Equity Release Advisor

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: £25k - £30k
• OTE £40k
• 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
• Pension contribution
• Office Environment
• Career progression & In-house training

Equity Release Advisor desired skills and experience

• Certificate in Mortgage Advice (CeMAP)
• Certificate in Equity Release (CF7 or ER1) or Certificate in Regulated Equity Release (CeRER)
• 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.