Mortgage and Protection Skills Trainer

Stonebridge - Mortgage & Insurance Network; Basildon; Hybrid; GBP 45,000 - 60,000; Full time

Benefits offered by this job

Hybrid or remote working

Birthday off

Pension with matched contributions

Volunteer days

Employee referral scheme

EAP / wellbeing support

Job summary

Stonebridge Mortgage Solutions Ltd is seeking a Skills Development Manager to lead the Sales Development Programme, deliver coaching and mentorship to advisers, and help them enhance client conversations for mortgage and protection products.

You will work with the Protection Account Manager and Sales team to deliver induction and training modules, and build strong relationships with product providers while supporting adviser success and regulatory compliance.

Qualifications

• CeMAP qualified with adviser experience.
• Experience delivering coaching and mentoring programs.
• Strong communication and interpersonal skills.
• Comfortable with performance reporting and learning systems.
• Ability to pass pre-employment screening including AML and DBS checks.

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 effective relationships with Product Providers.

Skills

Facilitation skills

Presentation skills

Coaching/Mentoring

Communication skills

Learning systems reporting

Education

CeMAP qualification

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

At Stonebridge Mortgage Solutions Ltd, we’re one of the UK’s leading mortgage and protection networks, supporting over 1,400 professional advisers nationwide.

We deliver exceptional support, systems, and regulatory expertise, all underpinned by a collaborative 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.

Our Benefits

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

• A great company culture built on openness, collaboration, and support.
• Competitive salary and performance-related bonus (non-contractual).
• 22 days annual leave plus your birthday off, and up to 3 additional days for length of service.
• Company pension with optional matched contributions up to 1.5%.
• Hybrid or remote working
• Free breakfast, lunch, snacks, and drinks when working in our offices.
• 2 volunteering days and 1 team volunteering day each year.
• 2 half-days of paid ‘me time’ to support mental and physical wellbeing.
• Employee engagement activities, recognition schemes, and retail discounts.
• Salary sacrifice schemes (home tech, cycle to work, pension).
• Gym subsidy, company sick pay, and EAP support.
• Option to buy up to 5 extra days’ holiday.
• £500 employee referral scheme.
• Death in service cover and critical 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.

Our ideal candidate

• 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 sanctions and DBS checks

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.