This is an excellent opportunity for an existing Mortgage Advisor to take their first step into a Management role. 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.
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.
- 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 clients' 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.
Equal Opportunities Statement Countrywide Mortgage Services 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.
- 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.
- 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 clients' needs effectively in order to deliver good customer outcomes., 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.
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Mortgage Development Manager employer: Countrywide plc
Join our dynamic team in Saint Leonards as a Conveyancer, where we prioritise a supportive work culture that fosters professional growth and collaboration. With benefits like a bonus scheme and group life assurance, we are committed to providing a rewarding environment for our employees. Here, you will have the opportunity to mentor others while handling diverse residential property transactions, making a meaningful impact in your role.
