You are here: / Mortgages

Senior Training & Competence Supervisor

Kind Consultancy is working with a well-established and respected mortgage brokerage which is currently seeking a Senior Training & Competence Supervisor to join them in a full-time, permanent role with a hybrid work model based out of their Hampshire office requiring 1 in-office day per week, paying £35,000 – £45,000 dependent on experience.

As the Senior Training & Competence Supervisor, you will be responsible for overseeing and supporting the application of their T&C scheme, with key responsibilities including:

  • Maintaining and embedding the T&C scheme, taking responsibility for ensuring that all aspects of the scheme are adhered to
  • Conducting file reviews and observations across all product areas, determining the suitability of the advice given, providing constructive feedback and highlighting areas for development
  • Overseeing the training and competence of the firm’s ARs, ensuring adherence to the FCA’s enhanced AR Regime
  • Maintaining and updating the AR Oversight Policy
  • Identifying risks associated with AR oversight and flag these to the Compliance Manager
  • Assisting with the compliance elements of AR onboarding and initial risk assessments when required
  • Acting as as the referral point for advisers on complex files or sensitive issues
  • Identifying common trends, themes, and risks across the business in terms of development areas or knowledge gaps through rout cause analysis.
  • Developing, facilitating and delivering T&C training for advisers.
  • Developing strong working relationships with relevant stakeholders across the business and any relevant third parties
  • Continuously proactively identifying opportunities to develop the application of the T&C scheme including annual policy reviews and policy updates.
  • Providing support to T&C supervisors and deliver training within the team
  • Overseeing all aspects of T&C for each adviser through weekly reviews of competency

Our ideal candidate for the Senior Training & Competence Supervisor

  • Has 3+ years of experience of Training & Competence work within a regulated Financial Services environment
  • Holds a relevant industry qualifications (e.g. CeMAP, J07)
  • Demonstrates strong knowledge of FCA regulations and the UK regulatory environment
  • Displays excellent IT skills (Word, PowerPoint, Excel, Outlook)
  • Has consistently excellent attention to detail and strong record-keeping skills
  • Has strong interpersonal and relationship-building abilities, with the ability to challenge constructively and with confidence
  • Holds Competent Supervisor status
  • Has excellent planning and organisational skills
  • Is an effective communicator, both written and verbal

If you’re interested in the Senior Training & Competence Supervisor opportunity, you’re based in or can commute to Hampshire, and you have the necessary skills, knowledge and experience, please apply with an updated CV today.

Mortgage Sales Executive

Kind Consultancy is working with a well-established and succesful Financial Services firm which is currently seeking a Mortgage Sales Executive to join them in a full-time, permanent role in their Stockport offices, paying £30,000 to £33,000 dependent on experience.

The Mortgage Sales Executive, will deliver outstanding service both on the phone and via written communication with key mortgage brokers to build strong relationships, with key responsibilities including:

  • Responding to inbound intermediary telephony enquiries, giving exceptional customer service in relation to product and criteria information
  • Collaborating with with Account Managers, supporting the delivery of Account Plans by making proactive outbound calls to key intermediary partners to drive sales
  • Updating the Account Managers with regular feedback from the brokers and in terms of the market, helping the account managers to identify new opportunities
  • Identifying intermediary needs, clarifying information and providing accurate solutions across all product offerings
  • Presenting a professional image of the company to deliver a positive broker experience throughout the broker journey
  • Managing new and existing relationships, promoting the company’s products and services to immerse themselves fully in the policies, procedures and the culture of the business to enable a high level representation of the company at all levels with intermediary partners.

Our ideal candidate for the Mortgage Sales Executive opportunity:

  • Has a background in Mortgages
  • Has Telephony Sales experience with a Mortgage Lender or Mortgage Broker
  • Has experience of answering inbound service calls, making outbound calls and managing inboxes/emails
  • Demonstrates exceptional relationship building and communication skills
  • Displays strong objection handling and problem solving skills

If you’re interested in the Mortgage Sales Executive role, you have the necessary skills, knowledge and experience and you’re based in or can commute to Stockport, please apply with an updated CV today.

Mortgage Forbearance SME

Kind Consultancy is working with a large, well-established Financial Services business which is currently seeking a Mortgage Forbearance SME to join them in a contract role, working remotely. The contract is projected to last for 4 – 6 months and is paying a competitive day rate.

Reporting to the Mortgage Forbearance Manager, the Mortgage Forbearance SME will be the operational expert in mortgage arrears and forbearance, delivering readiness initiatives to enable team success, with key responsibilities including:

  • Designing and delivering targeted training programmes for arrears and forbearance teams, including onboarding, regulatory updates, and skills development.
  • Creating and maintaining training materials, guides, and reference tools aligned with FCA regulations and internal policies.
  • Conducting training needs analysis and collaborating with the manager to address any capability gaps.
  • Supporting the development and refinement of operational policies and procedures related to arrears handling and forbearance.
  • Ensuring documentation is clear, accessible, and aligned with regulatory expectations and best practices.
  • Acting as a subject matter expert for complex arrears scenarios, providing guidance and support to team members.
  • Participating in quality assurance reviews and case audits, identifying trends and areas for improvement.
  • Assisting in preparing for internal and external audits by ensuring readiness of documentation and process adherence.

Our ideal candidate for the Mortgage Forbearance SME opportunity:

  • Has a minimum of 5 years experience in mortgage arrears management, with exposure to first charge, second charge, and/or buy-to-let products.
  • Has a track record of delivering tailored, affordable forbearance across a variety of different mortgage products and asset classes.
  • Has substantial experience of training design, build, and delivery within a regulated Financial Services environment.
  • Demonstrates strong working knowledge of FCA regulations, including MCOB, BiFD, Consumer Duty and vulnerability guidance.
  • Has experience in developing and maintaining operational policies and procedures.
  • Displays excellent communication and facilitation skills, with the ability to engage and upskill diverse audiences and designs and deliver engaging, effective training that drives capability and confidence.
  • Has experience of developing and refining operational frameworks.
  • Maintains high standards of attention to detail in documentation, audit readiness, and case review.
  • Has the knowledge and credibility to provide expert guidance on complex arrears scenarios and identifies practical solutions.
  • Is able to clearly convey technical and regulatory information in an accessible and actionable way for a variety of audiences.
  • Being CeMAP qualified and having experience in Quality Assurance / Oversight and experience of supporting litigation or enforcement processes would be desirable.

If you’re interested in the Mortgage Forbearance SME role, you have the necessary skills, knowledge and experience and you’re based in or can commute to Cardiff, please apply with an updated CV today.

Our Offices

Shire House, Birmingham Road
Lichfield, WS14 9BW

Call Us

Telephone:
(+44) 121 643 2100

Email Us

Email:
enquiries@kindconsultancy.com

A specialist recruitment and executive search firm specialising in interim and permanent Governance, Risk, Compliance, Complaints, Financial Crime and Change & Transformation roles across Financial Services

Copyright © 2025 Kind Consultancy

Registered Address: Kind Consultancy Ltd – St. James House St. James Square CHELTENHAM Gloucestershire, England GL50 3PR

Data Protection Certificate

Get in touch

Select Region

Hello there, it looks like you're browsing our UK website from outside the UK. Would you like to switch to our US site?

Yes No