Mortgage Services Development Manager

5 months ago


Wirral, United Kingdom Countrywide Mortgage Services Full time

Mortgage Services Development Manager

This is an excellent opportunity for an existing Mortgage Advisor to take their first step into a management role after approx. 12 to 18 months with an OTE: £65k

Purpose:

To provide assistance with Supervisory responsibilities to the Mortgage Services Sales Manager as appropriate, as well as achieve revenue and product sales as a Mortgage Advisor.

Responsibilities of a Mortgage Services Development Manager:

Support and develop less experienced colleagues. Supervisory support (all aspects of T & C requirements) of a number of mortgage advisors, as agreed with Sales Manager

Functional Knowledge Required:

An excellent knowledge of Financial Services core products i.e. Mortgages, Life Assurance, Critical Illness, Income Protection and Buildings & Contents Insurance Knowledge of all house purchase/move related secondary services such as Conveyancing and Estate Agency operations generally. A good level of technical and e-commerce knowledge to promote the services of the group efficiently and effectively. A knowledge of all Financial Services compliance rules and regulations, specific to a mortgage & protection business An understanding of working within a Training and Competence framework, coupled with a complete understanding of the requirements of the Group T & C Scheme Skills Excellent communication skills A demonstrably good track record in a sales and customer facing environment. Strong organisation skills – ability to plan and self-organise. Strong negotiation and influencing skills. Ability to identify and maximise potential business opportunities. An aptitude to coach and motivate others (specifically business generation) Ability to identify and analyse client needs effectively in order to deliver good customer outcomes.

Background, Experience and Qualifications

Two years financial services experience, with ideally nine months as a Senior Mortgage Advisor Have demonstrated a consistent performance in respect of business production and quality. Awareness of latest products and market developments Relevant Professional qualifications to fulfil the role e.g. Certificate in Financial Planning, Certificate in Mortgage advice and practice (CeMAP) or industry recognised industry equivalent.

Any internal applicants must inform their line manager.

Countrywide Mortgage Services are part of the Connells Group , one of the largest and most successful estate agency and property services providers in the UK. Founded in 1936 and with a network over 1,250 branches, the Group combines residential sales and lettings expertise with a range of services including new homes , mortgage services , surveying , conveyancing and more

Connells Group UK is an equal opportunities employer and positively encourages applications from suitably qualified and eligible candidates regardless of sex, race, disability, age, sexual orientation, transgender status, religion or belief, marital status, or pregnancy and maternity.

MS01706



  • Wirral, United Kingdom Concept Mortgages Full time

    **Mortgage Process Administrator** **Salary**: £25k Heswall, Wirral **Responsibilities** - Correct mistakes and investigate inconsistencies - Act as point of contact between lender underwriting departments and clients - Conduct a final review of the file before to ensure all compliance documentation is present **Requirements**: - Experience as a...


  • wirral, United Kingdom Karl Tatler Estate Agents & Lettings Full time

    Job Description Job Title: Mortgage and Protection Advisor Location: Moreton, Wirral Opportunity Type: Full Time, Permanent Salary: £42,000 OTE Year one - increasing thereafter Advert Start Date: 12/11/2024 Advert End Date: 26/11/2024 ALL ABOUT US At Karl Tatler Financial Services we believe in being innovative, creative and dedicated in order to...


  • Wirral, United Kingdom Karl Tatler Estate Agents & Lettings Full time

    Job Title: Mortgage and Protection AdvisorLocation: Moreton, WirralOpportunity Type: Full Time, PermanentSalary: £42,000 OTE Year one - increasing thereafterAdvert Start Date: 12/11/2024Advert End Date: 26/11/2024 ALL ABOUT USAt Karl Tatler Financial Services we believe in being innovative, creative and dedicated in order to offer the very best in mortgage...


  • Wirral, United Kingdom Karl Tatler Estate Agents & Lettings Full time

    Job Title: Mortgage and Protection AdvisorLocation: Moreton, WirralOpportunity Type: Full Time, PermanentSalary: £42,000 OTE Year one - increasing thereafterAdvert Start Date: 12/11/2024Advert End Date: 26/11/2024 ALL ABOUT USAt Karl Tatler Financial Services we believe in being innovative, creative and dedicated in order to offer the very best in mortgage...


  • Wirral, United Kingdom Karl Tatler Estate Agents & Lettings Full time

    Job Description Job Title: Mortgage and Protection Advisor Location: Moreton, Wirral Opportunity Type: Full Time, Permanent Salary: £42,000 OTE Year one - increasing thereafter Advert Start Date: 12/11/2024 Advert End Date: 26/11/2024 ALL ABOUT US At Karl Tatler Financial Services we believe in being innovative, creative and dedicated in order to...


  • Wirral, United Kingdom Karl Tatler Estate Agents & Lettings Full time

    Job Title: Mortgage and Protection AdvisorLocation: Moreton, WirralOpportunity Type: Full Time, PermanentSalary: £42,000 OTE Year one - increasing thereafterAdvert Start Date: 12/11/2024Advert End Date: 26/11/2024 ALL ABOUT USAt Karl Tatler Financial Services we believe in being innovative, creative and dedicated in order to offer the very best in mortgage...


