Job title: Direct Adviser

Location: Milton Keynes or Wilmslow

Closing date:

Job Summary

To provide customers (UK/Expat/International) with a full advice and recommendation service for Home Finance. Working in accordance with the Banks values, scope of service, regulatory and compliance requirements whilst maintaining excellent customer satisfaction. To source and progress Regulated (Home Purchase Plan) and Non-Regulated (Buy-to-Let) home finance applications through to completion.

About us

Founded in 2007, we are a challenger bank that operates in accordance with Shariah principles, with offices in London, Milton Keynes and Wilmslow. We offer personal and corporate savings products and finance for UK residential property, in addition to sourcing and advising on UK real estate investments.

Key responsibilities

  • Generate telephone appointment activity in order to achieve new business goals
  • Track potential customers and follow up enquiries
  • Recommend the most suitable product, term and payment method to suit the customer’s needs, priorities and circumstances
  • Provide a high-quality service to customers in a compliant manner
  • Maintain competence and complete self-learning to ensure continued professional development
  • Complete extensive due diligence on home finance applications adopting a host of credit assessment skills to recommend the basis on which risk is taken
  • Development of existing customer relationships to ensure business retention and growth

Skills required

  • Previous experience in a Home Finance advisory capacity
  • Competent Adviser status
  • Experience within the specialist Buy-to-Let Home Finance sector
  • A detailed understanding of banking credit processes
  • Proven ability to extract key financial information for individuals, partnerships and companies
  • Excellent telephone manner
  • Computer literate with an ability to work with common IT platforms
  • Team player and excellent relationship builder
  • Driven, self-motivated and enthusiastic
  • Advanced understanding of Home Finance products

Additional Details:

We offer a highly attractive reward package; the typical benefits include:

  • 25 days holiday entitlement increasing with service
  • Pension Plan
  • Private medical insurance
  • Group dental insurance
  • Income Protection
  • Life Assurance
  • Employee Referral Bonus

Gatehouse Bank is an equal opportunities employer and positively encourages applications from suitably qualified and eligible candidates regardless of sex, race, disability, age, sexual orientation, gender reassignment, religion or belief, marital status, or pregnancy and maternity.

Please be advised that we have an appointed recruitment partner, The Curve Group, to manage our recruitment process and give candidates the best possible experience in pursuing a career with Gatehouse Bank. The personal details you have shared with us may be processed by The Curve Group on behalf of Gatehouse Bank. Full details of their Privacy Policy can be viewed here.


To apply, please send your CV to