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 and support the Chapter Managing Director in delivering the financial services strategy that drives income, ensures profitable growth, and promotes continuous improvement within the Division.
- Recruit, lead, and develop a highly effective Financial Services Team, 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 those that the Company is licensed to sell.
- Monitor and evaluate divisional key performance indicators, including customer satisfaction, and develop initiatives to improve these where necessary.
- Achieve cross-sales and referral activity targets and promote initiatives to enhance results.
- Ensure all systems and controls required by our Network are implemented and followed to manage key risks and standards effectively.
- Maintain the role of supervisor as defined by the 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.
- Handle customer complaints following the Company’s procedures and manage business exposure.
- Adopt HR best practices in recruitment, training, development, performance management, and employee relations.
- Create a coaching culture that fosters high performance.
- Collaborate across business streams to maximize profitability.
- Share best practices and successes within the Financial Services Chapter.
WHAT YOU'LL NEED
- A minimum of 5 years’ experience as a Mortgage & Protection Adviser within 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.
- Strong drive to develop the business, build long-term performance, and support all business streams within a collaborative 'One Team' environment.
- Developmental mindset to help advisers and managers reach their potential.
- Excellent communication and presentation skills, self-motivation, confidence, and organizational skills.
- 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 learning and development, supporting team growth and results.
- Clear vision with effective communication and delivery.
- Ability to perform under pressure and manage challenging situations.
- Responsibility, ethics, efficiency, and cost-effectiveness in work.
- Adaptability and critical thinking in a dynamic environment.
- Promotion of an inclusive environment, caring for success and wellbeing.
- Honesty and integrity, mentoring, and coaching for long-term success.