Experienced Mortgage Advisor for Private Banking

6 days ago


London, Greater London, United Kingdom The Curve Group Full time
Senior Mortgage Advisor Job Summary

We are seeking an experienced Senior Mortgage Advisor to join our Private Banking team in London. The ideal candidate will have a strong background in mortgage services and a CeMap qualification.

Key Responsibilities:

  • Develop and grow new mortgage business relationships for non-UK and UK residents for Buy-to-Let mortgages.
  • Manage the bank's existing mortgage business relationships to increase business activity, volumes, and profitability.
  • Develop a book of clients/sales leads from personal networks, the First Bank Group, and client referrals.
  • Offer the bank's mortgage products to target market clients, develop new high-net-worth client relationships, and cross-sell the bank's products.
  • Manage assigned mortgage portfolios while developing new mortgage relationships to grow the mortgage book and revenue figures.
  • Grow and maintain a book of mortgage clients as determined annually by the Head of Private Banking.
  • Assess viability of clients' mortgage requests and prepare credit applications for the Credit Committee's approval.
  • Conduct effective KYC/KYB screening to ascertain risk profiles and review due diligence documentation to assist with client onboarding and retention.

Requirements:

  • Strong experience in mortgage services.
  • CeMap qualification.
  • Evidence of mortgage advice experience.
  • Buy-to-Let mortgage experience within the UK.

Benefits:

  • Up to 10% employer pension contribution.
  • Life Assurance Cover.
  • Income protection.
  • Private Medical Insurance plan (upon successful completion of probation).
  • Contribution to glasses/contacts and eye testing.
  • Gym subsidy (up to £50 per month).
  • Cycle to work scheme.
  • Employee Assistance Program.
  • Interest Free season ticket loan for travel.
  • Birthday Leave.
  • 25 days annual leave, rising to 28 after 3 years and 30 after 8 years' service.
  • Give As You Earn (GAYE).


  • London, Greater London, United Kingdom JJ Search Full time

    The Highest Level of ServiceA highly prestigious Private Bank in London requires an experienced Mortgage Advisor to join their team.The successful candidate will be responsible for securing the best UK mortgage solutions for HNW clients, including international customers.This is a unique opportunity to work with a leading Private Bank and deliver a...


  • London, Greater London, United Kingdom Capital Private Finance Full time

    New Build Mortgage Advisor RoleCapital Private Finance is seeking a skilled Mortgage Advisor to join their team and support the company's new build proposition.Based in London or the Home Counties, this role offers an excellent opportunity for experienced mortgage advisors to work with clients purchasing new build properties.Job Overview:This role involves...


  • London, Greater London, United Kingdom Countrywide Mortgage Services Full time

    Mortgage and Protection AdvisorCareer OpportunitiesCountrywide Mortgage Services are seeking a Mortgage and Protection Advisor to join their team in Manchester.The successful candidate will be responsible for providing mortgage and protection advice to clients, as well as generating new business in a target-driven environment.Main Responsibilities:Building...


  • London, Greater London, United Kingdom FirstBank UK Limited Full time

    Job DescriptionWe are seeking an experienced Senior Mortgage Advisor to join our team at FirstBank UK Limited. The ideal candidate will be responsible for developing and growing new Mortgage business relationships for Non-UK and UK residents for Buy to Let Mortgages.The successful candidate will manage the Bank's existing Mortgage business relationships,...


  • London, Greater London, United Kingdom Your Mortgage Recruiter Ltd Full time

    About the Role:We are seeking an experienced Mortgage and Protection Advisor to join our team based in South West London.The successful candidate will provide mortgage and protection advice from the whole of the market, focusing on Residential and Buy-to-Let cases.Key Responsibilities:Deliver exceptional customer service, providing expert advice and guidance...


  • London, Greater London, United Kingdom Countrywide Mortgage Services Full time

    About the Role:We are seeking a skilled Mortgage and Protection Advisor to join our team at Countrywide Mortgage Services. As a key member of our team, you will be responsible for providing expert advice and guidance to our customers on mortgage and protection products.Key Responsibilities:Building relationships with Estate Agency teams to provide training...

  • Mortgage Specialist

    6 days ago


    London, Greater London, United Kingdom The Curve Group Full time

    Job Title: Senior Mortgage AdvisorJob Summary: We are seeking an experienced Senior Mortgage Advisor to join our team at The Curve Group. As a Senior Mortgage Advisor, you will be responsible for developing and growing new mortgage business relationships, managing existing relationships, and offering mortgage products to target market clients.Key...


  • London, Greater London, United Kingdom FirstBank UK Limited Full time

    About the RoleFirstBank UK Limited is a leading bank providing world-class services to institutions and individuals. We are now looking to acquire the services of an experienced Senior Mortgage Advisor to develop and grow new mortgage business relationships.As a Senior Mortgage Advisor, you will be responsible for managing existing mortgage business...


