Equity Release Sales Adviser - Self-Employed

Posted 9 August by Equity Release Supermarket
Ending soon

This is an exciting opportunity, with fantastic earnings potential to join one of the fastest growing equity release firms in the UK and recent voted Best Equity Release Advisers 25+ at the ER Awards 2019 and 2020. Anyone looking to benefit from lead generation using the latest enhancements in technology, coupled with a flexible, yet sensible approach to writing business would be enthused by this role.

Due to the significant rise in equity release enquiries, Equity Release Supermarket are now looking to expand its existing complement of field-based equity release advisers around the UK.

JOB DESCRIPTION - Equity Release Sales Adviser

The role of independent equity release advisor will entail the following: -

  • Home based self-employed/limited company adviser
  • Contact enquiries offering best advice within T&C guidelines.
  • Ensure client information gathered using factfinding skills
  • Undertake product research with tools provided
  • Make recommendations backed up with suitability report.
  • Ensure documentation & client records are filed onto CRM.
  • Ensure CPD is maintained and recorded accurately


A centralised admin and IT support is provided, with you own dedicated case handler who manages your cases through to completion; allowing advisers to do what they do best - advise.

Our bespoke CRM system is provided which helps you to manage your own leads through to sales in accordance with TCF guidelines, and you have the full support and guidance of a dedicated compliance unit.


These unique positions should attract anyone looking for uncapped earnings potential in a rapidly expanding marketplace.

Excellent in-bound lead generation is provided via our award winning consumer voted - WhatMortgage Best Broker Website 2020. This leading edge website provides the tools for clients to research equity release themselves and consequently results in much warmer inbound lead generation - www.EquityReleaseSupermarket.com.

We have many other lead generation avenues including our Equity Release Partners proposition, direct consumer enquiries, & further external lead generation partnerships. An element of self-generated business would also be beneficial; these cases attract more favourable commercial terms.

Effectively, you can run your own business within an already established business, providing full marketing support and back up one of the industries respected brands.


  • Devon/Cornwall
  • Herne Bay/Ramsgate/Folkestone
  • Milton Keynes
  • North East - Tyne & Wear/Northumberland
  • Reading
  • Cambridge
  • North Wales


Applications would be considered for experienced equity release advisers, but also consideration given to advisers currently not specialising in equity release, but have an excellent track record in financial services, particularly mortgages.

The ideal candidate will have gained Certificate in Financial Planning plus CeMAP, and either having, or a view to immediately obtaining the relevant Equity Release Qualification.


Approached with the right attitude and self-motivation, the position is highly rewarding with realistic targets and uncapped earnings. We look forward to hearing from ambitious professionals, looking to share in an expanding, yet rewarding equity release marketplace.

You will need to show a passion for equity release, customer satisfaction and a willingness to join and share success with some of the industry’s top equity release specialists.

Required skills

  • CeMAP
  • Financial Planning
  • Financial Services
  • Equity Release
  • CRER

Application questions

Do you have an excellent sales record within regulated financial services?
Are you conscientious, ensuring best advice is always provided?
Have you already obtained CeMAP qualification?
Are you self-motivated, ambitious and willing to travel?
Have you a good telephone manner & excellent communication skills?

Reference: 37133446

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