Equity Release Adviser

Posted 12 March by Anthony Alexandra

Our client, one of the UK’s leading Financial Services providers, is currently looking to recruit several experienced Equity Release Advisor’s to join their new team.You will carry out fact finds with clientele to ascertain their requirements and identify the products best suited to them.

The role:

  • Identify our customer’s financial needs and advise them with the products that would best suit their requirements
  • Ensure our customers understand the products and services
  • Complete customer interviews by appointment and on demand and make sales that meet our customers’ needs
  • Look for opportunities to attract new customers

The criteria:

  • Previous experience as a Mortgage & Protection Adviser
  • CeMAP qualification
  • CeRER qualification
  • Self-motivation to seek out new opportunities

In return, we offer some excellent performance-related incentives, so you may be sure that your achievements will always be recognised and rewarded.

Required skills

  • CeMAP
  • Equity Release
  • Mortgages
  • CeRER

Application questions

Are you CeMAP and CeRER qualified?
Do you have experience of providing Mortgage/Equity Release advice?

Reference: 34661991

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