Mortgage Performance & Development Manager

Worth Recruiting - Property Industry Recruitment; England; On-site; GBP 41,000 - 50,000; Full time

Benefits offered by this job

Performance bonus

Car allowance

Holiday entitlement

Career development

Pension

Life assurance

Employee assistance program

Company rewards

Job summary

Worth Recruiting - Property Industry Recruitment is seeking a Performance & Development Manager to support Mortgage Advisors across Sussex, Surrey and Hampshire. You will deliver onboarding, coaching and ongoing development programmes while ensuring compliance with the Training & Competence framework.

You will help individuals maximise their potential, improve business performance and contribute to the growth of a high‑performing financial services division.

Qualifications

• CeMAP or equivalent mortgage qualification is essential.
• Experience coaching, mentoring, training or performance management.
• Strong knowledge of the Training & Competence framework.
• Excellent communication and relationship-building skills.
• Full UK driving licence and willingness to travel across Sussex, Surrey and Hampshire.
• Experience in financial services or mortgage industry is preferred.

Responsibilities

• Deliver structured onboarding and induction programmes for newly recruited Mortgage Advisors.
• Coach and mentor existing advisors to improve productivity and customer outcomes.
• Conduct observations, development reviews, KPI meetings and CPD sessions within the Training & Competence framework.
• Work closely with senior management to identify development opportunities and implement performance improvement plans.
• Share best practice, support continuous improvement initiatives and encourage consistent standards across the region.
• Produce performance reports and provide insight to support business growth and operational decision-making.

Skills

CeMAP qualification

Coaching & mentoring

Training delivery

Training & Competence framework

Excellent communication

Relationship building

Organisation

Analytical skills

Driving licence

Willingness to travel

Education

CeMAP or equivalent mortgage qualification

Job description

Take the next step in your financial services career as a Performance and Development Manager, supporting Mortgage Advisors across Sussex, Surrey and Hampshire.

Worth Recruiting - Property Industry Recruitment

Vacancy: Mortgage Performance & Development Manager

Sector: Financial Services

Location: Sussex, Surrey & Hampshire

Salary: OTE £45,000 per annum

Position: Permanent - Full Time

Reference: WR98601

Working closely with Mortgage Advisors, Area Mortgage Managers and senior leadership, you will deliver structured onboarding, coaching and ongoing development programmes while ensuring compliance with the Training & Competence framework.

You will help individuals maximise their potential, improve business performance and contribute to the continued growth of a high-performing financial services division.

Previous financial services and mortgage industry experience is essential.

What's in it for you (Benefits):

• Competitive salary of £42,500 plus performance bonus
• £4,000 car allowance
• 33 days' holiday including an additional day for your birthday
• Structured career development, training and professional support
• Pension, life assurance, employee assistance programme and company rewards

The Company:

• One of the largest independent property groups in the South East with over 100 offices
• Provides residential sales, lettings, mortgages and land and new homes services
• Invests heavily in employee development, training and long-term career progression

What You'll Be Doing (Key Responsibilities) as a Performance & Development Manager:

• Deliver structured onboarding and induction programmes for newly recruited Mortgage Advisors
• Coach and mentor existing advisors to improve productivity, performance and customer outcomes
• Conduct observations, development reviews, KPI meetings and CPD sessions within the Training & Competence framework
• Work closely with senior management to identify development opportunities and implement performance improvement plans
• Share best practice, support continuous improvement initiatives and encourage consistent standards across the region
• Produce performance reports and provide insight to support business growth and operational decision-making

What our client is looking for (Skills & Experience):

• CeMAP qualified or hold an equivalent recognised mortgage qualification
• Previous experience in coaching, mentoring, training or performance management within financial services
• Strong understanding of the Training & Competence framework
• Excellent communication and relationship-building skills with the ability to influence and motivate others
• Organised and self-motivated with the ability to manage a varied regional workload
• Strong analytical skills with experience reviewing KPIs and performance data
• Full UK driving licence and willingness to travel extensively across Sussex, Surrey and Hampshire
• Positive, professional approach with a genuine passion for developing people and driving high performance

Job Reference: WR98601 - Performance & Development Manager - Financial Services