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Mortgage and Protection Skills Trainer

United Kingdom, Basildon Employment contract · Job Posted May 03, 2026
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Job Description

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.

Job Responsibility

  • 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

Requirements

  • CeMAP qualified
  • 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 pre-employment screening process (code of conduct, right to work, identity, 5 years referencing, AML, credit screen, financial sanctions, DBS checks)

What we offer

  • Great company culture
  • competitive salary and performance-related bonus
  • 22 days annual leave plus 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 offices
  • 2 volunteering days and 1 team volunteering day each year
  • 2 half-days of paid me time
  • employee engagement activities, recognition schemes, and retail discounts
  • salary sacrifice schemes (home tech, cycle to work, pension)
  • gym subsidy
  • company sick pay
  • EAP support
  • option to buy up to 5 extra days holiday
  • £500 employee referral scheme
  • death in service cover
  • critical illness insurance cover

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