  • Wirral, UK, Cheshire, United Kingdom Karl Tatler Estate Agents & Lettings Full time

    Job Title: Mortgage and Protection AdvisorLocation: Moreton, WirralOpportunity Type: Full Time, PermanentSalary: £42,000 OTE Year one - increasing thereafterAdvert Start Date: 12/11/2024Advert End Date: 26/11/2024 ALL ABOUT USAt Karl Tatler Financial Services we believe in being innovative, creative and dedicated in order to offer the very best in mortgage...


  • Wirral, United Kingdom The Business Connection Full time

    Business Development Manager Field-based £60,000 + bonus + car allowance Working for this established and growing organisation, the Business Development Manager will work closely with the Commercial Director and Head of Sales, to achieve sales and business targets as directed and pro-actively identify and develop new accounts within a specified sector...


  • Wirral, United Kingdom CV-Library Full time

    Business Development Manager Field-based £60,000 + bonus + car allowance Working for this established and growing organisation, the Business Development Manager will work closely with the Commercial Director and Head of Sales, to achieve sales and business targets as directed and pro-actively identify and develop new accounts within a specified...


  • Wirral, United Kingdom Connells Group Full time

    Connells Group have a great opportunity for a customer service professional to join their busy client accounts team in Moreton, Merseyside. Our **Customer Service Advisors **provide support services to all Lettings Branches, Landlords and Tenants. Their aim is to provide a service which surpasses all customer expectations. **You will be responsible...


  • Wirral, United Kingdom Connells Group Full time

    We are looking for a highly motivated **Customer Service Advisor **to complement our fantastic team in our Lettings Support Center based in Wirral, Birkenhead, CH41 5BX. As our **Customer Service Advisor** you will provide **property management** and **tenancy administration** support services to branches, landlords and tenants. **What’s in it for...


  • Wirral, United Kingdom Connells Group Full time

    We are looking for a highly motivated **Customer Service Advisor **to complement our fantastic team in our Lettings Support Centre based in Wirral, Birkenhead, CH41 5BX. As our **Customer Service Advisor** you will provide **property management** and **tenancy administration** support services to branches, landlords and tenants. **What’s in it for...


  • Wirral, United Kingdom Sequence Full time

    Apprentice Property Services Advisor Are you a driven and enthusiastic individual looking to kick-start your career in Estate Agency and Property ? If you're eager to gain hands-on experience in the property industry and have a passion for delivering exceptional customer service, then this apprenticeship opportunity is perfect for you! As an ...


  • Wirral, United Kingdom Jones & Chapman Full time

    Customer Service Advisor We are looking for a highly motivated Customer Service Advisor to complement our fantastic team in our Lettings Support Centre based in Wirral, Birkenhead, CH41 5BX. As our Customer Service Advisor you will provide property management and tenancy administration support services to branches, landlords and tenants. ...

  • Mortgage Administrator

    6 months ago


    Wirral, United Kingdom Endeavour Mortgages Full time

    Job Overview: **Duties**: - Liaising with solicitors, estate agents, lenders, insurers and clients - Assisting with basic financial tasks such as invoicing and expense tracking - Maintaining accurate records and databases - Coordinating meetings and appointments, including booking venues and arranging refreshments - Supporting the team with administrative...

  • Insurance Agent

    6 months ago


    Wirral, United Kingdom Mortgage & Insurance Needs Full time

    **Life Insurance Agent - Wirral - £24,000 - £30,000 OTE** **Want to work for MAIN?** We are on the lookout for a Life Insurance Agent to join our growing business and be part of an exciting journey. **Salary & Benefits** - £24,000 - £28,000 per annum £30,000 OTE - Bonus structure - Training and opportunities for career progression - 26 days annual...


  • Wirral, United Kingdom Total Staff Services Full time

    Total Staff Services are currently recruiting for a Customer Service & Export Administrator (Polish Speaking) on behalf of one of our clients. This is a permanent role and will involve an interview process directly with our client. You will be based within the Customer Services Team and your key responsibilities will include liaising with transport...


  • Wirral, United Kingdom The Business Connection Group Full time

    Our client, a well-established and well known commercial waste management company, is currently recruiting for a Business Development Manager (B2B) to join their motivated sales team on a permanent basis to further drive the company’s success in the Wirral and Chester region. Benefits · Competitive Commission Structure· Company car · Fuel card ·...


  • Wirral, United Kingdom Brook Street Social Care Full time

    Brook Street Social Care are proud to be working with an established and large supported living service covering all of Wirral and Cheshire for both mental health and learning difficulties and disabilities. Role: Deputy Service Manager Sector: Learning Difficulties/Disabilities - Complex Needs Location: Wirral Salary: £25,500 per annum, dependent on...


  • Wirral, United Kingdom CV-Library Full time

    Brook Street Social Care are proud to be working with an established and large supported living service covering all of Wirral and Cheshire for both mental health and learning difficulties and disabilities. Role: Deputy Service Manager Sector: Learning Difficulties/Disabilities - Complex Needs Location: Wirral Salary: £25,500 per annum, dependent...