Mortgage and Protection Skills Trainer
SKILLS
FULL DESCRIPTION
Mortgage and Protection Skills Trainer
[Employer hidden — view at passion-project.co.uk] Solutions Ltd is seeking a CeMAP-qualified Mortgage and Protection Skills Trainer to deliver the Sales Development Programme, provide coaching and mentoring to advisers, and support initiatives to increase protection policy sales. This hybrid role combines structured programme delivery with ad hoc training, both online and face-to-face, to enhance adviser skills and confidence.
About Us
At [Employer hidden — sign up to reveal] Solutions Ltd, we're one of the UK's leading mortgage and protection networks, supporting over 1,300 professional advisers nationwide. We deliver exceptional support, systems, and regulatory expertise, all underpinned by a collaborative and people-focused culture. Our success comes from our people — their insight, professionalism, and drive to make things better, dare to be different, and most importantly make our customers lives easier.
Our Benefits
- A great company culture built on openness, collaboration, and support.
- Competitive salary and performance-related bonus (non-contractual).
- 22 days annual leave plus your birthday off, and up to 3 additional days for length of service.
- Company pension with optional matched contributions up to 1.5%.
- Hybrid working
- Free breakfast, lunch, snacks, and drinks when working in our offices.
- 2 volunteering days and 1 team volunteering day each year.
- 2 half-days of paid 'me time' to support mental and physical wellbeing.
- Employee engagement activities, recognition schemes, and retail discounts.
- Salary sacrifice schemes (home tech, cycle to work, pension).
- Gym subsidy, company sick pay, and EAP support.
- Option to buy up to 5 extra days' holiday.
- £500 employee referral scheme.
- Death in service cover and critical illness insurance cover.
The Role
You'll work closely with the Protection Account Manager and Sales team to help advisers enhance client conversations, sell mortgage and protection solutions effectively, and achieve their business targets. The role combines structured programme delivery, ad hoc coaching, and mentoring — both online and face-to-face — to develop adviser skills and confidence.
Key Responsibilities
- Deliver the Sales Development Programme to new and existing advisers.
- Provide coaching and mentoring to embed best practices.
- Support initiatives to increase protection policy sales.
- Deliver induction and training modules for new advisers.
- Build and maintain effective relationships with Product Providers.
Our Ideal Candidate
- CeMAP qualified with recent adviser experience.
- Strong facilitation and presentation skills.
- Coaching, mentoring, or leadership experience/aptitude.
- Excellent communication and interpersonal skills.
- Comfortable with performance reporting and learning systems.
- Able to fully satisfy the pre-employment screening process, which comprises our code of conduct, right to work, identity, 5 years referencing, AML, credit screen, financial sanctions and DBS checks.
How to Apply
If you're ready to develop adviser skills and make a real impact, apply today and join [Employer hidden — sign up to reveal] Solutions Ltd.
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 [Employer hidden — sign up to reveal] 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.