Mortgage and Protection Skills Trainer

Mortgage and Protection Skills Trainer

Full-Time On-site
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At a Glance

  • Tasks: Coach and mentor advisers to enhance their skills in mortgage and protection sales.
  • Company: Join Stonebridge Mortgage Solutions, a leading network with a supportive culture.
  • Benefits: Enjoy competitive salary, hybrid working, and 22 days annual leave plus your birthday off.
  • Other info: Dynamic environment with opportunities for personal and professional growth.
  • Why this job: Make a real impact on adviser success while developing your coaching skills.
  • Qualifications: CeMAP qualified with adviser experience and strong communication skills.

Are you CeMAP qualified with mortgage or protection adviser experience? Do you enjoy coaching, mentoring, and helping people develop their skills? Stonebridge Mortgage Solutions Ltd has an exciting opportunity for a Skills Development Manager to join our team full-time and make a real impact on adviser success.

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.
  • 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.

If you require any reasonable adjustments for any part of the recruitment process, please let our recruitment team know. 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 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 personal growth. Our commitment to employee wellbeing is evident through our generous benefits package, including competitive salaries, flexible working options, and numerous opportunities for professional development. Join us in our mission to empower advisers and make a meaningful impact in the lives of our customers while enjoying a supportive environment that values diversity and inclusion.

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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

✨Connect with Local Educational Institutions

Get involved with universities and colleges in your area, especially those that offer adult continuing education programmes. Attend open days or even guest lectures to network with faculty members and find out about potential job openings before they even get advertised.

✨Leverage Professional Education Networks

Join professional networks focused on adult education, such as the Adult Learning Australia or the International Society for Technology in Education. These communities often have job boards or can point you towards opportunities at places like Stonebridge Group - Mortgage & Insurance Network just waiting for the right candidate!

✨Showcase Your Passion for Lifelong Learning

In your interviews, share your own experiences and thoughts on lifelong learning. Highlight any courses or workshops you've taken recently to demonstrate your commitment to personal development and the importance of education. This is a big plus for roles in this field!

✨Apply Through Our Website

Don't forget to check out our careers page at Stonebridge Group - Mortgage & Insurance Network. Applying directly through our website not only makes your application stand out but also shows you're genuinely interested in joining us. We love seeing candidates who take that extra step.

We think you need these skills to ace Mortgage and Protection Skills Trainer

CeMAP Qualification
Mortgage Advising
Protection Advising
Coaching Skills
Mentoring Skills
Facilitation Skills
Presentation Skills

Some tips for your application 🫡

Highlight Your Experience in Education:When crafting your CV for the Mortgage and Protection Skills Trainer role, make sure to emphasise any relevant experience in adult or continuing education. This could be teaching credentials, training sessions you've facilitated, or programmes you’ve developed. The more specific you can be about your contributions and outcomes, the better!

Showcase Your Interpersonal Skills:In the adult continuing education sector, strong communication and interpersonal skills are key. Use your cover letter to share specific examples of how you’ve worked with diverse groups or handled different learning styles. Let us see how you've engaged learners—you’re selling your teaching style here!

Connect Your Passion to Our Mission:At Stonebridge Group - Mortgage & Insurance Network, we value candidates who resonate with our mission to empower lifelong learners. Make sure your cover letter reflects your passion for adult education and your alignment with our goals. A genuine connection can really make your application stand out!

Keep it Professional Yet Personable:While it’s important to maintain professionalism in your application, don’t be afraid to let your personality shine through. We’re looking for someone who can connect with our learners, so a friendly, approachable tone can help convey that vibe in your written materials. Apply through our website and let us see the real you!

How to prepare for a job interview at Stonebridge Group - Mortgage & Insurance Network

✨Showcase Your Passion for Lifelong Learning

When interviewing for a role in adult continuing education at Stonebridge Group - Mortgage & Insurance Network, it's super important to highlight your passion for lifelong learning. Share personal anecdotes or experiences that demonstrate your commitment to education and how you've fostered a love for learning in others – this is something hiring managers love to see!

✨Prepare for Adult Education Methodologies

Be ready to dive into your knowledge of andragogy and educational theories during the interview. Expect questions about how you would adapt your teaching styles for adult learners – think about specific strategies you’ve used in the past and be prepared to discuss how they positively impacted your students.

✨Discuss Your Experience with Diverse Learners

At Stonebridge Group - Mortgage & Insurance Network, you’ll likely encounter a diverse range of adult learners, so don’t shy away from discussing your experience with different demographics. Be prepared to share your successes in engaging learners from varied backgrounds, and how your approach has adapted to meet their unique needs.

✨Demonstrate Your Ability to Collaborate

Given that this is a full-time role, teamwork will be essential. Be ready to talk about your experiences working in collaborative settings, whether it be with fellow educators, administrators, or community partners. Highlight specific projects where your collaborative efforts contributed to successful educational outcomes.