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We are thrilled to partner with an award-winning client, currently seeking an exceptional Mortgage Sales Manager to lead, grow, and develop a dynamic team of Mortgage Brokers. This is a prime opportunity for a motivated individual to take their career to the next level in a vibrant and supportive environment. Job Title: Mortgage Sales Manager &amp; Account Manager for Key Introducer Relationships Location: Hybrid (2-3 days on-site, remainder WFH) Salary: 50,000 - 56,000 including OTE Benefits: Excellent benefits package Mortgage Sales Manager Role Overview: As a Mortgage Sales Manager, you will be at the forefront of driving performance and standards across designated accounts. Your primary responsibilities include fostering strong relationships, ensuring team accountability, and managing resources effectively. Your role will be pivotal in delivering success through effective leadership and strategic planning. Mortgage Sales Manager Key Responsibilities: Performance and Relationship Management: Delivering Targets: Achieve and exceed performance standards for designated accounts, ensuring strong branch presence and attendance at daily branch meetings. Building Relationships: Establish and nurture effective relationships with accounts, providing timely reporting and Management Information (MI) to Introducers. Team Accountability: Ensure the sales team builds strong relationships with branches and holds responsibility for their account targets. Resource Management: Strategically manage resources and succession planning to maintain sufficient adviser coverage for Introducers. Adviser Performance: Oversee the performance of advisers, focusing on conversion rates, protection penetration, and achieving written and banked targets. Mortgage Sales Manager General Responsibilities: Weekly Operating Rhythm: Implement the weekly sales management rhythm, including 1-1s, team meetings, and sales management sessions. Adviser Check-ins: Conduct weekly 1-1 check-ins to review business pledges, protection appointments, and process issues. Team Meetings: Lead weekly team meetings to motivate, challenge, and drive performance. Daily Performance Updates: Provide daily updates to the team to ensure targets are met and performance is optimized. Individual Management: Manage advisers to meet their minimum business expectations. Process Oversight: Support administrative processes and ensure advisers adhere to company standards. Training and Support: Train and support new advisers, and recruit to manage attrition and performance. MI/Reporting: Deliver accurate and timely MI/reporting to Introducers. Branch Visits: Visit introducer branches to support and develop adviser relationships. Lead Management: Ensure timely handling of leads and adequate adviser coverage at branches. Branch Engagement: Ensure advisers actively participate in branch meetings and development activities to maximize lead quality and quantity. Mortgage Sales Manager Qualifications and Skills: Proven experience in a mortgage sales management role within the mortgage industry. Strong leadership and team development skills. Excellent relationship-building abilities. Strategic thinker with strong resource management capabilities. Effective communication and motivational skills. Apply Now: Ready to take the next step in your career? Apply today!

Mortgage Sales Manager 

Are you an Administrator with experience in Financial services? Are you looking for a company with excellent training and career progression opportunities?! The company are a Financial Advice Intermediary incorporating Wealth management, pension, investment, mortgage planning and insurance advice The Financial Advisory business moved to the St. James’s Place network 6 years ago and are now one of the fastest growing businesses in the network that manage over 200m of client assets. The friendly and experienced team help clients achieve financial goals both today and, in the future, and the brokerage has built a culture of happy and motivated team members working with loyal clients who regard them as a safe pair of hands they can recommend to their friends and family with confidence. The office is busy but has great facilities to relax with a Pool Table, Break out area with TV and Café. The company socialise regularly. There is an annual overseas incentive. The company participates in regular charity work. Administrator role You will be an important member of the team providing administration support for the Wealth Advisors. Every member of our team plays a key role in the customer journey, we have a tight knit friendly culture of teamwork and shared responsibility. We want to reward and celebrate success and give people the opportunity to advance their careers for those willing to put in the energy and enthusiasm to achieve. Key responsibilities Providing administrative support across the business Completing basic suitability letters Maintaining and adding data to the back-office IT system Answering the telephone Scanning, photocopying and verifying documents Answering and replying to emails Liaising with clients Full Training will be given in order to complete the above duties to the best of your ability. Ideally, we are seeking somebody who has experience of processing new business within a financial services role. The Administrator Package Hours 8:30am - 5pm (Mon-Fri) 22,500 - 25,000 Bonus 25 Days holiday Career progression Administrator desired skills and experience Previous experience of working in the financial services sector IT Literate Exceptional attention to detail Good communication skills &amp; polite telephone manner Ambitious Great interpersonal skills Self-motivated and be highly motivated and organised Think that this role is right for you? Contact us to arrange a call, we’d love to find out more about you.

