At a Glance
- Tasks: Lead and support a team of mortgage advisors while driving sales and revenue.
- Company: Join Connells Group, a leading estate agency with over 1,250 branches across the UK.
- Benefits: Enjoy competitive OTE of £75k, professional development, and a supportive work culture.
- Why this job: Step into management and make a real impact in a dynamic financial services environment.
- Qualifications: Two years in financial services, ideally with experience as a Senior Mortgage Advisor.
- Other info: We celebrate diversity and encourage applications from all backgrounds.
The predicted salary is between 45000 - 75000 £ per year.
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 £75k.
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 fulfill 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.
Mortgage Services Development Manager employer: Countrywide Mortgage Services
Contact Detail:
Countrywide Mortgage Services Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Mortgage Services Development Manager
✨Tip Number 1
Network with current Mortgage Advisors and managers within the industry. Attend relevant financial services events or webinars to connect with professionals who can provide insights into the role and potentially refer you.
✨Tip Number 2
Familiarise yourself with the latest trends in mortgage products and compliance regulations. This knowledge will not only boost your confidence but also demonstrate your commitment to staying updated in the field during interviews.
✨Tip Number 3
Consider seeking mentorship from someone already in a management position within mortgage services. They can offer valuable advice on transitioning from an advisor role to a managerial one, helping you prepare for the responsibilities you'll face.
✨Tip Number 4
Prepare to showcase your leadership skills by volunteering for training sessions or coaching opportunities in your current role. Highlighting these experiences will strengthen your application and show your readiness for a management position.
We think you need these skills to ace Mortgage Services Development Manager
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in financial services, particularly your time as a Mortgage Advisor. Emphasise any supervisory roles or mentoring experiences you've had, as this is crucial for the Mortgage Services Development Manager position.
Craft a Compelling Cover Letter: In your cover letter, express your enthusiasm for transitioning into a management role. Discuss how your skills in communication, organisation, and negotiation make you a strong candidate for supporting and developing less experienced colleagues.
Showcase Relevant Qualifications: Clearly list your relevant qualifications, such as the Certificate in Financial Planning or CeMAP. Mention any ongoing professional development that demonstrates your commitment to staying updated with industry trends and compliance regulations.
Highlight Sales Achievements: Provide specific examples of your sales achievements and how you've maximised business opportunities in your previous roles. This will help demonstrate your track record in a sales environment, which is essential for this position.
How to prepare for a job interview at Countrywide Mortgage Services
✨Showcase Your Knowledge of Financial Products
Make sure to brush up on your knowledge of core financial services products, especially mortgages and related services. Be prepared to discuss how these products work and how they can benefit clients, as this will demonstrate your expertise and readiness for the role.
✨Demonstrate Leadership Potential
As a Mortgage Services Development Manager, you'll be supporting and developing less experienced colleagues. Share examples from your past where you've successfully coached or mentored others, highlighting your ability to motivate and influence.
✨Prepare for Scenario-Based Questions
Expect questions that assess your problem-solving and negotiation skills. Prepare scenarios where you had to identify client needs and deliver positive outcomes, showcasing your analytical abilities and customer-focused approach.
✨Highlight Your Sales Achievements
Since the role involves achieving revenue and product sales, be ready to discuss your track record in sales. Use specific metrics or examples to illustrate your success in a customer-facing environment, which will help establish your credibility.