Performance & Development Manager

Cubitt & West

The Package

Salary: £42,500 & performance bonus of £2,500

Essential: A full driving license

Car Allowance: £4,000

Location: Covering branches across Surrey, Sussex & Hampshire

Work Pattern: 5 days a week (Monday-Friday: 08.30 start, Saturday: 09.00 start), office‑based with travel across a wide geographical area, regular evening work, occasional weekends, and occasional working from home

Benefits: 33 days paid holiday (plus an extra day off for your birthday), holiday commission, pension, life insurance, company rewards and incentives, structured career path, employee assistance scheme and paid entry fees for charity events!

This is a brand‑new role designed to elevate the confidence and success of our Mortgage Advisors. You'll guide new recruits through onboarding, support experienced advisors to reach new heights, and ensure our T&C framework is delivered to the highest standard - all while helping us continue to grow a high‑performing, customer‑focused Financial Services business.

What's in it for you?

Competitive salary with company car or allowance

A company that values both customers and colleagues (5* on Trustpilot)

A company that listens to staff, with 90% + positive feedback in surveys

A strong community focus, having raised millions for charity

The Job

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, development reviews and CPD support within the T&C framework

Support branch integration and help embed new recruits

Share best practice and contribute to continuous improvement of sales processes

Provide insight, reporting and recommendations to support performance decisions

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

The Person

Motivated by developing others and driving performance

CEMAP qualified or equivalent

Experienced in coaching, onboarding or performance management (Financial Services experience ideal)

Strong relationship-building skills

Confident working within a T&C framework

A solid work ethic, organised and the ability to thrive under pressure

Full driving license

About Us:
It's exciting times at Mortgage Matters! We're looking for talented Mortgage Advisors to join our growing team! Your Area Mortgage Manager will support your development, and you'll receive warm leads from estate agents, ensuring a steady stream of business. With full admin support, you can focus on what you do best-helping customers.

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