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- 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 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.
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 help you stand out during interviews but also demonstrate your commitment to staying updated in the field.
✨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, as well as tips on how to excel in the position.
✨Tip Number 4
Prepare to discuss specific examples of how you've supported and developed colleagues in your previous roles. Highlighting your coaching and mentoring experiences will show that you're ready for the supervisory responsibilities of this 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 as a Mortgage Advisor, focusing on your sales achievements and any supervisory roles you've held. Use specific metrics to demonstrate your success in the financial services sector.
Craft a Compelling Cover Letter: In your cover letter, express your enthusiasm for transitioning into a management role. Highlight your understanding of the responsibilities of a Mortgage Services Development Manager and how your skills align with the job requirements.
Showcase Relevant Qualifications: Mention any relevant professional qualifications such as CeMAP or other industry-recognised certifications. This will demonstrate your commitment to the field and your readiness for the role.
Prepare for Potential Questions: Anticipate questions related to your experience in coaching and motivating others, as well as your knowledge of compliance rules in the financial services sector. Prepare examples that showcase your skills in these areas.
How to prepare for a job interview at Countrywide Mortgage Services
✨Showcase Your Knowledge
Make sure to demonstrate your excellent knowledge of financial services core products, especially mortgages and related services. Be prepared to discuss recent market developments and how they impact the role.
✨Highlight Your Supervisory Skills
Since this role involves supporting less experienced colleagues, share examples of how you've successfully coached or mentored others in the past. This will show your aptitude for leadership and development.
✨Prepare for Scenario Questions
Expect questions that assess your ability to identify client needs and deliver good customer outcomes. Prepare specific scenarios where you successfully maximised business opportunities or resolved client issues.
✨Demonstrate Strong Communication Skills
As communication is key in this role, practice articulating your thoughts clearly and confidently. Use examples from your experience to illustrate your strong negotiation and influencing skills.
