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Lead Mortgage Adviser

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Skybound Wealth Management

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Location:
United Kingdom , London, Bournemouth

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Category:
Finance

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Contract Type:
Not provided

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Salary:

Not provided
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Job Description:

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.

Job Responsibility:

  • 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

Requirements:

  • 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
What we offer:
  • 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

Additional Information:

Job Posted:
January 26, 2026

Work Type:
Hybrid work
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