Job Description

Tired of compliance? Ready to help advisers grow instead of chasing cases?

About the role

This isn't your typical business development or adviser role.

At Systemise & Scale Consulting, we're on a mission to help mortgage and financial advisers double their revenue and freedom, without burnout, chaos, or overwhelm. We're looking for a Mortgage & Protection Business Development Coach to join our high-performance team and become the first point of contact for ambitious advisers ready to transform.

In this role, your main focus is attracting new clients through powerful, consultative conversations. You'll lead short Growth Audit Calls and longer Strategy Sessions to understand where potential clients are today, where they want to be, and what's holding them back. You'll then guide them into the right programme if they're a fit -- no pushy sales, just genuine support.

While your primary focus is front-end client attraction, you'll also use your expertise to support our existing clients ad hoc, helping them improve business performance and sales conversion when needed.

Key responsibilities

Lead 15-minute Growth Audit Calls to explore potential clients' challenges and goals Deliver 45-minute Strategy Sessions to uncover bottlenecks and present tailored solutions Guide ideal prospects into Systemise & Scale's programmes through a supportive, consultative approach Build and nurture trust-based relationships to help prospects move forward confidently Provide commercial insight and feedback to the marketing and leadership teams to improve client attraction and conversion Occasionally support existing clients on an ad hoc basis, leveraging your experience to improve sales performance and drive growth Contribute to the ongoing refinement of call frameworks, CRM processes, and client nurturing systems

Key attributes

Commercially aware:

understands sales psychology and how to move prospects from interest to action ethically

Problem-solver:

quickly identifies gaps and recommends practical, high-impact solutions

Relationship-builder:

excels at building trust fast and creating meaningful connections

Supportive coach mindset:

enjoys helping advisers overcome mindset and business challenges

Process-driven:

follows (and improves) structured call frameworks, CRM usage, and follow-up systems

Results-focused:

motivated by client wins, conversions, and creating real impact

Growth-minded:

eager to learn, develop personally and professionally, and thrive in a high-performance, purpose-driven team

Tech-comfortable:

familiar with CRM tools, online communication platforms, and digital workflows

Values-aligned:

believes in freedom, systemisation, and scaling for impact

Why join us?

Play a pivotal role in a company transforming the financial services industry Step away from compliance headaches and frontline advising, and focus on meaningful business development and coaching Work closely with a supportive team that values integrity and results Competitive base salary plus commission structure Opportunity for personal and professional growth within a dynamic, mission-driven business Be part of a movement, not just a company, helping advisers build businesses that serve their lifestyle

How to apply

If you're an experienced mortgage adviser or business development manager ready to step into a role focused on true impact, attracting and guiding the right clients while supporting growth, we'd love to hear from you.

Submit your CV and a short cover letter explaining why this is the perfect next step for you.

Job Types: Full-time, Permanent

Pay: 25,000.00-35,000.00 per year

Additional pay:

Commission pay Performance bonus
Benefits:

Casual dress Company events Company pension Financial planning services Free parking On-site parking Work from home
Schedule:

Monday to Friday
Ability to commute/relocate:

Chelmsford CM2 6XW: reliably commute or plan to relocate before starting work (preferred)
Application question(s):

How many years of business development experience do you have?
Work Location: In person

Expected start date: 08/09/2025