Mortgage & Financial Services – Coaching and Development Opportunity

Location: Surrey / Horsham
💰 Salary: £42,500 per annum + £2,500 performance bonus
🚗 Car Allowance: £4,000 per annum
🕒 Working Pattern: Monday–Friday, with regular evening work, occasional weekends and some flexibility for home working.

The Opportunity

An exciting opportunity has arisen to join a growing and ambitious financial services business, supporting the development, confidence and success of its Mortgage Advisors.

Working across a wide geographical area, you will play a key role in welcoming and developing new recruits, coaching established advisors and driving improvements in performance, productivity and customer outcomes.

This is an excellent opportunity for an experienced mortgage professional who is passionate about coaching, developing people and helping a business achieve its growth ambitions.

Benefits

* 33 days annual leave, plus an additional day off for your birthday

* Holiday commission

* Company pension

* Life insurance

* Company rewards and incentives

* Structured career progression

* Employee assistance programme

* Paid entry fees for charity events

Key Responsibilities

* Deliver onboarding and induction support for newly recruited Mortgage Advisors.

* Coach and develop existing advisors to improve performance, productivity and protection penetration.

* Conduct observations, KPI reviews, development reviews and provide ongoing CPD support.

* Ensure the Training and Competence (T&C) framework is delivered consistently and effectively.

* Support branch integration and the successful development of new recruits.

* Share best practice and contribute to the continuous improvement of sales processes.

* Provide performance insights, reporting and recommendations to support business decisions.

* Work closely with senior management, regional managers, training and compliance teams.

About You

* CeMAP qualified or equivalent.

* Experience within mortgage advice or financial services.

* Previous experience in coaching, mentoring, onboarding or performance management.

* A strong understanding of Training and Competence (T&C) frameworks.

* Excellent communication and relationship-building skills.

* Highly organised, self-motivated and comfortable working under pressure.

* Passionate about developing people and improving business performance.

* Full UK driving licence and willingness to travel across a wide geographical area.

Why Join?

You'll be joining a growing business that genuinely values its people and customers, with excellent employee feedback and a strong commitment to community and charitable initiatives.

With a competitive salary, performance-related bonus, generous benefits and a clear career development structure, this is an opportunity to make a real difference while progressing your own career.

Interested? Apply today to find out more about this exciting opportunity