Job Description:

Are you passionate about developing people, improving performance and helping others achieve their potential?

We are working on an exciting opportunity for a brand-new Performance & Development Manager, supporting Mortgage Advisors across Sussex, Surrey and Hampshire.

This is a fantastic opportunity for an experienced Financial Services professional who enjoys coaching, mentoring and developing others, and who wants to make a real impact across a growing, high-performing business.

Our client is rightly proud of their strong customer reputation, with 5-star Trustpilot feedback, commitment to listening to colleagues, with 90%+ positive employee survey feedback.

🎯 About the role

This newly created position has been designed to elevate the confidence, capability and performance of our Mortgage Advisors.

You’ll play a key role in supporting new recruits through onboarding and induction, while coaching and developing experienced Advisors to achieve their next level of performance.

You’ll ensure our Training & Competence (T&C) framework is delivered consistently and to the highest standard, whilst sharing best practice and helping us continually improve our Financial Services operation.

Key responsibilities

• Deliver onboarding and induction support for new Mortgage Advisors

• Coach and develop existing Advisors to improve performance, productivity and protection penetration

• Conduct observations, KPI reviews and development reviews

• Provide CPD support within the T&C framework

• Support branch integration and help new recruits settle successfully into their roles

• Share best practice across the business

• Contribute to the continuous improvement of sales processes

• Provide performance insight, reporting and recommendations

• Work closely with Area Mortgage Managers, the Financial Services Director, Training Manager and Home in One Compliance

👤 About you

We’re looking for someone who is genuinely motivated by developing people and driving performance.

You’ll ideally have:

• CeMAP qualification or equivalent

• Experience in coaching, onboarding or performance management

• Financial Services experience, ideally within mortgages

• Excellent relationship-building and communication skills

• Confidence working within a T&C framework

• Strong organisation and time-management skills

• A positive, proactive approach and strong work ethic

• The ability to work effectively under pressure

• A full driving licence

You’ll need to be comfortable travelling regularly across Surrey, Sussex and Hampshire, with occasional evening and weekend work. The role is primarily office-based with travel across a wide geographical area, alongside occasional home working.

This is a fantastic opportunity to join a growing Financial Services business where people development really matters.

You’ll have the opportunity to shape a brand-new role, influence the performance of Mortgage Advisors across the region and play an important part in the continued growth of the business.

If you’re an experienced coach, mentor or Financial Services professional who gets genuine satisfaction from seeing others succeed, we’d love to hear from you.