Job Description

Active Mortgages is looking for an experienced, driven, and commercially minded operations manager 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 a brokerage

before. You'll blend

sales leadership and operational 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. Provide guidance that turns potential into results.

Drive Sales Performance & Growth

Measure, monitor, and manage KPIs across leads, appointments, conversions, and completions. Review performance data to identify opportunities for improvement and implement strategies that drive sales growth and revenue. Collaborate with leadership on marketing, lead generation, and the client journey to maximise opportunity. Measure and report on key performance indicators, including lead-to-appointment conversion, case completion rates, protection, legals, and GI penetration.

Operational Oversight

Assist with adviser onboarding, CPD, and adviser performance reviews. Oversee internal systems, MI, and reporting for continuous service improvement. Seek improvement with 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 or operations

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 commercial growth, then we want to hear from you.

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

Mortgage adviser, Mortgage Manager, Sales Manager, Operations Manager, Financial Services, Chelmsford

Job Type: Full-time

Pay: Up to 60,000.00 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