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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 and support the Chapter Managing Director in delivering the financial services strategy that drives income, ensures profitable growth, and fosters 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 an in-depth knowledge of Financial Services regulation & core products, including all those that the Company is licensed to sell.
- Monitor and evaluate Divisional key performance indicators, including customer satisfaction, and develop initiatives to improve these trends.
- Achieve cross-sales and referral activity targets and promote initiatives to improve results.
- Ensure all systems and controls required by our Network are implemented and followed to manage risks and maintain 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 and adhered to by all Financial Services employees.
- Maintain open dialogue with the Financial Services Director.
- Handle customer complaints following the Company’s procedures and manage business exposure.
- Adopt HR processes and best practices, including recruitment, training, development, performance management, and employee relations.
- Create a coaching culture that promotes 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 in the financial services and New Build industry, with a proven record of leading high-performing teams.
- Ability to work closely 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.
- Development skills to help advisers and managers reach their potential.
- Excellent communication and presentation skills; self-motivated, confident, flexible, organized.
- Ability to react quickly to market conditions, regulatory changes, and business needs.
- Relevant professional qualifications, such as full CeMAP or CII equivalent.
- Residency within the geographical area of the designated division.
CORE BEHAVIOURS
- Commitment to understanding customer needs and providing high-quality service.
- Continuous self and team development, results-focused.
- Clear vision and effective communication.
- Ability to work under pressure and manage challenging situations.
- Responsibility and integrity in decision-making and actions.
- Adaptability to changing priorities through critical thinking.
- Promote inclusivity and support wellbeing.
- Act with honesty and integrity, serving as a mentor and coach.