Administrator

Are you looking for your chance to move in to Business Development role with a specialist lender?! If you have Mortgage Industry experience we’d love to hear from you! About the Company The company has been built by an experienced team from a broad range of backgrounds who all recognise the enormous potential for new ideas in the UK financial services market. They take the best of their combined experience in product design, distribution, credit, finance, technology and operations to deliver exceptional value to customers and shareholders. The Internal Business Development Manager role The team are well positioned to realise its ambitions to become one of the leading bridging finance providers in the market, and the company are now looking an ambitious and driven sales person with experience in the mortgage industry to join their fast-paced team to play a pivotal part in the journey. As a Internal Business Development Manager, you will work with new as well as existing intermediaries, to provide support, guidance and develop a relationship with key partners. Using your influential capability, you will take ownership of the sales cycle from developing a prospect strategy, researching competitors through to carrying out prospecting activity and establishing long term relationships. Internal Business Development Manager Key responsibilities Identify regulated and unregulated bridging brokerages and intermediaries Onboard new brokerages / brokers Be an ambassador for the company and company’s products and services Be a primary contact for your client products questions and support Manage and maintain excellent relationships to maximise business opportunities Maintain accurate information on all communications Keep up to date on relevant regulatory legislation Internal Business Development Manager package Basic Salary 27k Annual individual and company performance bonus Office Based in Basingstoke 25 days holidays per year bank holidays Generous pension contribution Additional benefits Flexible working can be discussed on requirements Internal Business Development Manager desired skills and experience Background in the Mortgage industry Knowledge of Bridging Finance (Very desirable) Ability to build and maintain lasting relationships Experience working in a regulated environment Provide exceptional level of customer service Adept at generating and securing new business Proactive and ambitious A pragmatic problem solver Think that this role is right for you? Contact us to arrange a call, we’d love to find out more about you.

Internal Business Development Manager

Are you looking for your chance to move into an Underwriter role with a specialist lender?! If you have Mortgage Industry experience and outstanding case management skills, this is for you! About the Company The company has been built by an experienced team from a broad range of backgrounds who all recognise the enormous potential for new ideas in the UK financial services market. They take the best of their combined experience in product design, distribution, credit, finance, technology and operations to deliver exceptional value to customers and shareholders. Offering savings products designed to provide customers with consistent returns. Using those funds, they deliver unique mortgage solutions to help high net worth individuals and real estate investors to make the most out of their property assets. The Junior Underwriter role As a junior underwriter you will play a critical role in the lending process by assessing and evaluating mortgage applications to determine their creditworthiness and adherence to lending guidelines. You will analyse borrower information, financial documents, and property data to make informed decisions regarding loan approval and risk assessment. Junior Underwriter key Responsibilities: Review and analyse mortgage applications, including borrower financials, property details, and risk factors, to determine the feasibility of granting loans. Conduct thorough risk assessments by evaluating borrower creditworthiness, property valuation reports, rental income potential, and market trends, ensuring the viability and profitability of the investment. Ensure compliance with the company's lending policies, underwriting guidelines, and regulatory requirements throughout the mortgage underwriting process. Verify and validate borrower documentation, such as income statements, tax returns, bank statements, and legal agreements, to ensure accuracy and authenticity. Collaborate effectively with mortgage originators, borrowers, appraisers, solicitors, and other stakeholders to gather information, resolve discrepancies, and provide timely updates on loan decisions. Make informed decisions on mortgage applications based on thorough analysis, balancing risk factors, borrower qualifications, property value, and potential returns. Identify potential risks and propose risk mitigation strategies to minimize losses and protect the interests of the lending institution. The Junior Underwriter package Basic Salary 35k - 40k Annual individual and company performance bonus 25 days holidays per year bank holidays Generous pension contribution Additional benefits Career progression opportunity Junior Underwriter desired skill and experience Experienced in the Mortgage industry Ability to analyse financial statements, assess risk, and make informed lending decisions. Excellent attention to detail and accuracy in reviewing and verifying borrower documentation. Effective communication and interpersonal skills to collaborate with various stakeholders. Sound judgement and decision-making abilities, considering multiple factors and risk variables. Strong organizational skills to manage a high volume of mortgage applications within established timelines. Think that this role is right for you? Contact us to arrange a call, we’d love to find out more about you.