Get new jobs for this search by email

Financial Services Sales Manager

A rare and exciting opportunity to join a market leading firm as a Financial Services Area Manager.
 
You will have overall responsibility for multiple branches throughout The West Midlands.
To be successful in managing one of the top performing areas of the business, you will be driven, ambitious and have a can do attitude. This role has huge potential for growth and development and could be a real career starter for the right individual.
The role will see you effectively retain, recruit, train and manage a team of Mortgage Consultants with all levels of experience, providing an effective and efficient mortgage advisory service to customers in line with company policies. The successful candidate will also receive ongoing support and training throughout their career with us to help achieve their business objectives.
 
Key responsibilities
 
·Develop a team of Mortgage Consultants to achieve their personal business objectives and specific performance and quality standards set by the company.
·Support the recruitment, development and retention of Mortgage Consultants in line with the Company’s recruitment plan.
·Work closely with your team members to ensure that a robust set of processes are in place to efficiently sales progress pipeline business and deliver a consistent high quality customer service that will produce the pipeline conversion and business retention objectives required by the business.
·In conjunction with the Divisional Mortgage Services Director, implement, monitor and evaluate business plans to achieve the required growth in revenue from a range of income streams.
·Ensure that team members maintain best practice and adhere to all relevant legislation, promoting a consistent, high quality, customer-focused approach to business processes ensuring that the principles of Treating Customers Fairly are adhered to at all times.
·Create the culture and environment to support the Group’s core objective of delivering fair outcomes for all of our customers in all aspects of our dealings with them.
·Work closely with the Divisional Mortgage Services Director and the Training Team to continually review the training & development needs of team members.
·Deliver a challenging and rewarding environment which encourages staff to continually add value, improve ways of working and develop and grow personally.
 
Your experience
·CeMAP qualification (or industry recognised equivalent) is a must have.
·Proven track record of being a sales leader with Mortgage services.
·Excellent level of technical and e-commerce knowledge particularly relevant to the housing and mortgage market.
·Experience in leading, developing, motivating and influencing sales people in a customer facing environment.
·An excellent knowledge of Financial Services core products i.e. Mortgages, Life Assurance, Critical Illness, Income Protection and Buildings & Contents Insurance.
·An understanding of the culture and style of the Financial Conduct Authority (FCA) and the scope of Conduct Risk and how business models should be based on a foundation of fair treatment of customers at all times.
·Working knowledge of how to identify and maximise business opportunities within the estate agency environment.
·Working knowledge of all legislation impacting on a Financial Services business, specifically a mortgage & protection business.
·A good level of technical and e-commerce knowledge in order to train Mortgage Consultants to promote our services efficiently and effectively using a mortgage sourcing software solution.
 

Mortgage Advisor

Our client is a highly established and reputable Independent, multi branched Estate Agency, who pride themselves on focused professionalism and excellent local knowledge.
 
They are currently seeking a Mortgage and Protection Adviser for their Mortgage Services team.
 
The successful Mortgage and Protection Adviser will be maximising all new business opportunities generated for potential applicants, buyers and sellers, ensuring compliance, identifying business prospects and adhering to compliance.
 
This role is based in SW London and you will be covering their branches in Balham, Southfields and Streatham.
 
The successful Mortgage and Protection Adviser will:
·Have experience in a Mortgages role
·Be comfortable working in a fast, paced environment
·CeMAP or equivalent qualified  
·Ideally Drive and have your own car
 
Job Summary:
·To maximise all new business opportunities from all opportunities generated within the branch for all potential applicants, buyers and sellers.
·To be effective in following up all new and existing business leads generated from the above including those from their existing client bank.
·To ensure compliance with the sales process, operating procedures, and advice standards, and the performance management system, using I.T solutions whenever possible to improve the efficiency of our service.
·The target is to do business with at least 3 clients per week with a product mix of at least 50 % life insurance and general insurance sales to mortgage sales. The annual banked income target for a full time adviser is £110,000.00
·To assist in the training and motivation of the branch staff to encourage appropriate lead generation to the  Mortgage Services, and to self generate leads from missed opportunities
·Collect, record accurately and update all client information and assess client’s needs, matching with appropriate Mortgage Products, Protection and General Insurance products, and at all times Treating Customers Fairly in accordance with the company’s policy on TCF.
·To comply with and observe the Financial Services and Markets Act 2000, all rules made pursuant to the Act by the Financial Conduct Authority (FCA), applying to the Mortgage and Protection Business carried on by Mortgage Services, the Data Protection Act and all other compliance regulations.
 
If you are successful with my client you will be offered an attractive benefits package to include:
·£23-25K basic salary depending on your experience
·£3k Travel allowance
·Realistic OTE £40-45K
·Inspirational training
·Exciting career opportunities
·Other fantastic benefits including discounts on their benefits site
 
Hours Of work -
·9.30 to 6pm – 5 days a week including some Saturdays.
 
 
 
 

Mortgage Advisor

This lucrative opportunity is available to a Cemap Qualified mortgage advisor in the Telford area, with the hunger to thrive and succeed in what is a very competitive market with potential OTE of £45,000pa.
 
Having a driven personality and providing professional customer service will ensure that this is a great opportunity, which is provided with an endless supply of warm leads on a day to day basis.
 
 
The successful Mortgage Advisor must:
·Thorough knowledge of the mortgage market place
·Currently involved in providing mortgage services and advice
·CeMAP (or equivalent) Qualified
·Skilled at cross selling opportunities
·Smart & well-presented
·Excellent telephone manner and superb inter-personal skills
·Ambitious and self-motivated
·The ability to thrive in a pressurised environment
·Previous experience in the property sector helpful
·Full UK driving license and own car
 
Benefits include:
·Competitive Basic Salary
·Uncapped commission structure
·Back office support
 
If you have the ability required and would like to work for the best, then please apply now.
 
 

Mortgage Advisor

This lucrative opportunity is available to a Cemap Qualified mortgage advisor in the Wolverhampton area, with the hunger to thrive and succeed in what is a very competitive market with potential OTE of £45,000pa.
 
Having a driven personality and providing professional customer service will ensure that this is a great opportunity, which is provided with an endless supply of warm leads on a day to day basis.
 
 
The successful Mortgage Advisor must:
·Thorough knowledge of the mortgage market place
·Currently involved in providing mortgage services and advice
·CeMAP (or equivalent) Qualified
·Skilled at cross selling opportunities
·Smart & well-presented
·Excellent telephone manner and superb inter-personal skills
·Ambitious and self-motivated
·The ability to thrive in a pressurised environment
·Previous experience in the property sector helpful
·Full UK driving license and own car
 
Benefits include:
·Competitive Basic Salary
·Uncapped commission structure
·Back office support
 
If you have the ability required and would like to work for the best, then please apply now.
 
 

Get new jobs for this search by email