Mortgage and Protection Skills Trainer

Stonebridge - Mortgage & Insurance Network; East Midlands; Hybrid; GBP 45,000 - 65,000; Full time

Benefits offered by this job

Great culture

Bonus (non-contractual)

Birthday off

Pension

Hybrid/remote working

Free meals in office

Volunteer days

Wellbeing time

Employee discounts

Gym subsidy

Death in service

Job summary

Stonebridge Mortgage Solutions is seeking an experienced Skills Development Manager to join our Sales team and make a real impact on adviser success. Use your hands-on advising experience to develop others, improve sales performance, and help advisers deliver positive customer outcomes.

As SDM, you will deliver structured training, deliver the Sales Development Programme, provide coaching, and support IPA initiatives.

Qualifications

• CeMAP qualified and current mortgage and protection advisory experience.
• Proven ability coaching, developing or managing advisers to improve sales performance.
• Strong knowledge of mortgage market, products, and regulatory standards.
• Excellent communication, presentation and relationship-building skills.

Responsibilities

• Deliver the Sales Development Programme to advisers, virtually and face-to-face.
• Provide one-to-one and group coaching to improve adviser skills and sales performance.
• Run workshops, role-plays and case studies focused on client interviewing and sales techniques.
• Observe client interviews and provide constructive feedback.
• Coach advisers on questioning, listening, needs identification and objection handling.
• Develop training content in line with business and market needs.
• Build relationships with advisers, AR firms and product providers.
• Use performance information to identify further coaching and development needs.

Skills

CeMAP

Coaching

Adviser coaching

Mortgage knowledge

Regulatory knowledge

Communication

Job description

Are you CeMAP qualified with recent experience as a Mortgage and Protection Adviser? Have you successfully coached, developed or managed other advisers to improve their sales performance?

Stonebridge Mortgage Solutions is looking for an experienced Skills Development Manager (SDM) to join our Sales team and make a real impact on adviser success.

Use your first-hand advising experience to develop others, improve sales performance and help advisers deliver positive customer outcomes.

About Us

Stonebridge Mortgage Solutions is one of the UK's leading mortgage and protection networks, supporting over 1,400 professional advisers nationwide.

We provide exceptional support, systems and regulatory expertise within a collaborative, people-focused culture, helping our advisers and firms succeed.

Our Benefits

• Great company culture built on openness, collaboration and support
• Competitive salary plus performance-related bonus (non-contractual)
• 22 days annual leave plus your birthday off, with 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 wellbeing
• Employee recognition schemes and retail discounts
• Salary sacrifice schemes including home tech, cycle to work and 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

About The Role

As our Skills Development Manager, you'll develop the interviewing, sales and client engagement skills of Mortgage & Protection Advisers across the Stonebridge network.

Working with the Protection Account Manager, Head of Sales and wider Sales team, you'll deliver structured training and targeted coaching to help advisers improve client conversations, identify needs, handle objections and confidently present appropriate mortgage and protection solutions.

You'll deliver our Sales Development Programme, support protection and Income Per Adviser (IPA) initiatives, and provide one-to-one coaching to drive measurable improvements in adviser capability and performance.

You'll also use your industry experience as a trusted subject matter expert, supporting advisers with products, sales techniques, regulatory requirements and systems.

What You'll Be Doing

You'll:

• Deliver the Sales Development Programme to new and existing advisers, virtually and face-to-face
• Provide one-to-one and group coaching to improve adviser skills and sales performance
• Run workshops, role-plays and case studies focused on client interviewing and sales techniques
• Observe client interviews and provide constructive feedback
• Coach advisers on questioning, listening, needs identification and objection handling
• Help advisers identify and discuss appropriate protection opportunities
• Deliver follow-up coaching to embed learning and improve performance
• Support protection workshops, masterclasses and adviser induction training
• Develop training content in line with business and market needs
• Build strong relationships with advisers, AR firms and product providers
• Use performance information to identify further coaching and development needs

What We're Looking For

We're looking for someone with recent, first-hand Mortgage and Protection Adviser experience and a proven ability to improve the sales performance of other advisers.

You'll understand the realities of advising clients and know how to turn that experience into practical coaching that develops confidence, capability and performance.

Essential

• CeMAP qualified
• Recent experience as a Mortgage and Protection Adviser
• Proven experience coaching, developing or managing advisers to improve sales performance
• Strong mortgage and protection market and product knowledge
• Strong understanding of client interviewing, needs identification and objection handling
• Experience delivering one-to-one coaching and performance feedback
• Confident delivering engaging training, workshops and role-plays
• Ability to identify performance gaps and provide targeted coaching
• Strong commercial awareness and understanding of adviser sales performance
• Excellent communication, presentation and relationship-building skills
• Ability to influence, challenge and motivate others
• Commitment to regulatory standards, sales quality and positive customer outcomes
• Able to satisfy our pre-employment screening requirements, including right to work, identity, 5 years referencing, AML, credit, financial sanctions and DBS checks

Desirable

• Experience within a mortgage and protection network
• Experience designing adviser training or learning materials
• Experience working with mortgage and protection product providers
• Relevant training, coaching or L&D qualifications

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 partnership status, or any other characteristic protected by law.