Mortgage Advisor

BWD Search & Selection; Greater London; Vor Ort; GBP 60.000 - 80.000; Vollzeit

Benefits dieser Stelle

Excellent benefits package

Long-term career stability

Exposure to bespoke HNW lending cases

Zusammenfassung

A leading UK private bank is looking for an experienced High Net Worth Mortgage Advisor to join their team. In this permanent position, you will provide high-quality mortgage advice to clients with complex income structures while managing the entire mortgage journey. The ideal candidate will have proven experience in HNW mortgages and a strong understanding of compliance standards. This role offers long-term career stability within a supportive team environment, dealing with bespoke lending cases and excellent benefits.

Qualifikationen

• Proven experience advising on HNW mortgages.
• Strong preference for experience within a private bank.
• Solid understanding of MCOB and FCA conduct standards.
• Confident dealing with complex cases and senior stakeholders.

Aufgaben

• Provide compliant, high-quality mortgage advice to HNW clients.
• Manage the full mortgage journey from fact find to offer.
• Handle complex income structures for business owners and professionals.
• Produce suitability letters and assessments.
• Act as key point of contact for clients and stakeholders.
• Maintain high standards of customer experience and file quality.

Kenntnisse

HNW mortgage advice

Managing complex income structures

Customer experience management

Stakeholder engagement

Jobbeschreibung

We are partnering with a UK-leading private bank to recruit an experienced High Net Worth Mortgage Advisor into a permanent position. This is a growth hire, created due to a sustained increase in complex mortgage volumes, offering long-term career stability and exposure to bespoke HNW lending cases.

The role

• Provide compliant, high-quality mortgage advice to HNW clients
• Manage the full mortgage journey from fact find through to offer
• Handle complex income structures, including business owners and professional clients
• Produce suitability letters, affordability assessments and lending documentation
• Act as a key point of contact for clients and internal stakeholders throughout the process
• Maintain exceptional standards of customer experience, conduct and file quality

What we’re looking for

• Essential: Proven experience advising on HNW mortgages
• Strong preference for experience gained within a private bank or similar HNW environment
• Solid understanding of MCOB, FCA conduct and compliant advice standards
• Confident dealing with complex cases and senior stakeholders

Why consider this role?

• Work for one of the most respected names in UK private banking
• Exposure to interesting, non-standard HNW lending cases
• Clear demand-led role with long-term opportunity beyond the FTC
• Supportive, high-calibre team and excellent benefits package

Please note: due to the nature of the role, applications without HNW mortgage experience will not be considered.