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Mortgage Services Development Manager

RA Bennett
Posted 11 hours ago, valid for 22 days
Location

Stratford-Upon-Avon, Warwickshire CV37 7BF

Salary

£45,000 - £54,000 per annum

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Contract type

Full Time

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Sonic Summary

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  • This position is for a Mortgage Services Development Manager, ideal for an existing Mortgage Advisor looking to step into management after 12 to 18 months of experience.
  • The role offers an On-Target Earnings (OTE) of £65,000 and requires a minimum of two years in financial services, with at least nine months as a Senior Mortgage Advisor.
  • Key responsibilities include supervising less experienced colleagues, supporting the Mortgage Services Sales Manager, and achieving revenue and product sales goals.
  • Candidates should possess excellent communication skills, a strong sales background, and relevant professional qualifications such as CeMAP.
  • The company, Countrywide Mortgage Services, is part of the Connells Group, a leading estate agency and property services provider in the UK.
Job DescriptionThis 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: £65kPurpose: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.
  • 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 fulfil 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 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 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.MS01829

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