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At Stonebridge, we empower over 1,400 mortgage advisers across the UK to grow their business and achieve their aspirations through our world‑class support, cutting‑edge systems, and genuine collaborative culture. Our people are at the heart of everything we do — their ideas, energy, and drive shape our success. If you’re a relationship‑driven, commercially minded BDM based in or around the Northampton, Leicester, or Birmingham geographic area, who thrives on helping businesses grow, building trusted partnerships, and driving performance across multiple product lines, this is your opportunity to make a real impact.
Job Responsibility
Performance growth — Support firms to increase penetration across Protection, GI, and mortgage products, with clear targets and measurable outcomes
Relationship management — Build strong, trusted partnerships with AR firms and advisers, becoming their go‑to expert for guidance, support, and commercial insight
Regular firm engagement — Hold at least 10 structured meetings per week (face‑to‑face, phone, or Teams), ensuring every firm receives consistent, high‑quality support
Insight & preparation — Prepare tailored agendas, review MI, and identify key opportunities before each meeting to maximise value and impact
Follow‑up & accountability — Record clear notes and actions using the 1‑2‑1 template, ensuring advisers have clarity on next steps and timelines
Induction delivery — Support new firms and advisers by delivering induction sessions, providing hands‑on guidance, and helping them get up to speed quickly
Retention support — Monitor adviser sentiment, identify early warning signs, and take proactive steps to reduce attrition and strengthen loyalty
Collaboration with BDCs — Lead weekly reviews with Business Development Coordinators to align priorities, share insights, and coordinate proactive outreach
Compliance & quality — Ensure all activity aligns with FCA regulations, Consumer Duty, and Stonebridge Business Standards
Requirements
A proactive, self-starting approach
Strong relationship-building and communication skills
Commercial awareness and confidence in discussing performance
Sound judgement and the ability to prioritise effectively
A positive, solutions-focused mindset
A genuine passion for helping businesses grow
Located in or around the Northampton, Leicester or Birmingham geographic area
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
CeMAP qualified mortgage and protection adviser with current or previous adviser experience
Experience in coaching other advisers and/or business principals
Proven ability to influence performance and drive commercial outcomes
Confidence reviewing MI and using data to guide conversations
Experience supporting multiple stakeholders with varying needs
Strong organisational skills and the ability to manage a busy schedule
What we offer
Competitive salary + performance‑related bonus
Generous car allowance/company car
22 days holiday + your birthday off + extra days for length of service
Company pension with optional matched contributions
2 volunteering days + 1 team volunteering day
2 half‑days of paid “me time” for wellbeing
Employee recognition schemes and retail discounts
Salary sacrifice options (home tech, cycle to work, pension)