Advised Team Manager - Equity Release

Overview

Head of Resourcing and Talent Acquisition for Fluent Money Group - Interested in joining one of the fastest growing companies in the financial services sector? We’re seeking an Advised Team Manager to join our Equity Release team.Base pay rangeSalary: £45,000 to £50,000, plus a performance-based bonus, depending on the candidate’s experience and the value they bring to Fluent.Responsibilities

Lead with Autonomy: Manage a team of 6–8 Lifetime Mortgage Advisers, 2 Case Managers, and 2 Administrators. Shape your team to drive a high-performance culture rooted in excellence.Drive Pipeline Performance: Oversee a live application pipeline worth approximately £0.5 million, focusing on maximising completion revenues and overall business success.Champion the Customer Journey: Oversee the end-to-end experience of over 500 monthly customer enquiries, ensuring high-quality fact-finding, advice, and recommendations.Collaborate Across Functions: Work with 6–10 fellow Advised Team Managers and participate in the Mortgage Sales Leadership Team to break down silos.Develop Leadership and Talent: Benefit from Fluent Money’s track record of talent development and the Leaders Academy to grow as a leader.People and Performance Management: Coach, support and develop the team to deliver outstanding customer service and strong commercial growth; manage office-based, hybrid and remote workers.Operational Excellence: Ensure adherence to processes, cascade information from leadership, and monitor progress toward targets with appropriate KPIs and commission schemes.Accountabilities and Behaviors

Coach and develop 6–8 Advisers to deliver excellent service and growthMaintain in-depth knowledge of business performance and challenge the team on performance against goalsLead performance-focused meetings and communicate updates across the teamBe the expert in Fluent’s systems and processesProvide monthly commission/bonus statements and monitor completionsReview and resolve any disputes or late paymentsUtilise performance reporting and investigate customer complaintsCollaborate with Compliance, Training and Competency teams to meet regulatory requirementsLead by example and act as a motivating role modelKey Performance Indicators (KPIs)

Oversee 10–12 FTE delivering customer service and growthManage enquiry handling, fact finding and recommendations for a large volume of customers monthlyDrive daily behaviours to meet revenue targets and KPI expectationsSupport revenue growth, cost control and sustainable operating profitLead regular team meetings and ensure accurate banking proceduresResolve complaints within expected timescalesEnsure regulatory compliance and consumer duty adherenceDemonstrate leadership, coaching, proactive problem-solving and initiativeProvide ongoing staff development and performance plans where neededMaintain FCA knowledge and review customer journeys for process adherenceMonitor and assess quality of calls and risk, with regular assessments for higher-risk advisersCoordinate with lenders/providers and support business developmentPromote cross-department collaboration and support for the sales processAbout Fluent Money

At Fluent Money, we’re industry leaders committed to integrity, professionalism, and customer satisfaction. We’re the largest Second Charge Mortgage Broker in the UK, and we also specialise in First Charge Mortgages, Equity Release, Insurance and Bridging Loans. As part of the Mortgage Advice Bureau (MAB) family since 2022, we remain focused on excellence.Join us to be part of a culture that values teamwork, innovation and job satisfaction, where you own your work and have the tools to excel.Our forward-thinking approach and technology enable us to offer seamless, personalised financial solutions.Website: https://www.fluentmoney.co.uk/Benefits

Rising holiday entitlement up to 30 daysBirthday off workPrivate Healthcare with Vitality HealthDeath in service coverFee-free Fluent products for friends and familyRegular social and charity eventsOnsite food provision and restaurant facilitiesCycle to work schemeTraining and development via in-house leadership academyGreat location and onsite parkingCompany pension and private medical insuranceLocation notes and additional job postings have been removed to maintain focus on the ..... full job details .....