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 strong internal referral network.
- Other info: Work with high-net-worth clients and enjoy a technology-led environment.
- Why this job: Join a dynamic team and make a real impact in the mortgage sector.
- Qualifications: Experience in UK residential and Buy-to-Let mortgages, strong relationship-building skills.
The predicted salary is between 50000 - 70000 € per year.
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.
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.
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
- 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 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 UK
Skybound Wealth Management is an exceptional employer, offering Mortgage Advisers the chance to thrive in a dynamic and collaborative environment. With access to a global client base and a strong internal referral network, you can focus on building your client bank while enjoying the benefits of a technology-led workplace that supports your growth. The flexible self-employed structure allows for significant earning potential, making it an ideal opportunity for commercially driven professionals seeking meaningful and rewarding employment in Bournemouth.
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! Attend industry events, join relevant online forums, and don’t be shy about reaching out to potential clients or introducers. Building relationships is key in this game, so let’s make those connections count!
✨Show Off Your Expertise
When you meet potential clients, showcase your knowledge of the UK mortgage market and complex cases. Share success stories and insights that highlight your skills. This will help build trust and show them you’re the go-to adviser they need.
✨Leverage Technology
Use tech to your advantage! Familiarise yourself with the tools and systems at Skybound Wealth. This will not only streamline your processes but also impress clients with your efficiency and modern approach to mortgage advice.
✨Follow Up, Follow Up, Follow Up!
After meeting potential clients or introducers, don’t just leave it there. Send a quick follow-up email or message to thank them for their time and remind them of your services. Staying top-of-mind can make all the difference in landing that next big opportunity!
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 align with 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 client-first approach fits with our culture at Skybound. Don't forget to mention any relevant relationships you've built in the industry.
Showcase Your Relationship-Building Skills:Since this role is all about generating new business and building strong relationships, make sure to include examples of how you've successfully developed connections in your previous roles. We love seeing how you can integrate mortgage advice into broader financial planning conversations!
Apply Through Our Website:We encourage you to apply directly through our website for a smoother application process. It helps us keep track of your application and ensures you don’t miss out on any important updates from us. Plus, we can't wait to hear from you!
How to prepare for a job interview at Skybound Wealth UK
✨Know Your Mortgages Inside Out
Make sure you brush up on your knowledge of UK residential and buy-to-let mortgages. Be prepared to discuss complex cases, especially those involving expatriates and non-standard income structures. This will show that you’re not just familiar with the basics but can handle the intricacies of the role.
✨Showcase Your Relationship-Building Skills
Since this role is all about generating new business and building strong relationships, think of examples from your past where you've successfully developed client connections. Be ready to share how you’ve collaborated with other professionals, like Private Wealth Advisers, to create comprehensive financial solutions.
✨Demonstrate Your Commercial Mindset
Skybound is looking for someone who is commercially driven. Prepare to discuss how you’ve identified and seized business opportunities in previous roles. Highlight any strategies you’ve used to grow your client base or improve client outcomes, as this will resonate well with their goals.
✨Be Ready for Compliance Questions
Given the importance of FCA compliance in this role, be prepared to talk about your experience with documentation and maintaining high standards. You might want to have a few examples ready that demonstrate your commitment to compliance and how it has positively impacted your clients.
