Mortgage and Protection Skills Trainer

Mortgage and Protection Skills Trainer

Full-Time 35000 - 45000 £ / year (est.) No home office possible
Go Premium
Stonebridge - Mortgage & Insurance Network

At a Glance

  • Tasks: Coach and mentor advisers to enhance their skills in mortgage and protection sales.
  • Company: Join Stonebridge Mortgage Solutions, a leading UK mortgage network with a supportive culture.
  • Benefits: Enjoy competitive salary, hybrid working, free meals, and generous leave policies.
  • 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.

The predicted salary is between 35000 - 45000 £ per year.

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 1,300 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.

Our Benefits

  • 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 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.

Our ideal candidate

  • 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.

How To Apply

If you’re ready to develop adviser skills and make a real impact, apply today and join Stonebridge Mortgage Solutions Ltd. 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 - Mortgage & Insurance Network

At Stonebridge Mortgage Solutions Ltd, we pride ourselves on fostering a collaborative and supportive work environment that empowers our employees to thrive. With a strong focus on professional development, we offer extensive training opportunities, competitive benefits, and a culture that values openness and innovation. Join us in our vibrant office where you can enjoy hybrid working, free meals, and dedicated time for personal wellbeing while making a meaningful impact on the success of our advisers.
Stonebridge - Mortgage & Insurance Network

Contact Detail:

Stonebridge - Mortgage & Insurance Network Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Mortgage and Protection Skills Trainer

✨Tip Number 1

Network like a pro! Reach out to your connections in the mortgage and protection industry. Attend events, webinars, or even local meet-ups. The more people you know, the better your chances of landing that Skills Development Manager role.

✨Tip Number 2

Show off your coaching skills! When you get the chance to chat with potential employers, share specific examples of how you've helped others develop their skills. This will demonstrate your ability to make a real impact on adviser success.

✨Tip Number 3

Prepare for those interviews! Research Stonebridge Mortgage Solutions Ltd and understand their culture and values. Be ready to discuss how your experience aligns with their mission to support advisers and enhance client conversations.

✨Tip Number 4

Apply through our website! It’s the best way to ensure your application gets noticed. Plus, it shows you're genuinely interested in joining our team and making a difference in the mortgage and protection sector.

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

CeMAP Qualification
Coaching Skills
Mentoring Skills
Facilitation Skills
Presentation Skills
Communication Skills
Interpersonal Skills
Performance Reporting
Learning Systems Familiarity
Relationship Building
Sales Development Programme Delivery
Induction and Training Module Delivery
Problem-Solving Skills
Adaptability

Some tips for your application 🫡

Show Off Your Skills: Make sure to highlight your CeMAP qualification and any relevant adviser experience in your application. We want to see how your skills align with the role, so don’t hold back!

Be Personal: When writing your application, let your personality shine through! We love a bit of character, so share your passion for coaching and mentoring in a way that feels authentic to you.

Tailor Your Application: Take a moment to read through the job description and tailor your application accordingly. Mention specific responsibilities or values that resonate with you — it shows us you’re genuinely interested!

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 this exciting opportunity with Stonebridge.

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

✨Know Your Stuff

Make sure you brush up on your CeMAP qualifications and any recent adviser experience. Be ready to discuss specific scenarios where you've successfully coached or mentored others, as this will show your practical understanding of the role.

✨Showcase Your Coaching Skills

Prepare examples of how you've delivered training or mentoring in the past. Think about the methods you used and the outcomes achieved. This will demonstrate your ability to enhance adviser skills and confidence, which is key for the role.

✨Understand the Company Culture

Familiarise yourself with Stonebridge Mortgage Solutions Ltd's values and culture. Highlight how your approach aligns with their collaborative and people-focused ethos during the interview. This shows you're not just a fit for the role, but for the team too.

✨Ask Insightful Questions

Prepare thoughtful questions about the Sales Development Programme and how success is measured within the team. This not only shows your interest in the position but also your proactive attitude towards contributing to adviser success.

Mortgage and Protection Skills Trainer
Stonebridge - Mortgage & Insurance Network
Go Premium

Land your dream job quicker with Premium

You’re marked as a top applicant with our partner companies
Individual CV and cover letter feedback including tailoring to specific job roles
Be among the first applications for new jobs with our AI application
1:1 support and career advice from our career coaches
Go Premium

Money-back if you don't land a job in 6-months

>