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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 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 equivalent.
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