Mortgage Development Manager

Countrywide Mortgage Services; Croydon; On-site; GBP 40,000 - 50,000; Full time

Job summary

A financial services company in the United Kingdom is looking for a Recruitment Manager to assist in managing a team of Mortgage Advisors. This position is ideal for an experienced Mortgage Advisor seeking their first management role. Responsibilities include supporting colleagues, meeting sales targets, and ensuring compliance with financial service regulations. Candidates should have strong knowledge of financial products along with essential coaching and negotiation skills. Relevant qualifications like CeMAP are preferred.

Qualifications

• Two years financial services experience, ideally nine months as a Senior Mortgage Advisor.
• Demonstrated performance in business production and quality.
• Awareness of latest products and market developments.

Responsibilities

• Support and develop less experienced colleagues.
• Provide supervisory support to mortgage advisors as agreed.
• Achieve revenue and product sales as a Mortgage Advisor.

Skills

Excellent knowledge of Financial Services core products

Strong negotiation and influencing skills

Strong organisation skills

Ability to coach and motivate others

Ability to identify and analyse clients' needs

Education

Certificate in Financial Planning

CeMAP or industry recognized equivalent

Job description

5 days ago Be among the first 25 applicants

Direct message the job poster from Countrywide Mortgage Services

Recruitment Manager @ Connells Group | Team Management, Staffing Services

This is an excellent opportunity for an existing Mortgage Advisor to take their first step into a Management role.

Purpose

To provide assistance with supervisory responsibilities to the Mortgage Services Sales Manager as appropriate, as well as achieve revenue and product sales as a Mortgage Advisor.

Responsibilities

• Support and develop less experienced colleagues
• Supervisory support (all aspects of T & C requirements) of a number of mortgage advisors, as agreed with the Sales Manager

Functional Knowledge Required

• An excellent knowledge of Financial Services core products i.e. Mortgages, Life Assurance, Critical Illness, Income Protection and Buildings & Contents Insurance.
• Knowledge of all house purchase/move related secondary services such as Conveyancing and Estate Agency operations generally.
• A good level of technical and e-commerce knowledge to promote the services of the group efficiently and effectively.
• A knowledge of all Financial Services compliance rules and regulations, specific to a mortgage & protection business.
• An understanding of working within a Training and Competence framework, coupled with a complete understanding of the requirements of the Group T & C Scheme Skills.
• A demonstrably good track record in a sales and customer facing environment.
• Strong organisation skills – ability to plan and self organise.
• Strong negotiation and influencing skills.
• Ability to identify and maximise potential business opportunities.
• An aptitude to coach and motivate others (specifically business generation).
• Ability to identify and analyse clients' needs effectively in order to deliver good customer outcomes.

Background, Experience and Qualifications

• Two years financial services experience, with ideally nine months as a Senior Mortgage Advisor.
• Have demonstrated a consistent performance in respect of business production and quality.
• Awareness of latest products and market developments.
• Relevant professional qualifications to fulfill the role e.g. Certificate in Financial Planning, Certificate in Mortgage advice and practice (CeMAP) or industry recognised industry equivalent.

Equal Opportunities Statement

Countrywide Mortgage Services is an equal opportunities employer and positively encourages applications from suitably qualified and eligible candidates regardless of sex, race, disability, age, sexual orientation, transgender status, religion or belief, marital status, or pregnancy and maternity.