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Training & Academy Manager (Mortgages)

Do you want to build and run a market leading Mortgage Advisor Academy? Do you have experience in designing, developing & delivering sales training alongside management and professional development? If you use initiative and work hard, relish the opportunity to be a key part in building an amazing academy, with a proven record of success, then you may be just what they are looking for.


Our client is one of the UKs top specialist mortgage brokers, helping thousands of customers find mortgages in a variety of complex scenarios. Their philosophy is to ensure brokers sell effectively and compliantly and are well supported by administrative staff to achieve higher business levels than their competitors.


Their goal is to become the number 1 specialist mortgage brokerage in the UK, and a go-to for lender distribution of new products and initiatives. With ambitious plans to grow over the next 3 years, they now require an experienced and driven sales trainer to run their new Broker Academy.


They have an exciting and rewarding opportunity for the right individual to take ownership over the planning, design. development and delivery of a new mortgage advisor academy. This is a role that, for the right individual, will be as rewarding as they come. They have an abundance of mortgage leads, a proven blueprint for amazing results, and require a training and development machine capable of supporting their ambitious plans for growth, on-boarding numerous new advisors every month (4-6 roughly), as well as the planning and delivery of training material to existing advisors to increase performance.


You will be responsible for handling Broker Sales Training, where you will ensure all staff fully understand and emulate their vision and core values whilst being required to design & deliver various core induction and ongoing training modules to ensure complete understanding of the sales and administration processes before advisors are released into the wild, which will include all systems & technology training, sales training (scripts, roleplays, processing, observations) and compliance training (processes and procedures)


You will also head up the Academy Management, which will require you to manage improving and tailoring existing training material to fit a more streamlined process of on-boarding new advisors, Planning and scheduling core training modules, supporting with recruitment, on-boarding & inductions of new advisors (liaising with recruitment companies / direct enquiries) as well as statistical analysis (ability to use/learn CRM reporting) to support the performance management of the team to meet core KPIs (based on targeted bonuses)


To be considered for this role experience of working within both financial services and regulated environments is essential as is experience of training development and delivery within this environment. You will need to demonstrate high levels of confidence when communicating and delivering information to large groups of people with the ability to take training from concept through to design, delivery and ongoing monitoring. Experience of coaching individuals is desirable but not essential


Salary on offer is £30-38k depending on experience.



If you would like to discuss these opportunities in more detail, please contact Kieran Boyle at CKB Recruitment - General Insurance & Financial Services Recruitment


Location: Derby | Salary: £30000 - £38000 per year | Job Type: Permanent | Posted: 16/04/2018