Mortgage and Protection Skills Trainer

Stonebridge Group - Mortgage & Insurance Network; Basildon; Hybrid; GBP 40,000 - 55,000; Full time

Benefits offered by this job

Great company culture

Competitive salary

Birthday off and length-of-service day

Pension with matched contributions

Hybrid or remote working

Free meals in offices

Volunteer days

Wellbeing days

Employee referral scheme

Death in service cover

Critical illness insurance

Job summary

Stonebridge Mortgage Solutions Ltd is seeking a Skills Development Manager to lead the Sales Development Programme for advisers. The role involves coaching, mentoring and delivering structured training, both online and in-person, to enhance client conversations and sales outcomes.

You will work with the Protection Account Manager and Sales team to drive adviser capability, performance and confidence, contributing to nationwide adviser success in a hybrid/remoteworking environment.

Qualifications

• CeMAP qualified with recent adviser experience.
• Strong facilitation and presentation skills.
• Coaching, mentoring, or leadership experience/aptitude.
• Excellent communication and interpersonal skills.
• Comfortable with performance reporting and learning systems.
• Able to satisfy pre-employment screening requirements.

Responsibilities

• Deliver the Sales Development Programme to advisers.
• Provide coaching and mentoring to embed best practices.
• Support initiatives to increase protection policy sales.
• Deliver induction and training modules for new advisers.
• Build and maintain relationships with Product Providers.

Skills

CeMAP qualification

Coaching

Mentoring

Facilitation

Leadership

Communication

Interpersonal skills

Performance reporting

Tools

Learning systems

Job description

Are you CeMAP qualified with mortgage or protection adviser experience? Do you enjoy coaching, mentoring, and helping people develop their skills? Stonebridge Mortgage Solutions Ltd has an exciting opportunity for a Skills Development Manager to join our team full-time and make a real impact on adviser success.

About us

AtStonebridge Mortgage Solutions Ltd, we’re one of the UK’s leading mortgage and protection networks, supporting over1,400 professional advisersnationwide.

We deliverexceptional support, systems, and regulatory expertise, all underpinned by acollaborative and people-focused culture. Our success comes from our people — their insight, professionalism, and drive to make things better, dare to be different, and, most importantly, make our customers' lives easier.

At Stonebridge, we believe great work deserves great rewards. You’ll enjoy:

• Agreat company culturebuilt on openness, collaboration, and support.
• Competitive salaryandperformance-related bonus(non-contractual).
• 22 days annual leaveplus yourbirthday off, and up to3 additional daysfor length of service.
• Company pensionwith optional matched contributions up to 1.5%.
• Hybrid or remoteworking
• Free breakfast, lunch, snacks, and drinkswhen working in our offices.
• 2 volunteering daysand1 team volunteering dayeach year.
• 2 half-days of paid ‘me time’to support mental and physical wellbeing.
• Employee engagement activities,recognition schemes, andretail discounts.
• Salary sacrifice schemes(home tech, cycle to work, pension).
• Gym subsidy,company sick pay, andEAP support.
• Option to buy up to 5 extra days’ holiday.
• £500 employee referral scheme.
• Death in service coverandcritical illness insurance cover.

The role

You’ll work closely with the Protection Account Manager and Sales team to help advisers enhance client conversations, sell mortgage and protection solutions effectively, and achieve their business targets. The role combines structured programme delivery, ad hoc coaching, and mentoring — both online and face-to-face — to develop adviser skills and confidence.

Key Responsibilities

• Deliver the Sales Development Programme to new and existing advisers.
• Provide coaching and mentoring to embed best practices.
• Support initiatives to increase protection policy sales.
• Deliver induction and training modules for new advisers.
• Build and maintain effective relationships with Product Providers.
• CeMAP qualified with recent adviser experience.
• Strong facilitation and presentation skills.
• Coaching, mentoring, or leadership experience/aptitude.
• Excellent communication and interpersonal skills.
• Comfortable with performance reporting and learning systems.
• Able to fully satisfy the pre-employment screening process, which comprises our code of conduct, right to work, identity, 5 years referencing, AML, credit screen, financial sanctionsand DBS checks

If you require any reasonable adjustments for any part of the recruitment process, please let our recruitment team know.

Individuals with different cultures, perspectives and experiences are at the heart of the way Stonebridge works. We are committed to equality of opportunity and welcome applications from everyone regardless of age, disability, sex, gender reassignment, sexual orientation, pregnancy and maternity, race, religion or belief, marriage and civil partnerships, and ex-offenders.