Mortgage Advisor – Affluent & High‑Net‑Worth Clients

About the role

We are seeking an experienced Mortgage Advisor to join the Private Banking team, focusing on affluent and high‑net‑worth clients. The role involves delivering bespoke lending solutions and building long‑term relationships.

Key responsibilities

• Provide tailored mortgage advice and lending solutions to affluent and high‑net‑worth clients.
• Develop and maintain relationships with mortgage intermediaries, professional introducers and industry contacts to generate referrals.
• Manage the end‑to‑end mortgage process, including client onboarding, credit applications and compliance.
• Collaborate with Relationship Managers, Credit Risk and Operations to ensure a seamless client journey.
• Maintain up‑to‑date market knowledge of residential and buy‑to‑let products and competitor offerings.
• Identify opportunities to expand the mortgage book and cross‑sell private banking products.

Required profile

• Proactive, commercially minded Mortgage Adviser with experience delivering regulated and non‑regulated advice.
• Experience working with affluent and high‑net‑worth clients.
• Strong knowledge of residential and buy‑to‑let mortgage products.

Required skills

• CeMAP qualification or equivalent mortgage qualification.

What we offer

• Competitive salary range £50,000‑£60,000 per year.
• Opportunity to work with sophisticated clients within a prestigious private banking environment.
• Professional development and growth within the mortgage portfolio.