Equity Release Advisor

Are you a Mortgage Advisor looking to move into Equity Release?
If you're an experienced and qualified Mortgage advisor, we'd love to help you take the next step in to an Equity release role - Full Training Provided.

About the Company
One of the most established and recognised independent companies in the equity release advice space. With advisers based all over the UK, we’re a dynamic group of financial experts who thoroughly understand the market, the economy, and the latest regulations.
Each of the expert advisers work tirelessly to make sure clients receive the highest quality financial guidance and support. The team strive to ensure all clients to feel unwaveringly confident in their choices, regardless of whether the right route includes an equity plan or another more suitable home finance product.

Equity Release Advisor role
We are seeking experienced equity release advisers to join an exceptional equity release team based in Stockton. You will need the relevant Equity Release qualifications to join, and previous experience of advice is preferred as is a proven track record.
The brokerage is customer focused, social and eco responsible, financial services and lead generation company which goes over and beyond in the care of its customers and staff. The brokerage provides customers expert and quality advice on a range of equity release and later life mortgage products from the whole market and is directly authorised by the FCA.

Equity Release Advisor Key responsibilities

• Providing mortgage or equity release advice to clients objectives & circumstances
• Providing clients with comprehensive recommendations
• Promoting the company as one of the UK’s leading national advisory companies in its field
• Communicating with Compliance and Training & Competency departments
• Ensuring that records are kept updated using the company’s CRM digital record system
• Adhering at all times to the principles of treating customers fairly and Consumer Duty
• Attending CPD training & reading relevant material for Continued Professional Development

The Equity Release Advisor Package

• Hours: 9am - 5:30pm
• Basic Salary: £27k - £30k
• Leads Provided from in-house marketing & introducers (abundance of leads)
• Average Loan size £250k - £300k
• Admin support provided
• 23 days holiday + bank holidays
• Free parking on site + Excellent transport links
• Training on Equity Release

Equity Release Advisor desired skills and experience

• Certificate in Mortgage Advice (CeMAP) - Essential
• Certificate in Equity Release - Desirable - Training can be provided
• Evidence of sustained sales success and compliant practice with CAS status
• Excellent written and verbal communication skills
• Self-motivated with a strong work ethic

Think that this role is right for you?
Contact us to arrange a call, we’d love to find out more about you.