Senior HNW Mortgage Advisor (Private Banking)

BWD Search & Selection; Greater London; On-site; GBP 60,000 - 80,000; Full time

Benefits offered by this job

Excellent benefits package

Long-term career stability

Exposure to bespoke HNW lending cases

Job summary

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.

Qualifications

• 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.

Responsibilities

• 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.

Skills

HNW mortgage advice

Managing complex income structures

Customer experience management

Stakeholder engagement

Job description

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.