Mortgage Performance & Development Manager

U and P Recruitment Ltd; Arundel; On-site; GBP 45,000 - 65,000; Full time

Benefits offered by this job

33 days' annual leave

Holiday commission

Company pension

Life insurance

Company rewards and incentives

Structured career development

Employee Assistance Programme

Paid entry fees for charity events

Job summary

U and P Recruitment Ltd is seeking a Mortgage Performance & Development Manager to lead onboarding and development of Mortgage Advisors within our Financial Services division. You will deliver engaging onboarding programmes and coach existing advisors to improve performance and customer outcomes.

This brand-new role operates within the Training & Competency framework, collaborating with Area Mortgage Managers and Compliance to drive performance.

Qualifications

• CeMAP qualification or equivalent required.
• Experience coaching, learning and development, onboarding, or performance management in Financial Services.
• Strong understanding of Training & Competency framework.
• Excellent communication and relationship-building skills.
• Willingness to travel across Surrey, Sussex and Hampshire with a full UK driving licence.

Responsibilities

• Deliver comprehensive onboarding and induction programmes for new Mortgage Advisors.
• Coach and develop existing advisors to improve performance and protection penetration.
• Conduct observations, KPI reviews and CPD support in line with the T&C framework.
• Support branch integration and help embed new recruits into the business.
• Share best practice and identify opportunities to improve sales performance and customer outcomes.
• Produce performance insight, reporting and recommendations to support management decision-making.
• Build strong relationships with Area Mortgage Managers, the Financial Services Director, Training Manager and Compliance teams.

Skills

Coaching

Onboarding

Training

Performance management

Communication

Relationship building

Education

CeMAP qualification

Job description

Our client is one of the South East's leading estate agency and financial services businesses, with an established reputation for delivering exceptional customer service and outstanding results. Their Financial Services division continues to grow, helping thousands of customers each year with expert mortgage and protection advice through a network of highly successful branches.

People are at the heart of everything they do and they invest heavily in developing their colleagues, providing clear career pathways, industry-leading support, and a culture where success is recognised and celebrated. With excellent employee engagement and a strong commitment to supporting local communities and charities, they are proud to be a business where people build long-term careers.

About the Role Mortgage Performance & Development Manager

This is a brand-new role created to support the continued growth and success of our Financial Services division.

As the Mortgage Performance & Development Manager, you will play a vital role in developing both new and experienced Mortgage Advisors, ensuring they have the skills, confidence, and support to thrive.

From delivering engaging onboarding programmes to coaching established advisors, you will work within our Training & Competency (T&C) framework to drive performance, improve customer outcomes, and embed best practice across the business.

Working closely with Area Mortgage Managers, the Financial Services Director, Training Manager and Compliance team, you will help create a high-performing, customer-focused culture where people are empowered to succeed.

Key Responsibilities

• Deliver comprehensive onboarding and induction programmes for new Mortgage Advisors.
• Coach and develop existing advisors to improve performance, productivity, and protection penetration.
• Conduct observations, KPI reviews, development reviews, and Continuing Professional Development (CPD) support in line with the T&C framework.
• Support branch integration and help embed new recruits into the business.
• Share best practice and identify opportunities to improve sales performance and customer outcomes.
• Produce performance insight, reporting and recommendations to support management decision-making.
• Build strong working relationships with Area Mortgage Managers, the Financial Services Director, Training Manager and Compliance teams to ensure consistent standards across the region.

About You

You will be passionate about developing people and helping individuals achieve their full potential. You will be confident coaching others, providing constructive feedback and driving continuous improvement.

• CeMAP qualification (or equivalent).
• Previous experience in coaching, learning and development, onboarding, or performance management, ideally within Financial Services.
• A sound understanding of the Training & Competency (T&C) framework.
• Excellent communication and relationship-building skills.
• Strong organisational and time management abilities.
• The confidence to influence and support colleagues at all levels.
• The ability to travel extensively across Surrey, Sussex, and Hampshire.
• A full UK driving licence.

Benefits

• 33 days' annual leave, plus an extra day off for your birthday
• Holiday commission
• Company pension
• Life insurance
• Company rewards and incentives
• Structured career development
• Employee Assistance Programme
• Paid entry fees for charity events

Why Join Our Client?

This is a fantastic opportunity to shape a newly created role within a growing Financial Services business. You will have the chance to make a genuine impact on the development of their advisors, influence business performance and help create an environment where people can build rewarding and successful careers.