Mortgage Performance and Development Manager

Mortgage Performance and Development Manager

Salary: £42,500 basic

Bonus: £2,500 performance bonus

Car Allowance: £4,000

Location: Sussex, Surrey & Hampshire

Hours: Monday–Friday, with occasional Saturdays and evenings

We are recruiting an experienced Mortgage Performance and Development Manager to support a high‑performing Financial Services division during a period of continued growth. This newly created role is designed to strengthen advisor capability, enhance onboarding, and drive consistent performance across multiple branches.

As the Mortgage Performance and Development Manager, you will work closely with regional leadership to coach, develop, and support Mortgage Advisors, ensuring they operate confidently within a structured T&C framework. You will play a key role in embedding new recruits, improving productivity, and elevating overall advisor performance.

Key Responsibilities

Deliver onboarding and induction training for new Mortgage Advisors

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

Conduct observations, KPI reviews, development reviews and CPD support

Support branch integration and help embed new starters

Share best practice and contribute to continuous improvement of sales processes

Provide insight, reporting and recommendations to support performance decisions

Collaborate with regional managers, compliance teams and training leads

Requirements

CEMAP qualified (or equivalent)

Experience in coaching, onboarding or performance management

Strong relationship‑building skills

Confident working within a T&C framework

Highly organised, resilient and able to thrive under pressure

Full UK driving licence

Why This Role Stands Out:

This Mortgage Performance and Development Manager position offers autonomy, influence, and the opportunity to shape advisor success across a wide geographical area. You will be joining a business that values professional development, structured progression, and high standards of customer service.

If you are a motivated Mortgage Performance and Development Manager seeking a role where you can genuinely impact advisor capability and business performance, we would welcome your application.

Kings Permanent Recruitment for Estate Agents and Financial Services Professionals hits 19 years of successful trading. A milestone to be proud of...

Kings Permanent Recruitment for Estate Agents is a "Specialist Estate Agency Recruitment Service" dealing with the placement of Estate Agents and Letting Agents into permanent positions within the Residential Estate Agency Property sector.

We cover all specialties of recruitment to include Residential Sales and Lettings, Property and Block Management to include Lettings Coordinators / Progressors, Inventory Clerks, Financial Services to include Mortgage Advisors, Independent Financial Advisors, Protection and Financial Services Administrators, Paraplanning, Land and New Homes and Secretarial / Administration / PA’s.

Visit Kings Permanent Recruitment for Estate Agents website for online Estate Agency vacancies.

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