At a Glance
- Tasks: Develop and coach Mortgage Advisors to enhance their skills and performance.
- Company: Leading estate agency and financial services business with a strong reputation.
- Benefits: 33 days' leave, birthday off, pension, life insurance, and career development.
- Other info: Dynamic environment with opportunities for career growth and community support.
- Why this job: Shape a new role and make a real impact on advisor development.
- Qualifications: CeMAP qualification and experience in coaching or performance management.
The predicted salary is between 40000 - 50000 £ per year.
Our client is one of the South East's leading estate agency and financial services businesses, with an established reputation for delivering exceptional customer service and outstanding results. Their Financial Services division continues to grow, helping thousands of customers each year with expert mortgage and protection advice through a network of highly successful branches. People are at the heart of everything they do and they invest heavily in developing their colleagues, providing clear career pathways, industry-leading support, and a culture where success is recognised and celebrated. With excellent employee engagement and a strong commitment to supporting local communities and charities, they are proud to be a business where people build long-term careers.
About the Role
This is a brand-new role created to support the continued growth and success of our Financial Services division. As Performance & Development Manager, you will play a vital role in developing both new and experienced Mortgage Advisors, ensuring they have the skills, confidence, and support to thrive. From delivering engaging onboarding programmes to coaching established advisors, you will work within our Training & Competency (T&C) framework to drive performance, improve customer outcomes, and embed best practice across the business. Working closely with Area Mortgage Managers, the Financial Services Director, Training Manager and Compliance team, you will help create a high-performing, customer-focused culture where people are empowered to succeed.
Key Responsibilities
- Deliver comprehensive onboarding and induction programmes for new Mortgage Advisors.
- Coach and develop existing advisors to improve performance, productivity, and protection penetration.
- Conduct observations, KPI reviews, development reviews, and Continuing Professional Development (CPD) support in line with the T&C framework.
- Support branch integration and help embed new recruits into the business.
- Share best practice and identify opportunities to improve sales performance and customer outcomes.
- Produce performance insight, reporting and recommendations to support management decision-making.
- Build strong working relationships with Area Mortgage Managers, the Financial Services Director, Training Manager and Compliance teams to ensure consistent standards across the region.
About You
You will be passionate about developing people and helping individuals achieve their full potential. You will be confident coaching others, providing constructive feedback and driving continuous improvement. You will also bring:
- CeMAP qualification (or equivalent).
- Previous experience in coaching, learning and development, onboarding, or performance management, ideally within Financial Services.
- A sound understanding of the Training & Competency (T&C) framework.
- Excellent communication and relationship-building skills.
- Strong organisational and time management abilities.
- The confidence to influence and support colleagues at all levels.
- The ability to travel extensively across Surrey, Sussex, and Hampshire.
- A full UK driving licence.
Benefits
- 33 days' annual leave, plus an extra day off for your birthday
- Holiday commission
- Company pension
- Life insurance
- Company rewards and incentives
- Structured career development
- Employee Assistance Programme
- Paid entry fees for charity events
Why Join Our Client?
This is a fantastic opportunity to shape a newly created role within a growing Financial Services business. You will have the chance to make a genuine impact on the development of their advisors, influence business performance and help create an environment where people can build rewarding and successful careers. If you are enthusiastic about developing talent, driving high performance, and making a real difference, we would love to hear from you.
Performance & Development Manager in Arundel employer: U and P Recruitment Ltd
U and P Recruitment Ltd is an excellent employer that values its employees by offering a competitive salary and an attractive commission structure, allowing for significant earning potential. The work culture promotes motivation and customer focus, providing opportunities for personal and professional growth in the vibrant community of Bexhill-on-Sea. With a commitment to exceptional customer service, employees can thrive in a supportive environment that encourages collaboration and success.
StudySmarter Expert Advice🤫
We think this is how you could land Performance & Development Manager in Arundel
✨Tip Number 1: Tap Into Professional Networks
The finance world loves a good connection, so jump into industry-specific groups on platforms like LinkedIn where you can find discussions on financial controlling. Engaging in these communities can expose you to hidden job leads that aren't openly advertised!
✨Tip Number 2: Attend Finance Events and Conferences
Make it a mission to attend finance-related events and conferences, even virtual ones! This is a golden opportunity to network face-to-face with people from companies like U and P Recruitment Ltd. You never know who might be your next boss or a crucial contact!
✨Tip Number 3: Showcase Your Expertise
Consider writing articles or sharing insights related to financial controlling or industry trends. Publish these on platforms like LinkedIn to establish yourself as a knowledgeable player in the field. This not only increases your visibility but also catches the attention of recruiters from U and P Recruitment Ltd.
✨Tip Number 4: Apply Directly on Company Websites
Since you're going for a full-time gig, don't forget to keep an eye on the careers page of companies you're interested in, like U and P Recruitment Ltd. Many companies prefer candidates who apply through their website as it shows genuine interest and makes your application stand out!
We think you need these skills to ace Performance & Development Manager in Arundel
Some tips for your application 🫡
Show Off Your Numbers Game:In financial controlling, detail is everything! Make sure your CV showcases your proficiency with numbers—highlight any relevant experience in budgeting, forecasting, or working with financial software. Quantifying your past achievements will make you stand out, so don’t be shy about flaunting those impressive percentages or cost savings you've implemented.
Tailored Cover Letter is Key:Your cover letter is a chance to shine, especially for a full-time role. Use it to express your genuine interest in U and P Recruitment Ltd and the specific impact you hope to make in financial controlling. Mention any relevant qualifications or experiences that align with the company’s goals, and don’t forget to show that you're ready for a long-term commitment!
Certifications Matter:List relevant certifications such as ACCA or CIMA on your CV. These qualifications not only showcase your dedication to the field but also your technical competence in financial principles. If you have any ongoing training or courses, make sure to mention those as well to demonstrate your commitment to continual learning in financial controlling.
Don’t Overlook Soft Skills:While numbers are crucial, so are those soft skills! Financial controllers need strong communication and analytical reasoning abilities. We recommend embedding examples of these skills in your CV and cover letter, like how you’ve successfully delivered financial reports to stakeholders or collaborated with teams to improve processes. Let’s show U and P Recruitment Ltd how you can be a team player!
How to prepare for a job interview at U and P Recruitment Ltd
✨Brush Up on Technical Skills
Make sure you're comfortable with key financial concepts, especially around forecasting, budgeting, and variance analysis. Sometimes, interviewers may throw in technical questions or case studies, so practicing these types of scenarios will help you shine!
✨Showcase Your Financial Acumen
If you've had experience with specific financial software like SAP or Oracle, make it known! Be ready to discuss how you used these tools to improve processes or reporting, as this hands-on knowledge can really set you apart in a full-time role with U and P Recruitment Ltd.
✨Know Your Numbers
In full-time interviews, especially in financial controlling, be prepared for numerical reasoning tests or questions. Brush up on your mental maths and understand how to interpret and analyse financial statements on the spot, as this may come up during the assessment.
✨Connect with Company Goals
Familiarise yourself with U and P Recruitment Ltd's financial objectives and any recent developments. During the interview, try to weave your understanding of their business model and challenges into your answers—this shows your genuine interest and alignment with their goals!
