Job Description

After a winning year and continued growth,

Active Mortgages

is looking for an experienced, driven, and commercially minded leader to help take our brokerage to the next level.

We've been helping self-employed professionals and business owners secure mortgages since 2006 -- now we're scaling smarter, faster, and stronger.

This is a rare opportunity for someone who's helped

build or scale a brokerage

before.

You'll blend

sales leadership, operational control, and compliance oversight

, ensuring our advisers perform at their best, our clients receive an exceptional experience, and every part of the business runs efficiently and profitably.

What You'll Be Doing

Lead & Develop the Team

Coach, support, and develop both employed and self-employed advisers to achieve high performance and compliance excellence. Conduct 1-1s, observations, and reviews as required -- aligning sales targets, personal development, and compliance standards. Help advisers grow their income, refine their business plans, and hit key milestones. Deliver training, workshops, and guidance that turn potential into results.

Drive Sales Performance & Growth

Measure, monitor, and manage KPIs across leads, appointments, conversions, and completions. Analyse performance data to identify opportunities for improvement and implement strategies that drive sales growth and revenue. Collaborate with leadership on marketing, lead generation, and client-journey optimisation to maximise opportunity. Increase protection penetration and case value per client through coaching and process improvement.

Ensure Compliance & Quality

Oversee all FCA compliance requirements including SM&CR, T&C Scheme, Consumer Duty, AML, GDPR, and complaints. Review adviser cases, monitor file checks, and ensure timely resolution of any flagged issues. Communicate compliance updates, legislative changes, and FCA guidance clearly to the team. Balance performance goals with adherence to regulatory frameworks -- protecting the firm while enabling growth.

Operational Oversight

Manage adviser onboarding, fit & proper assessments, CPD tracking, and competency reviews. Oversee internal systems, MI, and data reporting for continuous improvement. Support investigations and reporting around AML, data protection, or client complaints. Maintain and improve internal processes to ensure scalability and efficiency.

Who You Are

CeMAP qualified

(essential), with at least 5 years in financial services -- ideally including hands-on mortgage advising experience. Minimum 3 years in a

management, operations, or compliance

role within a brokerage or network. Proven experience driving

sales performance

while maintaining high compliance standards. Commercially astute and confident with numbers, performance metrics, and business growth. Excellent communicator who can coach, motivate, and hold others accountable. Detail-driven yet strategic -- able to balance operational precision with growth ambition. A proactive leader who thrives in a fast-paced, forward-thinking business.

Why Join Active Mortgages

Established, respected brokerage specialising in self-employed and business-owner clients. Real scope to influence growth, systems, and team performance. Dynamic, supportive environment with a culture of accountability, energy, and excellence. Competitive base salary, performance bonuses, and long-term profit share. On-site parking, pension, team events, and financial planning support.
If you're the kind of leader who thrives on results, precision, and progress -- who can bridge commercial growth and compliance integrity -- then we want to hear from you.

Apply today to join Active Mortgages and lead the next phase of our growth.

Job Type: Full-time

Pay: 30,000.00-40,000.00 per year

Benefits:

Casual dress Company events Company pension Financial planning services Free parking On-site parking Profit sharing
Ability to commute/relocate:

Chelmsford CM2 6XW: reliably commute or plan to relocate before starting work (required)
Experience:

Management: 3 years (required) Mortgage and protection advising: 5 years (preferred)
Licence/Certification:

CeMap (required)
Work Location: In person