Equity Release Team Manager (Leeds) £30,000 plus commission

Equity Release Team Manager (Leeds) £30,000 + commission
Another superb role from one of our top clients looking for an exceptional individual who will add real value to the business going forward

Reporting to the Head of Sales you will be based at the site in Leeds

Approachable, organised individual with a proven ability to embrace and develop a successful sales environment and an excellent motivator with the ability to lead and develop a successful team.  You should demonstrate excellent inter-personal and communication skills and have the ability to work with colleagues to offer solutions and support as necessary

ROLE PURPOSE To lead and support a team of Equity Release Advisors with the goal of achieving improved sales performance. Responsible for ensuring T& C requirements are achieved. Implementation of best practice and maintaining a productive and harmonious environment.

Mandatory qualifications include: 

Certificate in Financial planning/Certificate in Mortgage Advice (or equivalent)
Certificate in Equity Release (CF7 & HR1)

OR

Certificate in Mortgage Advice and Practice (CeMAP)
Certificate in Regulated Equity Release (CeRER)
Certificate in Regulated Equity Release (CeRER) (Home Reversion 'top-up’ unit) 
DESIRED

J07 Supervision in a regulated environment (or equivalent e.g. H15)

OR

Certificate in Supervising in a Regulated Environment (CeSRE)
SKILLS AND KNOWLEDGE 
MANDATORY
Evidence of sustained sales success and compliant practice
An understanding of the balance between individual goals and those of an organisation
Ability to analyse performance of a team or individual and implement appropriate changes to ensure.
Team orientated
First class communication skills
Strong performance management skills
Desirable qualifications include: 
Experience of managing/ coaching people In a regulated environment
Experience of telephone-based financial advising

Key outputs and objectives include: 

• Leading and directing a team of Advisors to ensure high levels of sales performance.
• Proactive inbound and outbound activity management.
• Motivating colleagues to maintain a productive and harmonious environment.
• Monitor and allocate leads as appropriate to ensure timely delivery of the sales process and excellence in customer service.
• Responsibility for day to day management of Advisor queries to ensure the smooth running of a productive team.
• Planning of Rota and Working Patterns in conjunction with the Department Manager and other Team Managers.
• Driving of targets and performance through regular data analysis and feedback meetings (TM Checklist) and formal performance management counselling as necessary.
• Supporting both Advisors and Administration in the daily management of application activity.
• Ensuring a compliant approach to commercial activity in conjunction with the Head of Compliance and the Training and Competence Manager.
• Participating in the planning and running of team incentives.
• Identification of training needs in conjunction with the Training and Competence Manager.  Monitor, support and review as necessary.
• Act as Coach/Mentor for Advisor development as necessary.
• Work closely with the Human Resouces Team to promote business practices and procedures in line with current legislation and best practice.
• Conducting formal Appraisal meetings to identify support and implement individual development plans.
• Manage staff relationships, promptly respond to queries and manage expectations.
• Ensure all HR matters are handled fairly and consistently in line with legal and company requirements to include disciplinary and grievance matters.
• Support and develop recruitment campaigns, including leading interviews and selection campaigns.
• Participating in the delivery of training courses as necessary.
• Working with the Management team to identify and highlight areas for improvement, communicating and implementing change where appropriate.
• Contribute to Marketing activity as necessary.
• Any additional Ad Hoc duties that may be required for time to time.

HOURS OF WORK 37.5 Per week (Hours of work will be flexible and dictated by the needs of the business, therefore it is expected that the successful applicant will work those hours necessary to successfully discharge the duties of the role).

Due to the amount of response we receive, unfortunately we are not able to give feedback to individuals, if you have not heard back within 5 days please assume that you have not been successful for the role you have applied for.

(Jo Holdsworth Recruitment)