Mortgage Services Development Manager

The New Homes Group; Liverpool; On-site; GBP 40,000 - 50,000; Full time

Job summary

A financial services company is looking for a Mortgage Services Development Manager in Liverpool. This role offers an excellent opportunity for existing Mortgage Advisors to step into management, overseeing colleagues and achieving revenue goals. Candidates should bring two years of financial services experience and relevant qualifications such as CeMAP. The role requires strong organizational and negotiation skills.

Qualifications

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

Responsibilities

• Support and develop less experienced colleagues.
• Provide supervisory support for mortgage advisors.

Skills

Financial Services knowledge

Sales performance

Negotiation skills

Organizational skills

Coaching ability

Education

Certificate in Financial Planning

Certificate in Mortgage Advice and Practice (CeMAP)

Job description

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Mortgage Services Development Manager, Liverpool

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Client:

The New Homes Group

Location:

Liverpool, United Kingdom

Job Category:

Other

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EU work permit required:

Yes

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Job Reference:

c4c0c778c353

Job Views:

18

Posted:

12.08.2025

Expiry Date:

26.09.2025

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Job Description:

Mortgage Services Development Manager

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 of a Mortgage Services Development Manager:

• 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.

Any internal applicants must inform their line manager.

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.

Don’t meet every single requirement? Studies have shown that women and people of colour are less likely to apply to jobs unless they meet every single qualification. At Connells Group we are dedicated to building a diverse, inclusive and authentic workplace. So, if you’re excited about this role but your experience doesn’t fit perfectly with every aspect of the job description, we encourage you to apply anyway. You may be just the right candidate for this or other opportunities.