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Mortgage Services Development Manager

Connells Group

Scunthorpe

On-site

GBP 65,000

Full time

Today
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Job summary

A leading property services group in Scunthorpe is seeking a Mortgage Services Development Manager. In this role, you will provide support and develop a team of mortgage advisors while achieving sales targets. The ideal candidate has experience in financial services, excellent communication skills, and relevant professional qualifications. This is a great opportunity for a Mortgage Advisor to step into management with an OTE of £65k.

Qualifications

  • Must have a minimum of two years' experience in financial services.
  • Ideally, nine months as a Senior Mortgage Advisor.
  • Excellent knowledge of Financial Services compliance.

Responsibilities

  • Provide supervisory support to mortgage advisors.
  • Develop and support less experienced colleagues.
  • Identify and maximise business opportunities.

Skills

Communication skills
Sales experience
Organisational skills
Negotiation skills
Client needs analysis

Education

Certificate in Financial Planning
Certificate in Mortgage Advice and Practice (CeMAP)
Job description

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 include:

  • Support and develop less experienced colleagues.
  • Supervisory support of a number of mortgage advisors, as agreed with Sales Manager.
  • An excellent knowledge of Financial Services core products, such as Mortgages, Life Assurance, Critical Illness, Income Protection, and Buildings & Contents Insurance.
  • Knowledge of all house purchase/move related secondary services, such as Conveyancy 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.
  • 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.
  • Two years of 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, such as Certificate in Financial Planning, Certificate in Mortgage advice and practice (CeMAP), or industry-recognised equivalent.

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

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