t forget to apply for the Mortgage Adviser role directly through our website! It’s the best way to ensure your application gets noticed and shows your commitment to joining our team at Skybound Wealth Management.

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

Mortgage Advisory
Client Relationship Management
Business Development
UK Residential Mortgages
Buy-to-Let Mortgages
Complex Case Structuring
FCA Compliance
Financial Planning Integration
Networking Skills
Communication Skills
Client Education
Attention to Detail
Problem-Solving Skills

Some tips for your application 🫡

Tailor Your CV: Make sure your CV reflects the skills and experience that align with the Mortgage Adviser role. Highlight your expertise in advising on UK residential and buy-to-let mortgages, especially if you've worked with expatriates or complex cases before.

Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to tell us why you're passionate about mortgage advice and how your background makes you a perfect fit for our team. Don’t forget to mention your ability to build relationships and generate new business!

Showcase Your Compliance Knowledge: Since maintaining high standards of FCA compliance is crucial, make sure to include any relevant qualifications or experiences that demonstrate your understanding of compliance and documentation in the mortgage sector.

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 Wealth Management!

How to prepare for a job interview at Skybound Wealth Management

✨Know Your Stuff

Make sure you brush up on the latest mortgage products and regulations, especially those relevant to expatriates and complex cases. Being well-versed in these areas will show that you're serious about the role and can hit the ground running.

✨Showcase Your Relationship Skills

Since building relationships is key for this role, prepare examples of how you've successfully developed client relationships in the past. Think about times when you’ve collaborated with other professionals or advisers to achieve a common goal.

✨Prepare for Scenario Questions

Expect questions that put you in real-life scenarios, especially around complex cases. Practice how you would approach advising a client with non-standard income or overseas assets, as this will demonstrate your problem-solving skills and expertise.

✨Ask Insightful Questions

At the end of the interview, have some thoughtful questions ready about Skybound's approach to mortgage advice and how they integrate it into broader financial planning. This shows your genuine interest in the company and the role.

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