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Equity Release Adviser (Home Based)

  • Carlisle, Cumbria
  • £30,000 - £37,500 per annum, inc benefits
  • 2 applications
  • Job type: Permanent, full-time
  • Date:
  • Reference: 21132815
Posted by Verridian Recruitment

Our client company is actively looking to recruit a high quality sales professional to specialize in the retirement market focusing on equity release and annuity products, with leads provided.

Company Story:

  • Multi-tied business selecting the best of the Equity Release and Annuity products
  • Part of an extremely successful life company established in 2004 with significant management experience in the retirement arena
  • Largest provider of enhanced annuities
  • Second largest provider of equity release, having lent more than £865 million to customers since they entered the market in 2005
  • The company was approached by a number of organizations to create strategic partnerships with the remit to deliver specialist retirement planning advice including equity release and annuity products to clients from pre-qualified leads 
  • Significant (multi-million) funding is in place to grow the business and it is a strategic part of the overall group proposition
  • Client proposition - telephone based advisers (Head Office) and face to face field based advisers
  • Won numerous awards including being place in the Sunday Times Top 100 Companies to Work for in both 2010 and 2011

Knowledge & Skill Requirements:

  • Essential: FPC 1 2 3 qualified or equivalent
  • Essential:  CeMAP qualified or equivalent
  • Essential: Must hold the Diploma in Regulated Financial Planning or have no more than 1 examination outstanding  
  • Preferred: Current Competent Adviser (CAS)
  • Preferred: CF7 (Lifetime Mortgages) or CELM qualified 
  • Preferred:  Experience  in selling equity release and annuity products
  • Essential: Must be able to work from home

Remuneration Package:

In return the successful candidates will participate in the following remuneration package:

  • Basic salary £30,000
  • Car allowance circa £7, 500  
  • Mobile and broadband allowance £2,000+
  • Performance bonuses circa £25,000
  • Total OTE around the £60,000 mark
  • Stakeholder Group Personal Pension (4% employee and 8% employer)
  • Four times Basic Salary Death in Service benefits
  • Private Medical Insurance
  • Minimum holiday entitlement of 25 days a year
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