Mortgage Services Development Manager

Countrywide Plc; Metropolitan Borough of Solihull; On-site; GBP 40,000 - 50,000; Full time

Job summary

A leading financial services provider seeks an experienced Mortgage Advisor to assist the Sales Manager in supervising a team and achieve sales goals. Candidates should have extensive knowledge of Financial Services products, strong organizational and communication skills, and ideally hold relevant professional qualifications. The position requires a solid track record in financial services and business production.

Qualifications

• Minimum of two years financial services experience in a sales environment.
• Ideally nine months as a Senior Mortgage Advisor.
• A proven track record in business production and quality.

Responsibilities

• Assist the Mortgage Services Sales Manager in supervisory responsibilities.
• Support and develop less experienced mortgage advisors.

Skills

Knowledge of Financial Services products

Excellent communication skills

Strong organisation skills

Negotiation and influencing skills

Ability to identify business opportunities

Education

Certificate in Financial Planning

Certificate in Mortgage Advice and Practice (CeMAP)

Job description

Overview

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

• 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

Qualifications

• 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.
• 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 clients' needs effectively in order to deliver good customer outcomes.
• 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 fulfil the role e.g. Certificate in Financial Planning, Certificate in Mortgage advice and practice (CeMAP) or industry recognised industry equivalent.