Mortgage Services Development Manager

WILLIAM H BROWN; Peterborough; On-site; GBP 40,000 - 65,000; Full time

Job summary

A leading mortgage services provider in Peterborough is looking for a Mortgage Services Development Manager. This role is ideal for an existing Mortgage Advisor ready to step into management, requiring two years of financial services experience. You will support colleagues, oversee mortgage advisors, and achieve sales targets. Ideal candidates will have relevant qualifications and strong communication skills.

Qualifications

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

Responsibilities

• Support and develop less experienced colleagues.
• Provide supervisory support to mortgage advisors.
• Achieve revenue and product sales as a Mortgage Advisor.

Skills

Excellent communication skills

Strong organisation skills

Negotiation and influencing skills

Ability to coach and motivate others

Education

Certificate in Financial Planning

Certificate in Mortgage Advice and Practice (CeMAP)

Tools

E-commerce knowledge

Job description

Overview

Mortgage Services Development Manager

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

• Support and develop less experienced colleagues.
• Supervisory support (all aspects of T & C requirements) of a number of mortgage advisors, as agreed with 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 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.

William H Brown 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.

Apply now and take your mortgage career to the next level.

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