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Mortgage Manager

Finlink Ltd


Mortgage Manager

Are you an experienced mortgage professional who enjoys developing advisers, improving performance and helping people get the best out of themselves?

This is a newly created Mortgage Manager role within a growing mortgage advice business, designed to support the development, confidence and performance of Mortgage Advisers across a wider branch network.

The business is continuing to grow and is seeing strong levels of customer demand. As a result, they are investing further into adviser support, onboarding, training and performance development to help both new and existing advisers succeed.

The Role

This is a field-based Mortgage Manager role, working closely with Mortgage Advisers, Area Mortgage Managers, training, compliance and senior leadership.

You will support new advisers through onboarding and induction, help existing advisers improve performance, and ensure people are developing in the right way within the business’s training and competency framework.

The role will suit someone who understands mortgage advice, knows what good adviser performance looks like and can build strong relationships across a busy, target-driven environment.

This is not a pure compliance role and it is not a desk-based training role. You will be working closely with advisers and managers to improve confidence, productivity, customer outcomes and commercial performance.

What You’ll Be Doing

You will be:

  • Supporting the onboarding and induction of new Mortgage Advisers
  • Helping new recruits settle into the business and wider branch network
  • Coaching Mortgage Advisers to improve performance and productivity
  • Supporting advisers with development plans, observations and reviews
  • Helping improve mortgage and protection performance
  • Working within the training and competency framework
  • Reviewing KPIs and identifying areas for improvement
  • Sharing best practice across advisers and branches
  • Supporting branch integration and adviser confidence
  • Working closely with Area Mortgage Managers, training and compliance teams
  • Providing insight and recommendations to support performance decisions

What They’re Looking For

You will need to be CeMAP qualified, or hold an equivalent mortgage qualification.

The business is looking for someone with strong mortgage knowledge and experience supporting adviser performance. This could suit someone who has worked as a Mortgage Manager, Area Mortgage Manager, Senior Mortgage Adviser, Training & Competence Supervisor, Sales Manager or Performance Coach within a mortgage or financial services environment.

You do not necessarily need to come from the exact same job title, but you do need to understand mortgage advice, adviser development and what it takes to perform in a customer-focused, target-driven environment.

You should be:

  • CeMAP qualified or equivalent
  • Experienced within mortgage advice or mortgage sales management
  • Confident coaching and developing advisers
  • Comfortable working with KPIs, observations and performance reviews
  • Able to support people within a training and competency framework
  • Strong at building relationships across multiple offices or teams
  • Commercially aware and customer-focused
  • Organised, resilient and confident working at pace
  • Comfortable travelling across a wider region
  • A full driving licence holder

Package

The package is expected to include:

  • Basic salary of £42,500
  • £4,000 car allowance
  • Holiday entitlement
  • Pension and life insurance
  • Structured career path
  • Employee support and reward schemes
  • A role with genuine influence across adviser development and performance

Why This Role?

This is a strong opportunity for someone who wants to move into, or continue in, a role where they can have a real impact on adviser performance.

You will be joining a growing business that is investing in its people, its training structure and the long-term development of its mortgage team.

Rather than simply managing numbers from a distance, you will be helping advisers improve, supporting new people into the business and working closely with managers to strengthen performance across the region.

If you are CeMAP qualified, have strong mortgage knowledge and enjoy coaching, developing and improving the performance of others, this could be a strong next step.

To apply for this job please visit www.reed.co.uk.

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