Mortgage Manager

  • Shortlist
Location Coventry , West Midlands
Sector Financial Services
Salary £40,000 - £50,000 Per Annum
Type Permanent
Consultant Lucy Evans
Ref 59035

This is an exciting opportunity for a new Mortgage Manager to join a financial planning firm with a fantastic reputation.

You will be responsible for delivering the budget allocated to Mortgages and line manage the Mortgage Advisors, Case Handlers. You will also oversee the administration processes and will ensure your team provide professional financial advice and adhere to all FCA rules.


  • Manage the level of mortgage enquires, working together with the Sales Manager, Head of Financial Services and Marketing
  • Ensure new opportunities are triaged and achieve conversion targets
  • Own the re-mortgage process to deliver conversion targets
  • Responsible for the daily activity of advisors ensuring their diaries are at capacity target
  • Line Management of the mortgage team to achieve their KPI’s and Sales Targets
  • Provide Training, Development, Coaching and Supervision in accordance with the T&C plan
  • Recruitment and Induction of all Mortgage staff and owning the competency sign off process working alongside the firm’s Supervisor
  • Develop and evolve systems and processes to improve customer experience and efficiencies
  • Keep up to date with product knowledge and competitor and market analysis  
  • Maintain knowledge of internal processes and financial and regulatory legislation
  • Work closely with the compliance officer to report any risk and adhere to the T&C plan


  • Minimum 2 years’ experience of providing advice on mortgage services and products
  • Previous experience of working within a compliance regulated industry
  • Strong knowledge of mortgage products
  • Experience of manging/coaching a team
  • Experience of managing sales targets of advisors
  • Experience of managing advisor KPI’s

What next?

Apply today to be considered for this opportunity. If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client. In this discussion we will aim to identify your specific skills and motivations, and where appropriate recommend other relevant opportunities to you that match your requirements.

Additionally, refer a friend or colleague to us and receive £200 if we assist them in securing a new career.

Synonyms: Mortgage Sales Manager