Mortgage and Protection Skills Trainer

Company: Stonebridge Group – Mortgage & Insurance Network
Apply for the Mortgage and Protection Skills Trainer
Location: Basildon
Job Description:

About us

At Stonebridge Mortgage Solutions Ltd, we’re one of the UK’s leading mortgage and protection networks, supporting over 1,400 professional advisers nationwide.

We deliver exceptional support, systems, and regulatory expertise, all underpinned by a collaborative and people-focused culture. Our success comes from our people — their insight, professionalism, and drive to make things better, dare to be different, and, most importantly, make our customers’ lives easier.

At Stonebridge, we believe great work deserves great rewards. You’ll enjoy:

  • Agreat company culture built on openness, collaboration, and support.
  • Competitive salary and performance-related bonus (non-contractual).
  • 22 days annual leave plus your birthday off, and up to 3 additional days for length of service.
  • Company pension with optional matched contributions up to 1.5%.
  • Hybrid or remote working
  • Free breakfast, lunch, snacks, and drinks when working in our offices.
  • 2 volunteering days and 1 team volunteering day each year.
  • 2 half-days of paid ‘me time’ to support mental and physical wellbeing.
  • Employee engagement activities, recognition schemes, and retail discounts.
  • Salary sacrifice schemes (home tech, cycle to work, pension).
  • Gym subsidy, company sick pay, and EAP support.
  • Option to buy up to 5 extra days’ holiday.
  • £500 employee referral scheme.
  • Death in service cover and critical illness insurance cover.

The role

You’ll work closely with the Protection Account Manager and Sales team to help advisers enhance client conversations, sell mortgage and protection solutions effectively, and achieve their business targets. The role combines structured programme delivery, ad hoc coaching, and mentoring — both online and face-to-face — to develop adviser skills and confidence.

Key Responsibilities

  • Deliver the Sales Development Programme to new and existing advisers.
  • Provide coaching and mentoring to embed best practices.
  • Support initiatives to increase protection policy sales.
  • Deliver induction and training modules for new advisers.
  • Build and maintain effective relationships with Product Providers.
  • CeMAP qualified with recent adviser experience.
  • Strong facilitation and presentation skills.
  • Coaching, mentoring, or leadership experience/aptitude.
  • Excellent communication and interpersonal skills.
  • Comfortable with performance reporting and learning systems.
  • Able to fully satisfy the pre‑employment screening process, which comprises our code of conduct, right to work, identity, 5 years referencing, AML, credit screen, financial sanctions and DBS checks.

Individuals with different cultures, perspectives and experiences are at the heart of the way Stonebridge works. We are committed to equality of opportunity and welcome applications from everyone regardless of age, disability, sex, gender reassignment, sexual orientation, pregnancy and maternity, race, religion or belief, marriage and civil partnerships, and ex-offenders.

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Posted: June 1st, 2026