Training & Competency Manager Vacancy

Overview of the Role

Are you passionate about the design, delivery, and rollout of training? Does the idea of working for a leading Mortgage Broker spark joy?

If you’re nodding along, we might just have the perfect role for you. At Delta Mortgages, we believe mortgages should be simple, not stressful—and the same goes for your career.

If you love maintaining professional standards, enjoy working in a supportive, expert team, and want to be part of a company that genuinely values its people, keep reading.

The Opportunity

As a Training & Competency (T&C) Manager at Delta Mortgages, you play a key role in supporting the Director of Advisory Services in ensuring statutory, regulatory, and relevant Code compliance.

Your work directly contributes to ensuring the firm’s ongoing compliance while upholding the highest professional and regulatory standards.

This critical role is responsible for the design, delivery, and management of our training programs and the ongoing assurance of advisor competence and compliance with regulatory requirements (e.g., FCA rules).

The T&C Manager ensures that colleagues meet regulatory requirements, maintain professional standards, and develop the skills needed to provide high-quality advice and service to customers.

Your Key Responsibilities

You’ll be responsible for:

Training & Development

Maintain the Adviser induction programme.
Implement ongoing technical training on mortgage, sales processes, systems, and compliance.
Maintain and update training materials in line with changes to legislation, FCA requirements, and company policies.
Support the team in achieving and maintaining relevant professional qualifications (e.g., CeMAP).

Competency Framework & Assessment

Oversee the firm’s Training & Competence (T&C) scheme, ensuring it complies with FCA regulations and industry best practice.
Conduct regular competency assessments, observations, and knowledge checks of mortgage advisers and relevant team members.
Provide structured feedback, coaching, and development plans for team members.
Maintain accurate T&C records and report on the team’s competence status.

Regulatory Compliance & Risk Management

Ensure training programmes reinforce the importance of treating customers fairly (TCF), Consumer Duty, and delivering suitable advice.
Monitor and escalate risks or breaches identified through the T&C framework.
Address regulatory updates and integrate them into training programmes.

Leadership & Stakeholder Engagement

Partner with managers to identify knowledge or performance gaps and implement targeted interventions.
Arrange workshops, coaching sessions, and development initiatives to support business objectives.

Basically, you’ll be doing what you do best, but with a team that has your back.

About You

We’re looking for someone who has the following:

Essential

A solid understanding of relevant mortgage products, financial services, and regulatory requirements.
In-depth knowledge of FCA rules, T&C requirements, and mortgage regulations.
Strong communication skills, with the ability to engage, influence, and motivate the team.
Excellent organisational skills—able to manage multiple priorities and deadlines effectively with strong analytical and record-keeping skills.
Proficient in Microsoft Office and financial services software.

Desireable

Accredited Compliance Qualification or Certificate in Mortgage Advice and Practice (CeMAP).
Qualifications in training or coaching.
Two years of management or leadership experience in a similar firm.

Our Story

At Delta Mortgages, we do things differently.

We’re a people-first mortgage broker based in Bournemouth, helping clients make sense of mortgages with advice that’s clear, simple, and stress-free. But we don’t just deal with numbers—we work with people, and that makes all the difference.

When you join Delta Mortgages, you’re not just taking a job—you’re joining a team that genuinely cares.

So, what do we stand for? And hopefully, these are values you share too:

Empathy

We understand that mortgages aren’t just about money—they’re about homes, families, and futures. That’s why we listen first and advise second, always putting clients at the heart of what we do.

Curiosity

We never settle for ‘good enough.’ Whether it’s exploring better solutions for clients or finding smarter ways to work, we ask questions, dig deeper, and keep improving.

Integrity

Trust is everything in our industry, and we take that responsibility seriously. We’re honest, transparent, and always act in our clients’ best interests—even if it means taking the long way round to get things right.

Passion

We genuinely love what we do. From securing great mortgage deals to celebrating our clients’ milestones, we bring enthusiasm, energy, and a people-first approach to everything we do.

Expertise

We’re a team of knowledgeable, experienced professionals who simplify the complex and guide clients with confidence. Mortgages may be intricate, but we make them feel effortless.

Other Important Bits*

All functions in this role must comply with the Financial Services and Markets Act 2000 and the relevant FCA rules at all times and adhere to laid-down operating procedures and to the set service level standards for both internal and external clients. Ensuring that company systems and databases are kept up to date for audit purposes.

*(There, that’s our serious and important information voice out the way.) 😉

Steve Drake | Mortgage Broker | Delta Mortgages.png

Ready To Talk?

Sound like the kind of place where you’d thrive? We’d love to have you on board.

And let’s be honest, sometimes the best opportunities come when you least expect them.

So if this feels like the perfect next step, then please send your CV and a compelling cover email to Director of Advisory Services, Steve Drake, at steve.drake@deltamortgages.co.uk or drop Steve a message below—we’d love to chat!

Have a chat with Steve