High Net Worth Mortgage Specialist

1 week ago


Woking, Surrey, United Kingdom CV-Library Full time
About the Role:

This is an exciting opportunity for a High Net Worth Mortgage Specialist to join our innovative financial services team. The successful candidate will have a strong background in mortgage finance and a proven track record of success in managing high net worth clients.

The High Net Worth Mortgage Specialist will be responsible for advising clients on mortgage applications, structuring complex transactions, and growing new business opportunities.

Key Responsibilities:

  1. Advise clients on mortgage applications and ensure compliance with relevant regulations
  2. Structuring complex transactions exceeding £500,000
  3. Growing new introducers and professional parties
  4. Managing and coaching junior team members
  5. Ensuring strong compliance with every client and transaction

Requirements:

  • CeMAP Level 3 qualification
  • At least three years of experience in financial institutions
  • Experience advising on mortgages over £1m
  • Strong understanding of FCA and MCOB regulations
  • Excellent interpersonal and communication skills
  • Ability to analyse loan applications and supporting documents
  • Great emotional intelligence and relationship-building skills
  • Strong numerical skills for loan calculations and repayments

What We Offer:

  • Annual salary of £45,000 - £55,000
  • Full-time, permanent position
  • Hybrid working arrangement
  • Opportunity to work with high net worth clients and successful entrepreneurs
  • Direct line management for junior members
  • Cross-referrals to other areas of the group, such as accountancy, commercial, and insurance teams


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