Mortgage Services Development Manager

Finders Keepers Ltd.; Newcastle-under-Lyme; On-site; GBP 40,000 - 65,000; Full time

Job summary

An exciting opportunity awaits for a Mortgage Advisor looking to step into management! This role focuses on supporting colleagues while achieving sales targets in a dynamic environment. You'll leverage your extensive knowledge of financial services, including mortgages and insurance products, to guide and motivate your team. With a strong emphasis on communication and organization, you'll help identify business opportunities and ensure excellent customer outcomes. Join a well-established group that values growth and offers a pathway to leadership, making a significant impact in the mortgage services sector.

Qualifications

• 2+ years in financial services, ideally 9 months as a Senior Mortgage Advisor.
• Relevant professional qualifications are essential.

Responsibilities

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

Skills

Financial Services Knowledge

Communication Skills

Sales and Customer Service

Negotiation Skills

Organizational Skills

Coaching and Motivating

Analytical Skills

Education

Certificate in Financial Planning

Certificate in Mortgage Advice and Practice (CeMAP)

Job description

Mortgage Services

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

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.
• Provide supervisory support (all aspects of T & C requirements) for 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.
• 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.

Background, Experience and Qualifications:

• Two years financial services experience, with ideally nine months as a Senior Mortgage Advisor.
• Have demonstrated 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 equivalent.

Any internal applicants must inform their line manager.

Countrywide Mortgage Services are part of the Connells Group, one of the largest and most successful estate agency and property services providers in the UK. Founded in 1936 and with a network of over 1,250 branches, the Group combines residential sales and lettings expertise with a range of services including new homes, mortgage services, surveying, conveyancing, and more!

Connells Group UK 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.

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