Equity Release Advisor

Posted 27 March by Bryn McMillan Consulting

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Home-Based Equity Release Advisor - Manchester

Are you passionate about helping people make informed financial decisions in later life? Are you driven to build strong relationships and deliver exceptional client service? Do you thrive in a fast-paced, home-based environment?

If so, we're looking for a motivated and experienced Equity Release Advisor to join our directly authorised clients expanding team! You'll be responsible for providing expert advice to homeowners aged 55+ in the Manchester area, helping them understand their options and navigate the complex world of equity release products.

What you'll do:

  • Working from home in and around the Manchester area, you will receive on average 3-4 new leads a week.
  • Build relationships with clients over the phone and video call, understanding their individual needs and financial goals.
  • Provide comprehensive and impartial advice on a range of equity release products, including lifetime mortgages, home reversion schemes, and more.
  • Guide clients through the application process, ensuring a smooth and stress-free experience.
  • Stay up to date on the latest regulations and product offerings in the equity release market.
  • Achieve and exceed sales targets within a competitive but supportive environment.

What we're looking for:

  • Equity release qualification (or equivalent) and a minimum of 2 years' experience in equity release advice.
  • Strong communication and interpersonal skills, with the ability to build rapport with clients over the phone and video call.
  • Excellent knowledge of the equity release market and financial products.
  • Ability to work independently and manage your own time effectively.
  • Confident and self-motivated, with a strong desire to succeed.
  • Excellent IT skills and proficiency in CRM systems.

What is on offer:

  • Competitive commission bonus structure.
  • Increased commission rates on self-generated business.
  • Flexible home-based working with excellent work-life balance.
  • Comprehensive training and development opportunities.
  • Supportive and collaborative team environment.
  • Opportunity to make a real difference in people's lives.

If you're a passionate and experienced equity release advisor who thrives in a dynamic environment, we want to hear from you!

Required skills

  • CeMAP
  • CeMap Qualified
  • Financial Planning
  • Financial Services
  • Mortgage Advisor
  • Mortgage Broker
  • Equity Release

Application questions

Do you have the CeRER qualification?
Are you experienced in offering equity release advice?

Reference: 52128729

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