Mortgage Services Development Manager

Connells Group; Retford; On-site; GBP 35,000 - 45,000; Full time

Job summary

A national real estate and mortgage services firm in the UK is seeking a Mortgage Advisor ready to transition into a management role. This position involves supporting and developing junior advisors, ensuring quality and compliance standards are met. Ideal candidates will possess extensive knowledge of financial products, excellent communication skills, and a proven sales record. Relevant qualifications are required, along with a minimum of two years' experience in the financial services industry, preferably with supervisory experience.

Qualifications

• Minimum of two years financial services experience, ideally with nine months as a Senior Mortgage Advisor.
• Consistent performance in business production and quality.
• Knowledge of current products and market developments.

Responsibilities

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

Skills

Excellent communication skills

Strong negotiation and influencing skills

Strong organisation skills

Ability to coach and motivate others

Ability to identify business opportunities

Education

Certificate in Financial Planning

Certificate in Mortgage advice and practice (CeMAP)

Job description

This job is brought to you by Jobs/Redefined, the UK's leading over-50s age inclusive jobs board.

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

• 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.
• 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.

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.

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