Mortgage Services Development Manager

Connells Group; Canterbury; On-site; GBP 65,000; Full time

Job summary

A leading financial services firm in Canterbury seeks a Mortgage Services Development Manager to assist the Mortgage Services Sales Manager. The role involves supporting advisors, developing colleagues, and achieving product sales. Ideal candidates will have significant experience in financial services, excellent communication skills, and relevant qualifications. Competitive salary with OTE of £65k.

Qualifications

• Two years of financial services experience, ideally nine months as a Senior Mortgage Advisor.
• Strong organisation skills and ability to plan and self-organise.
• Consistent performance in business production and quality.

Responsibilities

• Support and develop less experienced colleagues.
• Provide supervisory support to mortgage advisors.
• Identify and maximise potential business opportunities.

Skills

Supervisory skills

Excellent communication

Sales and negotiation

Coaching and motivating

Technical knowledge of financial products

Education

Certificate in Financial Planning

Certificate in Mortgage Advice and Practice (CeMAP)

Job description

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 of a Mortgage Services Development Manager include:

• Support and develop less experienced colleagues.
• Supervisory support of a number of mortgage advisors, as agreed with Sales Manager.
• An excellent knowledge of Financial Services core products, such as Mortgages, Life Assurance, Critical Illness, Income Protection, and Buildings & Contents Insurance.
• Knowledge of all house purchase/move related secondary services, such as Conveyancy 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.
• Excellent communication 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 client needs effectively in order to deliver good customer outcomes.
• Two years of 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 fulfil the role, such as Certificate in Financial Planning, Certificate in Mortgage advice and practice (CeMAP), or industry-recognised equivalent.

This is an excellent opportunity for an existing Mortgage Advisor to take their first step into a management role after approximately 12 to 18 months, with an OTE of £65k.