Job title: Home Finance Advisor

Location: London, Milton Keynes or Wilmslow

Closing date:

Job Summary

To provide customers 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.

Key responsibilities

  • To source and progress Regulated (Home Purchase Plan) and Non-Regulated (Buy to Let) home finance applications through to completion and Working within the agreed SLAs
  • The role holder is responsible for making suitable recommendations to the Bank’s credit function to enable growth of the Home Finance book in line with business strategy, whilst ensuring that all finance applications are completed within policy and criteria
  • Generate telephone appointment activity to achieve new business goals, tracking potential customers and following up on 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
  • Achieve and maintain competence 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

Skills required

  • Previous experience in a Home Finance advisory capacity
  • 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
  • Risk awareness
  • Regulatory standards awareness
  • Understanding of Shariah Banking
  • Competent advisor status

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.

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