  • London, Greater London, United Kingdom Capital Private Finance Full time

    A rare opportunity has arisen for an experienced Mortgage Advisor to support our exclusive Hamptons brand with their new build proposition. OTE: £80,000The ideal candidate will need to live in London or the Home Counties as they will be required to travel into our London and Home Counties Offices.Our advisors provide advice to clients regarding their...


  • London, Greater London, United Kingdom HSBC Global Services Limited Full time

    Company OverviewHSBC Global Services Limited is a leading financial institution committed to delivering exceptional customer experiences.SalaryThe estimated annual salary for this role is £45,000 - £55,000, depending on experience.Job DescriptionMortgage Advisor Specialist Role:This position involves providing expert advice to customers on mortgage and...


  • London, Greater London, United Kingdom Capital Private Finance Full time

    New Build Mortgage OpportunitiesWe are seeking a seasoned Mortgage Advisor to partner with our prestigious Hamptons brand, specializing in new build proposition for high-net-worth clients. The successful candidate will have the ability to provide expert advice on complex income structures and unique circumstances, as well as experience in specialist lending...


  • London, Greater London, United Kingdom Canadian Imperial Bank of Commerce Full time

    The Canadian Imperial Bank of Commerce is seeking a seasoned Banking and Mortgage Expert to join our Personal and Business Banking team. Your Key Responsibilities As a Mobile Mortgage Advisor, you will be responsible for helping clients achieve their home ownership dreams by providing expert mortgage advice and product solutions. You will also be responsible...


  • London, Greater London, United Kingdom Ultimate Banking Full time

    About Ultimate BankingAt Ultimate Banking, we believe in creating a work environment that supports our employees in achieving their goals while maintaining a healthy work-life balance.Job SummaryAs a Mortgage Underwriter, you will be responsible for assessing and underwriting mortgage applications to ensure all lending complies with the company's credit risk...


  • London, Greater London, United Kingdom JPMorganChase Full time

    JPMorganChase is a leading global financial services firm that provides a wide range of investment banking, financial services for consumers and small business, financial transaction processing, asset management, and private equity.Estimated Salary: $120,000 - $180,000 per yearWe are seeking an experienced Senior Private Banking Advisor to join our team in...


  • London, Greater London, United Kingdom FirstBank UK Limited Full time

    Job SummaryWe are seeking an experienced Senior Mortgage Advisor to join our team in London. As a key member of our Private Banking division, you will be responsible for developing and growing new mortgage business relationships with both UK and Non-UK residents.The ideal candidate will have a proven track record in mortgage services, with CeMap...


  • London, Greater London, United Kingdom Ultimate Banking Full time

    Ultimate Banking seeks a dedicated and experienced Underwriter to join their mortgage lending team.About the RoleThe successful candidate will be responsible for underwriting, reviewing, and approving mortgage applications within an agreed mandate level, ensuring that mortgages are originated within the business risk appetite and in accordance with...


  • London, Greater London, United Kingdom Placing Faces Full time

    Mortgage Advisor Job DescriptionWe are seeking a Mortgage Advisor to join our team at Placing Faces. As a Mortgage Advisor, you will be working closely with our estate agents to provide exceptional mortgage advice and support to our clients.Key Responsibilities:Advise clients on the best mortgage options for their needsEnsure clients are fully informed...

  • Mortgage Advisor

    3 weeks ago


    London, Greater London, United Kingdom JLL Full time

    About the Role:We are seeking a talented Mortgage Advisor to join our team at JLL. As a Mortgage Advisor, you will be responsible for providing expert mortgage advice to clients, working closely with them to understand their financial goals and aspirations.Key Responsibilities:Provide professional mortgage advice to clients, using your knowledge of the...

  • Mortgage Advisor

    4 weeks ago


    London, Greater London, United Kingdom THE OPENWORK PARTNERSHIP Full time

    We are seeking an ambitious Mortgage Advisor to join our partnership business in Canary Wharf, London. This fast-growing firm requires a highly skilled individual to service an existing client bank and self-generate leads to build their own client base.This is a fantastic opportunity for a driven Mortgage Professional to work in a dynamic environment with a...


  • London, Greater London, United Kingdom Countrywide Mortgage Services Full time

    Mortgage Sales DirectorCountrywide Mortgage Services is seeking an exceptional Mortgage Sales Director to lead our South East London offices to excellence. As a high-performing Mortgage Manager or Senior Mortgage Consultant, you'll guide our team of Mortgage & Protection Consultants to surpass sales targets.As the new Mortgage Sales Director, you'll oversee...