Job description

  • Location:
    London - 30 Gresham Street
  • Department:
  • Division:
    Private Bank
  • Employment Type:
    Full time
  • Salary:

Mortgage Advisor (3759)

Description of role and key responsibilities:

An experienced mortgage advisor is required to provide mortgage advice to current and prospective clients of Investec Private Bank.

Key responsibilities include

  • Mortgage Advice: Responsible for providing mortgage advice and to enable clients to obtain a mortgage facility which is affordable and best suited to their personal and financial needs
  • Work alongside the Private Bankers and Deal Execution team to ensure delivery of the mortgage from initial enquiry through to completion
  • Ensure management of quality submissions to credit and liaise with the credit team on structuring mortgage deals when required
  • Product Development: Maintain an awareness of competitor product offering/pricing and identify opportunities to increase mortgage penetration. Identify enhancements to the products arising from market, regulatory or internal policy changes and work with key stakeholders
  • Compliance: Specialist knowledge of all relevant compliance and regulatory requirements, including the appropriate processes, procedures and implications
  • Identify enhancements to the mortgage process where necessary so that a frictionless service can be provided to clients

Core skills and knowledge:

  • In depth experience of providing mortgage advice to high net worth clients
  • End to end mortgage process management with an understanding of the regulatory environment
  • CeMAP qualification
  • Good interpersonal skills to build effective partnerships within the business and central services
  • Exceptional verbal and written communication skills are essential in communicating with a wide audience (including clients) using a clear and reasoned approach
  • Highly motivated with an emphasis on attention to detail
  • Strong organisational and analytical skills.
  • Ability to work under pressure


Close map
London - 30 Gresham Street
30 Gresham Street, London, England, GB, EC2V 7QN

Meet the recruiter

Lindsay Russell

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Private Medical Cover
Virtual GP
Gym Discounts
Psychologist Service
Annual Leave
Life Assurance