U and P Recruitment Ltd

Our client is one of the South East's leading estate agency and financial services businesses, with an established reputation for delivering exceptional customer service and outstanding results. Their Financial Services division continues to grow, helping thousands of customers each year with expert mortgage and protection advice through a network of highly successful branches. People are at the heart of everything they do and they invest heavily in developing their colleagues, providing clear career pathways, industry-leading support, and a culture where success is recognised and celebrated. With excellent employee engagement and a strong commitment to supporting local communities and charities, they are proud to be a business where people build long-term careers. About the Role Mortgage Performance & Development Manager This is a brand-new role created to support the continued growth and success of our Financial Services division. As the Mortgage Performance & Development Manager, you will play a vital role in developing both new and experienced Mortgage Advisors, ensuring they have the skills, confidence, and support to thrive. From delivering engaging onboarding programmes to coaching established advisors, you will work within our Training & Competency (T&C) framework to drive performance, improve customer outcomes, and embed best practice across the business. Working closely with Area Mortgage Managers, the Financial Services Director, Training Manager and Compliance team, you will help create a high-performing, customer-focused culture where people are empowered to succeed. Key Responsibilities Deliver comprehensive onboarding and induction programmes for new Mortgage Advisors. Coach and develop existing advisors to improve performance, productivity, and protection penetration. Conduct observations, KPI reviews, development reviews, and Continuing Professional Development (CPD) support in line with the T&C framework. Support branch integration and help embed new recruits into the business. Share best practice and identify opportunities to improve sales performance and customer outcomes. Produce performance insight, reporting and recommendations to support management decision-making. Build strong working relationships with Area Mortgage Managers, the Financial Services Director, Training Manager and Compliance teams to ensure consistent standards across the region. About You You will be passionate about developing people and helping individuals achieve their full potential. You will be confident coaching others, providing constructive feedback and driving continuous improvement. You will also bring: CeMAP qualification (or equivalent). Previous experience in coaching, learning and development, onboarding, or performance management, ideally within Financial Services. A sound understanding of the Training & Competency (T&C) framework. Excellent communication and relationship-building skills. Strong organisational and time management abilities. The confidence to influence and support colleagues at all levels. The ability to travel extensively across Surrey, Sussex, and Hampshire. A full UK driving licence. Benefits 33 days' annual leave, plus an extra day off for your birthday Holiday commission Company pension Life insurance Company rewards and incentives Structured career development Employee Assistance Programme Paid entry fees for charity events Why Join Our Client? This is a fantastic opportunity to shape a newly created role within a growing Financial Services business. You will have the chance to make a genuine impact on the development of their advisors, influence business performance and help create an environment where people can build rewarding and successful careers. If you are enthusiastic about developing talent, driving high performance, and making a real difference, we would love to hear from you.

We are recruiting for a Residential Sales Advisor to join out clients team in their Purley office.This is a great opportunity for someone who is ready to take their next step into a sales management role. Working pattern - Five days a week, including some Saturdays. The Job Manage the sales process and provide expert advice to customers. Conduct property valuations and showcase properties to achieve the best possible sale price. Work collaboratively with your team to match properties with potential buyers. Build and maintain strong relationships with professional partners, including solicitors and mortgage lenders. Identify new leads and generate business to drive sales performance. Support the Branch Manager in motivating, developing and managing the team. The Person You must have at least 12 months residential sales experience A strong relationship builder with a proven track record of converting valuations into sales. Driven, enthusiastic and self-motivated, with the ability to thrive in a fast-paced environment. A natural leader with a passion for supporting others and helping them achieve their goals. Positive, energetic and committed to delivering excellent customer service. Commercially minded, with the ambition to achieve targets and contribute to the success of the branch. What s In It for You? Enjoy a competitive salary with uncapped earning potential and opportunities for career progression. Benefit from ongoing professional development alongside supportive, like-minded colleagues. Join a company that values employee feedback, with over 90% positive employee survey results. Receive support for charitable activities, including paid entry fees for events. Be part of a forward-thinking company that embraces change and innovation. Additional Benefits: Holiday commission, 33 days of paid holiday, birthday day off, pension, life insurance, company rewards, career progression opportunities and paid entry fees for charitable events.

Our client is a well-established mortgage and financial services business that works closely with local estate agency partners to help customers secure their ideal home. They offer a supportive, customer-focused environment with excellent training, career development, and recognition for success. As a Trainee Mortgage Advisor, you will support customers with their mortgage and protection needs, build strong relationships, work alongside estate agents to generate new business and access the whole of the market to find suitable solutions. Full training and support will be provided, with a clear pathway to develop your mortgage advisory career. Working pattern will be five days per week, including Saturdays, with two Saturdays off each month. Our Ideal Candidate Will be a confident communicator who is customer-focused, driven and motivated to succeed. Previous mortgage experience is not essential, but a genuine interest in financial services and a passion for helping customers are important. CeMAP1 qualified or studying towards this. This is a fantastic opportunity for someone looking to build a long-term career in mortgages with a successful business that values its people, invests in development, and has a formidable reputation for customer service. Company Benefits Include 33 days' holiday plus your birthday off, pension and life insurance, company rewards and incentives, an employee assistance scheme, paid charity event entries, and a structured career path.