Mortgage Advisor Performance & Development Lead

Diamond Search Recruitment Ltd; Horsham; On-site; GBP 42,000 - 60,000; Full time

Job summary

Diamond Search Recruitment Ltd is partnering with a growing Financial Services business to appoint a brand-new Performance & Development Manager who will support Mortgage Advisors across Sussex, Surrey and Hampshire. The role centers on onboarding, coaching and developing advisers to lift performance and protection penetration.

You will implement the Training & Competence framework, conduct observations, KPI reviews and development discussions, and share best practice to drive continuous

Qualifications

• CeMAP qualification or equivalent.
• Experience in coaching, onboarding or performance management.
• Financial Services experience, ideally within mortgages.
• Excellent relationship-building and communication skills.
• Confidence working within a Training & Competence framework.
• Strong organisation and time-management skills.
• Positive, proactive approach and strong work ethic.
• Ability to work effectively under pressure.
• Full driving licence.

Responsibilities

• Deliver onboarding and induction support for new Mortgage Advisors.
• Coach and develop existing Advisors to improve performance, productivity and protection penetration.
• Conduct observations, KPI reviews and development reviews.
• Provide CPD support within the Training & Competence framework.
• Support branch integration and help new recruits settle successfully into their roles.
• Share best practice across the business.
• Contribute to the continuous improvement of sales processes.
• Provide performance insight, reporting and recommendations.
• Work closely with Area Mortgage Managers, the Financial Services Director, Training Manager and Home in One Compliance.

Skills

Coaching

Onboarding

Performance management

Education

CeMAP qualification or equivalent

Job description

Diamond Search Recruitment Ltd is partnering with a growing Financial Services business to appoint a brand-new Performance & Development Manager who will support Mortgage Advisors across Sussex, Surrey and Hampshire. The role centers on onboarding, coaching and developing advisers to lift performance and protection penetration.

You will implement the Training & Competence framework, conduct observations, KPI reviews and development discussions, and share best practice to drive continuous