Performance & Development Manager

Job Title: Performance & Development Manager

Location: Covering Hampshire, Sussex and Surrey

Salary: Up to £42,500 basic salary, plus a car allowance of £4,0000 and a performance bonus of £2,500

Hours: 5 days a week (Monday-Friday), 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 your birthday off

Pension and life insurance

Company rewards and incentives

Structured career path with ongoing training and development

Paid entry fees for charity events

Employee Assistance SchemeAbout the Role of Performance & Development Manager:

Our client is a large financial services group, known for exceptional service, the business offers superb development opportunities whilst creating a supportive, collaborative culture. They hold 5* Trustpilot reviews and are a Gold Accredited Investors in People company.

Our client is introducing a newly created role with a clear purpose: to help Mortgage Advisors thrive. You'll be there from day one, giving new starters the knowledge, support and confidence they need to build successful careers, while also working alongside established advisors to help them develop and achieve more. You'll take ownership of delivering a robust T&C approach, ensuring our standards remain consistently high as they grow their people, customer base and business.

Responsibilities for the position of Performance & Development Manager:

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 Experience Required for the position of Performance & Development Manager:

Experienced in coaching, onboarding or performance management (Financial Services experience ideal)

Confident working within a T&C framework

Must be CeMAP Qualified and have a full driving licence

Motivated by developing others and driving perf...