Perfect role for an experienced mortgage professional looking to shape the next generation of advisers through coaching and development Ready to transition your mortgage expertise into a rewarding leadership position? This supervisor role offers the chance to combine your industry knowledge with people development skills, supporting a network of ambitious mortgage advisers as they grow their businesses and achieve their professional goals. Company Overview This company stands apart in the mortgage industry with a refreshingly honest approach - advisers keep 100% of their commissions with just a simple flat monthly fee. No hidden costs, no commission splits, no surprises. The role Step into a role where your mortgage industry experience becomes the foundation for developing others. Based in Wilmslow with hybrid flexibility, you'll be the trusted coach and mentor for a portfolio of self-employed mortgage advisers. This isn't about micromanagement - it's about empowering professionals to reach their potential through structured support, training identification, and performance coaching. Primary responsibilities:Conduct regular one-to-one coaching sessions with network advisers to review performance and identify growth opportunitiesMonitor adviser KPIs and work collaboratively to develop strategies for improvement and business growthAssess individual training needs and coordinate appropriate development programmesProvide technical mortgage guidance and support complex case scenarios when requiredBuild strong working relationships with advisers, understanding their business goals and personal motivationsCollaborate with internal teams to ensure advisers receive comprehensive business supportEssential skills and experience:Solid background within banking, mortgage lending, or mortgage advisory roles with deep industry understandingExperience working with mortgage products, compliance requirements, and lending criteria across multiple providersNatural coaching abilities with demonstrated experience in people development or mentoringStrong interpersonal skills with the ability to build trust and rapport with diverse personalitiesUnderstanding of self-employed business challenges and what drives adviser successExcellent communication skills with the confidence to challenge constructively whilst remaining supportiveWhy this role matters You'll be working with advisers who've chosen independence and business ownership - they're motivated, ambitious professionals who value the guidance of someone who truly understands their world. Your expertise becomes their competitive advantage, and their success becomes your professional achievement. It's a role that combines technical knowledge with people skills in a uniquely rewarding way. What we offer:Competitive salary £25,000 - £35,000 depending on experience and backgroundHybrid working arrangements with excellent Wilmslow office facilitiesComprehensive benefits package including pension contributions and professional development opportunitiesOpportunity to influence business growth and adviser success across a thriving networkClear career progression pathway within an expanding, successful organisationAccess to ongoing industry training and networking eventsWork Permissions You must have the right to work in the United Kingdom. Visa sponsorship is not available at this time.....Read more...
Outstanding opportunity for an ambitious sales professional to drive growth within the thriving mortgage advisory sector Are you ready to make a real impact in the financial services industry? Step into a dynamic role where your sales expertise will directly contribute to expanding one of the UK's most supportive mortgage networks, helping qualified advisers discover a business model that truly puts their success first. Company Overview This company stands apart in the mortgage industry with a refreshingly honest approach - advisers keep 100% of their commissions with just a simple flat monthly fee. No hidden costs, no commission splits, no surprises. The role This is where relationship building meets results driven sales. You'll be the vital link connecting qualified mortgage advisers with an opportunity that could transform their earning potential. Working from the modern Wilmslow office (with hybrid flexibility available), you'll drive the recruitment of self employed mortgage advisers who value independence, competitive earnings, and comprehensive support. Primary responsibilities:Identify and engage qualified mortgage advisers seeking better commission structures and network supportConduct consultative sales conversations to understand adviser needs and present the unique value propositionBuild and maintain a robust pipeline of potential network candidates through various channelsGuide prospects through the entire recruitment process from initial enquiry to network joiningDevelop relationships with industry professionals and maintain ongoing dialogue with warm prospectsCollaborate with the internal team to ensure smooth onboarding experiences for new network membersEssential skills and experience:Proven track record in B2B sales, ideally within financial services or professional recruitmentNatural relationship builder with exceptional communication and listening skillsExperience working with self-employed professionals or understanding of adviser motivationsTarget-driven mindset with demonstrated ability to manage sales pipelines effectivelyProfessional telephone manner and confidence in consultative selling approachesKnowledge of mortgage industry beneficial but full training provided for the right candidateWhy this role matters The mortgage advisory landscape is evolving rapidly, and advisers are increasingly seeking networks that offer genuine value and transparency. You'll be introducing them to a business model that eliminates commission splits and hidden fees - a proposition that genuinely improves their earning potential. Your success directly impacts both adviser livelihoods and the continued growth of an established, respected network. What we offer:Competitive base salary with uncapped commission structure - suitable for multiple experience levelsComprehensive training programme covering network benefits, compliance requirements, and sales techniquesHybrid working arrangements with modern office facilities in desirable Wilmslow locationOpportunity to build relationships within a supportive, close-knit professional communityClear progression pathway within a growing, successful organisationAccess to ongoing professional development and industry eventsWork Permissions You must have the right to work in the United Kingdom. Visa sponsorship is not available at this time.....Read more...
