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Mortgage and protection skills trainer

Basildon
STONEBRIDGE MORTGAGE SOLUTIONS LIMITED
Skills trainer
Posted: 5 August
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Job Description

We have an exciting opportunity for a

Job Description

We have an exciting opportunity for a Mortgage and Protection Skills Trainer (known internally as Skills Development Manager) The role involves delivering skills development training to small groups of mortgage and protection advisers, both online and to a lesser extent, delivering nationally face to face. You will join us on a full-time, permanent basis. The successful candidate will be CeMAP qualified and have previous adviser experience. The role can be hybrid working from our company headquarters at either Beeston or Basildon or the postiion can be based fully from home..

About Us

At Stonebridge, our employees tell us we are a great place to work. We are passionate about what we do, our people matter, their opinions, insights and enthusiasm are key to our success. We value and look after people, are big on employee wellbeing, we are socially and environmentally responsible and like to get involved in charity work. We consistently look for ways to create a better future, back each other and most importantly, to do the right thing.

Our Benefits


* Great company culture
* Competitive salary
* Performance related bonus (non contractual)
* Flexibility to work from home
* Free breakfast, lunch, fresh fruit snacks, hot and cold soft drinks when working in the office
* 2 days off per annum for charity / community volunteering
* 2 half days paid leave for 'me time' to support mental and physical wellbeing
* 1 day paid leave for 'team time' joining your team in a volunteering / community service activity
* Full programme of employee engagement activities
* Company reward and recognition schemes
* Discounts off online and high street shopping through our employee benefits platform
* Company sick pay
* Option to buy / sell up to 5 additional days annual leave
* Gym Subsidy
* Bike to work scheme
* Pension
* Employee Assistance Programme
* £500 employee referral scheme
* Death in service insurance cover
* Critical illness insurance cover

The role

The Skills Development Manager (SDM) plays a key role in enhancing the interviewing skills of Mortgage & Protection Advisers across the Stonebridge network and also driving initiatives that help the network grow its Income Per Adviser (IPA) targets. This role is dedicated to improving adviser effectiveness in client conversations, ensuring they have the knowledge, skills, and confidence to conduct high-quality interviews that lead to outstanding client outcomes and business growth.

Working closely with the Protection Account Manager (PAM) and the wider Sales team, the SDM helps advisers refine their approach to client discussions, equipping them with the techniques to identify client needs, overcome objections, and present tailored mortgage and protection solutions effectively.

The SDM delivers structured training, coaching, and mentoring, both as part of formal programmes and through ad hoc support. They also provide targeted coaching to advisers to embed best practices in sales, marketing techniques, and client engagement, helping to maximise protection policy sales alongside mortgage business.

Key Responsibilities

* Delivery of Sales Development Programme to new & existing advisers
* Provide ad hoc coaching and support to advisers to embed Stonebridge Sales Development Programme standards
* Deliver tactical activities as per Protection Acceleration Plan (furnishing advisers with skills to become more successful at selling protection products)
* Deliver Induction Programme module (sales training)
* Build and maintain effective working relationships with Stonebridge Product Providers

These are the primary responsibilities of the role, on which the individual will be assessed and their performance measured. From time to time they may be asked to undertake other activities to support the team/company overall. These will be defined by their line manager and the expected period/duration confirmed.

These responsibilities may be varied and/or expanded in line with business need in the future. This will be communicated in advance of any changes.

Our ideal candidate

* CeMAP qualified and current / recent adviser experience essential
* Excellent facilitation and presentation skills, with the ability to engage and inspire diverse audiences.
* Experience and / or a demonstrable aptitude and interest in coaching, mentoring, or leadership development.
* Exceptional communication and interpersonal skills, with the ability to build relationships and influence stakeholders at all levels.
* Strong analytical and problem-solving skills, with experience in performance measurement and reporting.
* Proficiency in or aptitude for learning and using learning management systems (LMS) and other training tools.
* Able to fully satisfy the pre-employment screening process which comprises of right to work, identity, 5 years referencing, AML, credit screen, financial sanctions and DBS check

How To Apply

Apply with CV. If you require any reasonable adjustments for any part of the recruitment process, please let our recruitment team know.

If you require any reasonable adjustments for any part of the recruitment process, please let our recruitment team know.

Individuals with different cultures, perspectives and experiences are at the heart of the way Stonebridge works. We are committed to equality of opportunity and welcome applications from everyone regardless of age, disability, sex, gender reassignment, sexual orientation, pregnancy and maternity, race, religion or belief, marriage and civil partnerships, and ex-offenders.


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