Equity Release Team Manager

Equity Release Team Manager 

If you are a target driven self-starter with a passion to succeed, this could be the ideal role for you to start your career in Financial Services. 

Our client is a retirement solutions company based in Leeds 15 that only deal with clients over the age of 50. They offer a full range of solutions for their customers and they need more people to join their sales and service teams. 

Our client is a fun, but professional and dynamic place to work. They offer fantastic career opportunities, outstanding rewards, development and training all underpinned by their fantastic Partnership Academy where they work in partnership with you to develop your career through exam support and ongoing training programmes. 

Position: Equity Release Team Manager 
Location: Leeds, LS15 
Job Type: Full Time, Permanent 
Hours: Flexible, 37.5 hours per week 
Salary: Circa £35k plus uncapped commission 

About the role: 

As Team manager your job is to lead, support and motivate a team of Equity Release Advisors with the goal of achieving and exceeding sales targets. Responsible for coaching team collectively and individually to ensure sales targets are met and T & C standards are adhered to. 

Responsibilities: 

- Leading and directing a team of Advisors to ensure high levels of sales performance 
- Proactive management of inbound and outbound sale calls 
- Motivating colleagues to promote and maintain a productive and harmonious team environment 
- Monitor and allocate leads as appropriate to ensure timely delivery of the sales process and excellence in customer service 
- Responsibility for day to day management of Advisor queries to ensure the smooth running of a productive team 
- Planning of Rota and Working Patterns in conjunction with the Department Manager and other Team Managers to ensure optimum staffing levels at all times 
- Driving of targets and performance through monthly 1-2-1 meetings and formal performance management counselling as necessary 
- Supporting both Advisors and Administration in the daily management of application activity 
- Ensuring a compliant approach to commercial activity in conjunction with the Compliance and Risk Team 
- Ensuring feedback from monitoring is acted upon through coaching to improve compliance adherence and mitigate the risk of regulatory breaches 
- Participating in the planning and implementation of team incentives to drive sales performance and maintain team morale 
- Identification of individual and team training needs in conjunction with the Training Manager 
- Implement appropriate training solutions and review as necessary to ensure training has been effective 
- Act as Coach / Mentor for Advisors to improve performance of advisors of all levels of ability 
- Work closely with the Human Resources Team to promote consistent business practices and procedures in line with current legislation and best practice 
- Conducting formal Appraisal meetings to identify, support and implement individual development plans 
- Manage staff relationships, promptly respond to queries and manage expectations 
- Ensure all HR matters are handled fairly and consistently in line with legal and company requirements to include disciplinary and grievance matters 
- Support and develop recruitment campaigns, including leading interviews and selection campaigns 
- Participating in the delivery of training courses as necessary 
- Working with the Management team to identify and highlight areas for improvement in sales systems and processes, communicating and implementing change where appropriate 
- Contribute to Marketing activity as necessary 
- Other ad-hoc duties as and when required by the business 

About you: 

- Certificate in Financial planning / Certificate in Mortgage Advice (or equivalent) 
- Certificate in Equity Release (CF7 & HR1) or Certificate in Mortgage Advice and Practice (CeMAP) 
- Certificate in Regulated Equity Release (CeRER) 
- Certificate in Regulated Equity Release (CeRER) (Home Reversion top-up unit) 
- CF1 
- Experience of managing a sales team and driving team's performance 
- An understanding of the balance between individual goals and those of a team and organisation 
- Ability to analyse performance of a team or individual and implement appropriate changes to ensure improvement 
- First class communication skills 
- Strong performance management skills 

Desirable: 

- J07 Supervision in a regulated environment (or equivalent e.g. H15) or Certificate in Supervising in a Regulated Environment (CeSRE) 
- Experience of managing / coaching people in a regulated environment 
- Experience of telephone-based financial advising 



This vacancy is being advertised by EasyWeb Recruitment, the UK’s leading Online Recruitment Agency. The services advertised by EasyWeb Recruitment are those of an employment agency. No terminology in this advert is intended to discriminate on the grounds of gender, race, disability, age, sexual orientation, religion, or belief, and we confirm that we will gladly accept all applications.