Equity Release Adviser

1 week ago

Middlesbrough, Middlesbrough, United Kingdom Cactus Search Full time
Equity Release Advisor - Financial Services - Mortgages.
Stockton-on-Tees
Office Based
£28,000 basic plus generous commission and bonus (£40,000 year one OTE)


We are currently supporting our client with the recruitment of experienced equity release advisers, to join their growing equity release team, in their brand-new and impressive offices.


In order to join this well-known but growing brand you will need the relevant Equity Release qualification, and previous experience in advice is preferred as is a proven track record.


Our client is renowned within their industry they are a 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.

Our client provides customers with 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.


The business's enquiries are generated from its own web sites, digital and social marketing channels, plus its many partnerships for customers approaching or in retirement.

Our client advises on standard residential mortgages, lifetime mortgages, all equity release products, RIO's, mortgages and general insurance products.

In summary, you will:

  • Have excellent support, training and earnings potential
  • Have access to all lender's products from the entire market and the best terms and rates
  • Be provided with enquiries from marketing branded channels and Partnerships
  • Have prequalified appointments from our client's Customer Contact Centre booked in your diary
  • Provide advice to clients who own their own homes either on the phone, via video or through local visit
  • Use an intelligent CRM, fact find, integrated sourcing and suitability report workflow system
  • Have access to an extensive database for existing customers to advise
  • Be provided with marketleading training with inhouse technical and T&C support
  • Have IT and marketing support from a large IT and digital marketing department
  • Have regular CPD events, Training and Competency and product updates from lenders
  • Be part of a growing company and sector

The role will include:

  • Providing mortgage or equity release advice to each individual's objectives & circumstances
  • Providing clients with comprehensive recommendations with KFI's and Suitability Reports
  • Promoting the company as one of the UK's national leading 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
You will need to have experience and qualification in/of:

  • A minimum of 6 months financial services experience within the field of financial advice
  • Evidence of sustained sales success and compliant practice with CAS status
  • Excellent written and verbal communication skills

Mandatory minimum or equivalent:

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

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