This is a fantastic opportunity to join a well-established company that prides itself on providing an exceptional service to all its customers!
You will oversee the day-to-day operations of the advisor teams ensuring targets are met. You will also manage team productivity, maintain key relationships, and provide support to advisors.
You will also be responsible for overseeing the progression team ensuring KPIs are met whilst driving continuous improvements across the board.
Responsibilities:
-Conduct regular 1:1 performance and development meetings with Mortgage Advisors to review pipeline, performance metrics, conversion rates, and individual targets
-Lead team meetings to drive performance, communicate business updates and maintain engagement
-Deliver ongoing training and coaching to advisors
-Attend and contribute to board meetings, providing clear reporting on sales performance
-Oversee and manage QSM (Quality & Standards Monitoring), ensuring advice quality, regulatory compliance, and adherence to internal processes
-Represent the business at external meetings, maintaining strong lender and network relationships
-Conduct meetings with Lead Brokers to review introducer performance, pipeline activity, and business development opportunities
-Maintain regular catchups with Business Managers and Partners to strengthen relationships and identify growth opportunities
-Lead and coordinate marketing initiatives to drive lead generation and brand awareness
-Manage the onboarding process for new advisors
-Collaborate with the team to develop and implement strategies to improve KPI’s and
overall team performance
Candidate Attributes:
-Previous leadership or team management experience within a mortgage or financial services environment
-Strong understanding of FCA regulations, compliance frameworks, and quality assurance processes
-Confident conducting 1:1s & performance reviews
-Excellent stakeholder management skills
-Strong internal communicator across sales, compliance, and leadership teams
-Results-driven with strong attention to detail.
Hours: Monday – Friday, 9am – 5:30pm
Salary: OTE of up to £75k per annum + car allowance, free parking and a generous holiday allowance
Salary description
£75000.00 - £75000.00 per year