Build and maintain effective relationships with all new and existing clients
Progress and update cases with clients, lenders, providers, conveyancers and estate agencies and deal with queries on a particular mortgage case at all stages of the process from successful DIP through to legal completion and beyond
Ensure timely, accurate and appropriate responses to telephone calls, tasks, enquiries or correspondence from clients, lenders or conveyancers
Liaise with mortgage advisers, apprising them of the progress of specific mortgage cases and seeking to resolve any queries arising
Liaising with directors and escalating any specific problems for discussion and resolution
Work within prescribed procedures and compliance practices
Input, update and maintain mortgage data so that systems and files accurately reflect the current position at all times
Produce written correspondence and documents using standard forms
Manage 360 task and workflow system to monitor cases and progress and chase as appropriate
Produce monthly reporting to the Directors of the business
Administer the compliance registers of the firm
Build and maintain relationship with network and keep abreast of new procedures and compliance directives
Keeping company and adviser files up to date
Ad hoc administrative tasks as and when required (i.e. - taking notes in meetings, scanning documents)
Training:Level 3 Financial Services Administrator apprenticeship standard.
The Financial Services Administrator apprenticeship is ideal for learners beginning an entry level role in the financial sector.
As an entry level role, this apprenticeship provides the foundation knowledge, skills and experience for progression along a number of career paths. The qualified apprentice will be prepared for advancement to positions including senior administrator, mortgage adviser and financial adviser roles.
Key Learning Outcomes:
A broad understanding of the financial services sector
An understanding of the role of the appropriate regulatory bodies
The importance of relationship building with clients and colleagues
Understanding of processes and procedures relevant to the role
How to develop commercial awareness
Building skills and capabilities within an organisation
Professional Qualifications:
CeMAP (UKFR) module 1 - awarded by The London Institute of Banking and Finance (LIBF)
Completion of CeMAP module 1 will provide a solid foundation for the learner and can lead on to progression to study in other areas
To help prepare the apprentice for the professional qualification, Apprentices are provided with Simply Academy’s qualification resource package, alongside a structured study plan supported by a series of live revision sessions with our qualified tutors
The apprentice is assigned a dedicated experienced mentor to guide them through the programme. Regular scheduled interactions with the apprentice ensure they are developing the Knowledge, Skills and Behaviours required to become competent in the role
Training Outcome:Once completed the apprenticeship there is the opportunity of progression into becoming a full-time mortgage adviser. Further training would be provided.Employer Description:We are a dynamic Mortgage Brokers, Established in 2019, managing case files, within prescribed timescales and focusing on achieving excellent customer service at all times.
Our founding directors have over 50 years combined experience.Working Hours :Monday to Friday 9.00am - 5.30pmSkills: Communication skills,Attention to detail,Organisation skills,Initiative,Concientious/hardworking....Read more...
