Mortgage Adviser Team Leader

Mortgage Adviser - Team Leader

Location: Hammersmith

We're looking to speak with a great Mortgage Advice Team Leaders to join our client based in Hammersmith to support and lead or mortgage advisers to deliver excellent customer experience

alongside delivering quality mortgage advice.

As you will also be giving mortgage advice, you will be well placed to

get insight from customers and understand how they are responding to our new

venture. You'll be sat within a growing team and able to share your

feedback and recommendations with them so that we all constantly improve.


  • Lead, coach and develop of circa 8 mortgage advisers creating an atmosphere
  • in which they can flourish
  • Act as a whole of market mortgage guru (e.g. product, lender & criteria
  • knowledge) and be the bump up person if cases get stuck.
  • Carry out one to one meetings with your advisers
  • Work with T&C Manager to 'coach up’ any CAS performance gaps
  • Lead team training sessions both informal and formal
  • Oversee the update to all training and process manuals
  • Identify future talent and support them to reach their full potential
  • Work collaboratively with the Product and Tech Dev teams to build a customer

proposition that is what our customers want

  • Seek to automate operational inefficiencies & track success factors
  • Collate, analyse and challenge case and adviser MI to constantly raise the

performance bar

  • Assist the COO with building out the Operational Control Framework within the

mortgage adviser team

  • Support customers with mortgage advice, recommending products based on
  • their individual circumstances
  • Gain valuable customer feedback and insight, which will shape how we grow as

a business

  • Drive us to do brilliantly for our customers, influence and inspire those around

you to do the same

  • Ensure your use of systems is excellent, you show great attention to detail and

adherence to compliance standards

  • Maintain your professional qualifications and industry knowledge


  • CeMAP 1, 2 and 3
  • Previous team leader/manager experience will be a distinct advantage
  • Full mortgage qualification and competent status achieved within 2 years of

entering a Financial Services sales role

  • Good aptitude for numbers and comfortable working with data, evidenced by

academic qualifications (ideally)

  • High ethical standards and motivation to adhere to compliance standards
  • Massive customer focus and drive to put the customer at the heart of all you do
  • Strong drive and great work ethic
  • Brilliant communication standards and ability to engage with customers and


  • Passion for this venture and contributing to its success


Competitive salary 45-50K, private healthcare, pension scheme, 25 days holiday

(plus, bank holidays), an onsite subsidised cafe, social events and great training

Required skills

  • Financial Services
  • Management
  • Management Skills
  • Mortgage Advisor
  • Mortgage Broker

Application question

are you experienced in managing mortgage brokers?

Reference: 34592051

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