At a Glance
- Tasks: Train and mentor advisers to enhance their skills in mortgage and protection sales.
- Company: Join a leading mortgage network with a supportive and collaborative culture.
- Benefits: Enjoy competitive salary, hybrid working, and generous leave policies.
- Other info: Diverse workplace committed to equality and personal growth opportunities.
- Why this job: Make a real impact by helping advisers succeed and improve client conversations.
- Qualifications: CeMAP qualified with strong coaching and communication skills.
The predicted salary is between 35000 - 45000 £ per year.
About us
At Stonebridge Mortgage Solutions Ltd, we’re one of the UK’s leading mortgage and protection networks, supporting over 1,400 professional advisers nationwide. We deliver exceptional support, systems, and regulatory expertise, all underpinned by a collaborative and people-focused culture. Our success comes from our people — their insight, professionalism, and drive to make things better, dare to be different, and, most importantly, make our customers' lives easier.
At Stonebridge, we believe great work deserves great rewards. You’ll enjoy:
- A great company culture built on openness, collaboration, and support.
- Competitive salary and performance-related bonus (non-contractual).
- 22 days annual leave plus your birthday off, and up to 3 additional days for length of service.
- Company pension with optional matched contributions up to 1.5%.
- Hybrid or remote working.
- Free breakfast, lunch, snacks, and drinks when working in our offices.
- 2 volunteering days and 1 team volunteering day each year.
- 2 half-days of paid ‘me time’ to support mental and physical wellbeing.
- Employee engagement activities, recognition schemes, and retail discounts.
- Salary sacrifice schemes (home tech, cycle to work, pension).
- Gym subsidy, company sick pay, and EAP support.
- Option to buy up to 5 extra days’ holiday.
- £500 employee referral scheme.
- Death in service cover and critical illness insurance cover.
The role
You’ll work closely with the Protection Account Manager and Sales team to help advisers enhance client conversations, sell mortgage and protection solutions effectively, and achieve their business targets. The role combines structured programme delivery, ad hoc coaching, and mentoring — both online and face-to-face — to develop adviser skills and confidence.
Key Responsibilities
- Deliver the Sales Development Programme to new and existing advisers.
- Provide coaching and mentoring to embed best practices.
- Support initiatives to increase protection policy sales.
- Deliver induction and training modules for new advisers.
- Build and maintain effective relationships with Product Providers.
Requirements
- CeMAP qualified with recent adviser experience.
- Strong facilitation and presentation skills.
- Coaching, mentoring, or leadership experience/aptitude.
- Excellent communication and interpersonal skills.
- Comfortable with performance reporting and learning systems.
- Able to fully satisfy the pre‑employment screening process, which comprises our code of conduct, right to work, identity, 5 years referencing, AML, credit screen, financial sanctions and DBS checks.
Individuals with different cultures, perspectives and experiences are at the heart of the way Stonebridge works. We are committed to equality of opportunity and welcome applications from everyone regardless of age, disability, sex, gender reassignment, sexual orientation, pregnancy and maternity, race, religion or belief, marriage and civil partnerships, and ex-offenders.
Mortgage and Protection Skills Trainer in Essex employer: Stonebridge Group - Mortgage & Insurance Network
At Stonebridge Mortgage Solutions Ltd, we pride ourselves on being a leading employer in the mortgage and protection sector, offering a vibrant work culture that champions collaboration and support. Our commitment to employee wellbeing is reflected in our generous benefits package, including flexible working options, extensive leave entitlements, and opportunities for personal and professional growth. Join us in a role where your contributions truly matter, and be part of a team that values diversity and innovation in making a positive impact on our clients' lives.
Contact Details:
Stonebridge Group - Mortgage & Insurance Network Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Mortgage and Protection Skills Trainer in Essex
✨Tip Number 1
Network like a pro! Reach out to current employees at Stonebridge on LinkedIn or through mutual connections. A friendly chat can give you insider info and might just get your foot in the door.
✨Tip Number 2
Prepare for the interview by practising common questions related to training and mentoring. We want to see how you can enhance adviser skills, so think of examples from your past experiences that showcase your coaching abilities.
✨Tip Number 3
Show off your passion for helping others! During interviews, share stories about how you've made a difference in previous roles. This aligns perfectly with our people-focused culture at Stonebridge.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, it shows you’re genuinely interested in being part of our team.
We think you need these skills to ace Mortgage and Protection Skills Trainer in Essex
Some tips for your application 🫡
Show Your Passion:When writing your application, let your enthusiasm for the role shine through! We want to see how much you care about helping advisers and making a difference in their lives. Share your experiences that align with our values and culture.
Tailor Your CV:Make sure your CV is tailored specifically for the Mortgage and Protection Skills Trainer role. Highlight relevant skills, experiences, and achievements that demonstrate your ability to deliver training and support advisers effectively. We love seeing how you can fit into our team!
Be Clear and Concise:Keep your application clear and to the point. Use straightforward language and avoid jargon where possible. We appreciate a well-structured application that makes it easy for us to see your qualifications and potential contributions.
Apply Through Our Website:Don’t forget to apply through our website! It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it shows you’re keen on joining our fantastic team at Stonebridge!
How to prepare for a job interview at Stonebridge Group - Mortgage & Insurance Network
✨Know Your Stuff
Make sure you’re well-versed in mortgage and protection solutions. Brush up on the latest trends and regulations in the industry, as well as Stonebridge's specific offerings. This will show your passion and commitment to the role.
✨Showcase Your Coaching Skills
Since the role involves mentoring and coaching advisers, prepare examples of how you've successfully trained or supported others in the past. Highlight your facilitation and presentation skills to demonstrate your ability to engage and inspire.
✨Build Rapport
During the interview, focus on building a connection with your interviewers. Use active listening and ask insightful questions about their culture and values. This will help you stand out as someone who aligns with their collaborative and people-focused ethos.
✨Prepare for Performance Metrics
Be ready to discuss how you’ve used performance reporting and learning systems in previous roles. Share specific examples of how you’ve tracked progress and achieved targets, as this is crucial for the success of the advisers you'll be training.
