Mortgage & Protection Operations Leader

Mortgage Perspective; Altrincham; In loco; GBP 60.000 - 80.000; Tempo pieno

Descrizione del lavoro

Mortgage Perspective in Altrincham is seeking an experienced Operations Manager to drive the day-to-day operations of its growing mortgage and protection brokerage. You will work closely with the Sales Director to ensure advisers are supported and customers receive excellent service.

You will lead and develop the administration team, streamline processes, manage workflows and help drive business growth, while maintaining FCA compliance and robust regulatory standards.

Competenze

• Experience working within a mortgage and protection or financial services environment.
• Strong operational and organisational management skills.
• Experience managing, supporting or developing a team.
• Good understanding of mortgage administration and case progression.
• Working knowledge of FCA regulation and mortgage compliance.
• Excellent communication and problem-solving skills.
• Ability to manage competing priorities in a busy, growing business.
• Experience within a directly authorised or appointed representative mortgage firm.
• Experience of compliance file checking and quality assurance.
• Knowledge of Training & Competence (T&C) requirements.

Mansioni

• Oversee the day-to-day running of the business, ensuring operations are efficient and well organised.
• Identify and implement improvements to processes, systems and working practices.
• Monitor workflow, case progression and service standards across the business.
• Ensure cases are processed efficiently and accurately.
• Support the Sales Director with operational planning, reporting and business performance.
• Help identify opportunities to improve productivity and support business growth.
• Manage, motivate and develop the administration and case handling team.
• Set clear expectations and ensure workloads are allocated effectively.
• Hold regular team meetings and provide ongoing support and coaching.
• Monitor individual and team performance, addressing issues where necessary.
• Build a positive, accountable and collaborative working environment.
• Work closely with Mortgage and Protection Advisers to ensure they receive effective operational support.
• Help resolve complex case and administrative issues.
• Ensure applications and supporting documentation are accurate and ready for submission.
• Monitor case progression and identify potential delays or bottlenecks.
• Work with advisers and case handlers to improve communication and customer outcomes.

Conoscenze

Team leadership

Regulatory compliance

Mortgage administration

FCA regulations knowledge

Stakeholder communication

Descrizione del lavoro

Mortgage Perspective in Altrincham is seeking an experienced Operations Manager to drive the day-to-day operations of its growing mortgage and protection brokerage. You will work closely with the Sales Director to ensure advisers are supported and customers receive excellent service.

You will lead and develop the administration team, streamline processes, manage workflows and help drive business growth, while maintaining FCA compliance and robust regulatory standards.