Job description

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

Mortgage Advisor (5523)

Investec is a distinctive Specialist Bank serving clients principally in the UK and South Africa. Our culture gives us our edge: we work hard to find colleagues who'll think out of the ordinary and we put them in environments where they'll flourish. We combine a flat structure with a focus on internal mobility. If you can bring an entrepreneurial spirit and a desire to learn and collaborate to your work, this could be the boost your career deserves.

Research shows that some candidates can be reluctant to apply to a role unless they meet all the criteria. We pride ourselves on our entrepreneurial spirit here and welcome you to do the same – if the role excites you, please don't let our person specification hold you back. Get in touch!

Team Description

At Investec, our clients' aspirations really matter. We are an international banking and wealth management business with a refreshingly human approach. We provide high net worth individuals with financial solutions and expert advice that aim to meet – and exceed – expectations.

Our suite of services includes;

Private Banking

At the heart of our service is our dedicated private bankers, who can collaborate with Investec's network of specialists, to help clients borrow money, move money and save money.

Wealth Management

We can help clients to navigate life's journey, aim to achieve financial freedom faster, unlock more opportunities and give them peace of mind of knowing where their money can take them.

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 Credit 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, ideally for High Net Worth clients
  • End to end mortgage process management with an understanding of the regulatory environment
  • CeMAP qualification (compulsory)
  • 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

Tumi Setshedi

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