Mortgage Matters – Cubitt & West
The Package
Salary: £42,500 & performance bonus of £2,500
Car: £4,000 car allowance
Essential: A full driving license
Location: Surrey
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.
We’re spreading our wings and it’s the perfect time to join our expanding team. As a Mortgage Advisor, you’ll be a wise guide – building trusted relationships, offering insightful advice and helping customers make one of life’s most important decisions. With warm leads and full administrative support, you can focus on what you do best sharing your wisdom and soaring toward success.
What’s in it for YOU?
Competitive salary with car/car allowance – the more you put in, the more you earn
A company that values both customers and colleagues (Rated 5*on Trustpilot!)
A company that listens to its staff – 90%+ positive feedback in employee surveys
A strong community focus – helping raise millions for charity!
The Role:
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)
Strong relationship-building skills – you know how to connect with people!
A solid work ethic, organised and the ability to thrive under pressure
Experienced in coaching, onboarding or performance management (Financial Services experience ideal)
Confident working within a T&C framework
Full driving license
Ready to take charge of your career and spread your wings with us?
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