Perfect role for an experienced mortgage professional looking to shape the next generation of advisers through coaching and development Ready to transition your mortgage expertise into a rewarding leadership position? This supervisor role offers the chance to combine your industry knowledge with people development skills, supporting a network of ambitious mortgage advisers as they grow their businesses and achieve their professional goals. Company Overview This company stands apart in the mortgage industry with a refreshingly honest approach - advisers keep 100% of their commissions with just a simple flat monthly fee. No hidden costs, no commission splits, no surprises. The role Step into a role where your mortgage industry experience becomes the foundation for developing others. Based in Wilmslow with hybrid flexibility, you'll be the trusted coach and mentor for a portfolio of self-employed mortgage advisers. This isn't about micromanagement - it's about empowering professionals to reach their potential through structured support, training identification, and performance coaching. Primary responsibilities:Conduct regular one-to-one coaching sessions with network advisers to review performance and identify growth opportunitiesMonitor adviser KPIs and work collaboratively to develop strategies for improvement and business growthAssess individual training needs and coordinate appropriate development programmesProvide technical mortgage guidance and support complex case scenarios when requiredBuild strong working relationships with advisers, understanding their business goals and personal motivationsCollaborate with internal teams to ensure advisers receive comprehensive business supportEssential skills and experience:Solid background within banking, mortgage lending, or mortgage advisory roles with deep industry understandingExperience working with mortgage products, compliance requirements, and lending criteria across multiple providersNatural coaching abilities with demonstrated experience in people development or mentoringStrong interpersonal skills with the ability to build trust and rapport with diverse personalitiesUnderstanding of self-employed business challenges and what drives adviser successExcellent communication skills with the confidence to challenge constructively whilst remaining supportiveWhy this role matters You'll be working with advisers who've chosen independence and business ownership - they're motivated, ambitious professionals who value the guidance of someone who truly understands their world. Your expertise becomes their competitive advantage, and their success becomes your professional achievement. It's a role that combines technical knowledge with people skills in a uniquely rewarding way. What we offer:Competitive salary £25,000 - £35,000 depending on experience and backgroundHybrid working arrangements with excellent Wilmslow office facilitiesComprehensive benefits package including pension contributions and professional development opportunitiesOpportunity to influence business growth and adviser success across a thriving networkClear career progression pathway within an expanding, successful organisationAccess to ongoing industry training and networking eventsWork Permissions You must have the right to work in the United Kingdom. Visa sponsorship is not available at this time.....Read more...
Outstanding opportunity for an ambitious sales professional to drive growth within the thriving mortgage advisory sector Are you ready to make a real impact in the financial services industry? Step into a dynamic role where your sales expertise will directly contribute to expanding one of the UK's most supportive mortgage networks, helping qualified advisers discover a business model that truly puts their success first. Company Overview This company stands apart in the mortgage industry with a refreshingly honest approach - advisers keep 100% of their commissions with just a simple flat monthly fee. No hidden costs, no commission splits, no surprises. The role This is where relationship building meets results driven sales. You'll be the vital link connecting qualified mortgage advisers with an opportunity that could transform their earning potential. Working from the modern Wilmslow office (with hybrid flexibility available), you'll drive the recruitment of self employed mortgage advisers who value independence, competitive earnings, and comprehensive support. Primary responsibilities:Identify and engage qualified mortgage advisers seeking better commission structures and network supportConduct consultative sales conversations to understand adviser needs and present the unique value propositionBuild and maintain a robust pipeline of potential network candidates through various channelsGuide prospects through the entire recruitment process from initial enquiry to network joiningDevelop relationships with industry professionals and maintain ongoing dialogue with warm prospectsCollaborate with the internal team to ensure smooth onboarding experiences for new network membersEssential skills and experience:Proven track record in B2B sales, ideally within financial services or professional recruitmentNatural relationship builder with exceptional communication and listening skillsExperience working with self-employed professionals or understanding of adviser motivationsTarget-driven mindset with demonstrated ability to manage sales pipelines effectivelyProfessional telephone manner and confidence in consultative selling approachesKnowledge of mortgage industry beneficial but full training provided for the right candidateWhy this role matters The mortgage advisory landscape is evolving rapidly, and advisers are increasingly seeking networks that offer genuine value and transparency. You'll be introducing them to a business model that eliminates commission splits and hidden fees - a proposition that genuinely improves their earning potential. Your success directly impacts both adviser livelihoods and the continued growth of an established, respected network. What we offer:Competitive base salary with uncapped commission structure - suitable for multiple experience levelsComprehensive training programme covering network benefits, compliance requirements, and sales techniquesHybrid working arrangements with modern office facilities in desirable Wilmslow locationOpportunity to build relationships within a supportive, close-knit professional communityClear progression pathway within a growing, successful organisationAccess to ongoing professional development and industry eventsWork Permissions You must have the right to work in the United Kingdom. Visa sponsorship is not available at this time.....Read more...
As an Admin Assistant/Report Writer Apprentice, you’ll play a vital role in supporting their advisers and ensuring their client processes run smoothly. This is a fantastic opportunity to gain experience in financial services administration while developing your report writing and professional skills.
Prepare suitability reports and documentation for mortgage applications and financial advice cases
Support advisers with client preparation and review packs
Chase and upload documents from clients onto the system
Input data into client management software
Chase providers and lenders for case updates
Input invoices and payments into the system
Perform other general administrative tasks around the office
Training:Level 3 Apprenticeship in Business Administration consisting of:
Level 3 Apprenticeship in Business Administration
Level 2 Functional Skills in Mathematics (if applicable)
Level 2 Functional Skills in English (if applicable)
You will be required to attend a half-day session with HBTC where you will work towards any functional skills (where needed) that you have to take. Additional off the job training will also be required as part of the Apprenticeship. There will also be an end point assessment.Training Outcome:After the Apprenticeship, there may be an opportunity for you to advance in the workplace or go on to higher education.Employer Description:Humba offers expert advice in both mortgages and financial planning, providing personalised solutions to meet customers' needs.Working Hours :Monday to Friday, between 9am - 5pm.Skills: Communication skills,IT skills,Attention to detail,Organisation skills,Customer care skills,Problem solving skills,Administrative skills,Team working,Initiative....Read more...
