Overview
YOUR MAIN PURPOSE
To be responsible for the implementation and delivery of the Financial Services business plan by providing proactive leadership and direction to a highly talented team of New Build Mortgage & Protection Advisers within the Apollo Division.
WHAT YOU'LL BE RESPONSIBLE FOR
- Contribute to and support the Chapter Managing Director in delivering the financial services strategy that drives income, ensures profitable growth, and continuous improvement within the Division.
- Recruit, lead, and develop a highly effective Financial Services Team while embedding the core behaviours, values, and principles of the Network and Company.
- Prepare and deliver the Financial Services Division income and profit budget; monitor, report, and forecast operating and financial results.
- Maintain in-depth knowledge of Financial Services regulation and core products, including all licensed products.
- Monitor and evaluate Divisional KPIs, including customer satisfaction, identify trends, and develop initiatives to improve these metrics.
- Achieve cross-sales and referral activity targets, promoting initiatives designed to improve results.
- Ensure all systems and controls required by our Network are implemented and followed to manage key risks and standards.
- Maintain the role of supervisor as defined by our Network’s Training and Competence scheme.
- Communicate regularly with the Head of Sales Quality to ensure standards are up to date, cascaded correctly, and adhered to by all Financial Services employees.
- Maintain open dialogue with the Financial Services Director at all times.
- Handle customer complaints effectively following the Company’s procedures and manage business exposure.
- Adopt HR best practices in recruitment, training, development, performance management, and employee relations.
- Create and promote a coaching culture that fosters high performance.
- Collaborate across business streams to maximize profitable relationships.
- Share best practices and successes within the Financial Services Chapter.
WHAT YOU'LL NEED
- Minimum of 5 years’ experience as a Mortgage & Protection Adviser within the financial services and New Build industry, with a proven record of motivating and leading high-performing teams.
- Experience working with senior management to meet business objectives through strategic management.
- Drive to advance the business, build long-term performance, and support all business streams within a ‘One Team’ Chapter.
- Ability to help advisers and managers reach their potential in productivity and professionalism.
- Excellent communication and presentation skills, self-motivated, confident, flexible, organized, and accurate.
- Ability to react swiftly to market conditions, regulatory changes, and business needs.
- Relevant professional qualifications, e.g., full CeMAP or CII equivalent.
- Residence within the geographical area of the designated division.
CORE BEHAVIOURS
- Commitment to understanding and meeting customer needs with high-quality service.
- Continuous personal and team development, results-focused.
- Clear vision and relentless communication and delivery.
- Ability to work under pressure, meet deadlines, and handle challenging situations.
- Responsibility for actions, ethical conduct, and efficiency.
- Critical thinking to adapt to changing priorities and environments.
- Commitment to creating an inclusive work environment, caring for success and wellbeing.
- Honesty and integrity, acting as a long-term mentor and coach.