Field Equity Release Adviser

6 months ago

Preston, United Kingdom Age Partnership Full time

**Reports to**:
Regional Manager

**Location**:
Preston Area - Home based

**Package**:
£30,000 and £5,500 car allowance plus bonus scheme (up to 50% of salary). Generous benefits package.

**Hours of work**:
37.5 hours per week (hours of work will be flexible and dictated by the needs of the business, therefore it is expected that the successful applicant will work those hours including some Saturdays and evenings as necessary to successfully discharge the duties of the role).

**Not your typical financial services firm**:
Established in 2004, Age Partnership has held true to its pledge to improve the markets in which we operate for the benefit of customers. We do this by delivering world⁠-⁠class customer experiences, continually innovating and embracing digital technology to make dealing with the company both efficient and engaging.

At Age Partnership we accept nothing other than being the best at what we do, and this objective is reinforced by an environment in which colleagues are encouraged to engage, to learn and to flourish. Significant in⁠-⁠house training and development facilities and empowerment of colleagues are just a couple of components that have helped this culture to thrive.

We strive in becoming a household name that is synonymous with excellence. Added to this we want to work, collaborating with all our partners and suppliers to enable our customers benefit from the relationship. It sounds simple but it needs to be worked on to achieve.

**The role**:
**Overview**:
To provide a high⁠-⁠quality equity release advice service to existing and prospective clients and to promote Age Partnership as the premier provider of quality advice, within the parameters of the Financial Services Authoritys rules and regulations.

**Key Outputs**:

- Delivery of exceptional equity release advice in line with each clients individual objectives and circumstances.
- Providing clients with comprehensive recommendation packs, including KFIs and in line with companys best practice.
- Meeting targets and KPIs and promoting Age Partnership as the UKs premier advisor in the field of equity release.
- Adhere to documented processes and ensuring that records are kept appropriately in line with the companys record keeping and file quality requirements.
- Always adhere to the principles of treating the customers fairly and customer duty.
- Ensure that competence to provide advice is maintained and a programme of CPD is undertaken and documented.
- Other ad⁠-⁠hoc duties as and when required by the business

**Our Values**:
**Customer first**:

- Be Respectful Treat customers and colleagues at all levels with dignity and respect.
- Show awareness Be aware of how your actions and behaviours affect customers, colleagues and the business.
- Go Above & Beyond Always aim to exceed expectations, giving your very best to every customer and colleague.

**Raise the bar**:

- Embrace Change Treat change as an opportunity to improve, welcoming new ideas and ways of working.
- Commit to Development Take responsibility for your personal development and that of the business.
- Be Proud & Lead By Example Take pride in yourself and your work, acting as a positive role model for others.

**Do the right thing**:

- Be Accountable Take responsibility for your actions and learn from any mistakes.
- Keep Your Promises Do what you say youll do, when you say youll do it.
- Be Courageous & Honest Speak up for what you believe in and welcome the opportunity to give and receive constructive feedback.

**Win together**:

- Collaborate & Share Be generous with your time and ideas, working with and for the wider team.
- Appreciate others Recognise the contribution made by every colleague to the success of our business.
- Focus on Solutions Show resilience and determination, focusing on the solution not the problem.

**The person**:
**Overview**:
A self⁠-⁠motivated, proactive and target driven individual who has the ability to thrive within a fast⁠-⁠paced environment whilst delivering both financial advice and customer service of the highest quality.

**Skills & knowledge**:
**Essential**
- A minimum of 12 months experience in an advisory role within the field of regulated financial services.
- Professional background accustomed to high standards of personal discipline and behaviour.
- Proven ability and experience in Financial Services having developed the breadth of relevant quality advice to meet a wide range of customer circumstances, ideally Equity Release products.
- Organisation and discipline for accurate and timely completion of all administration.
- Manner and style sympathetic to retirement customers.
- Committed to quality of service and advice; highly compliant.
- Excellent presentation skills.
- Evidence of sustained success and compliant practice.
- Goal⁠-⁠setter with achievement drive raises own target on attainment.
- Self⁠-⁠starter, with need to contribute to change and development.

**Qualifications

  • Field Equity Release Adviser

    6 months ago

    Preston, United Kingdom Age Partnership Full time

    Package £30,000 and £5,500 car allowance plus bonus scheme (up to 50% of salary). Generous benefits package. Hours of work 37.5 hours per week (hours of work will be flexible and dictated by the needs of the business, therefore it is expected that the successful applicant will work those hours including some Saturdays and evenings as necessary...

  • High-Quality Equity Release Advice Consultant

    2 weeks ago

    Preston, Lancashire, United Kingdom Age Partnership Full time

    As a Field Equity Release Adviser at Age Partnership, you will play a critical role in delivering high-quality equity release advice to existing and prospective clients. This exciting opportunity allows you to promote Age Partnership as the premier provider of quality advice in the field of equity release.Salary: £30,000 per annum, plus a car allowance of...

  • Equity Release Advisor

    2 weeks ago

    Preston, Lancashire, United Kingdom Age Partnership Full time

    Are you a motivated and experienced professional seeking a challenging role in regulated financial services? Do you have a passion for providing high-quality equity release advice? Join Age Partnership, a leading financial services firm, and take on the exciting challenge of becoming a Field Equity Release Adviser.Salary: £30,000 per annum, plus a car...

  • Financial Services Advisor with Equity Release Expertise

    4 weeks ago

    Preston, Lancashire, United Kingdom Age Partnership Full time

    Unlock Your Potential as a Financial Services AdvisorWe are seeking a self-motivated and proactive individual to join our team as a Financial Services Advisor, specializing in equity release. As a key member of our advisory team, you will be responsible for providing high-quality advice and guidance to clients, promoting Age Partnership as the premier...

  • Customer Support Adviser

    3 weeks ago

    Preston, United Kingdom CV-Library Full time

    About the company More2Life is part of the Key Group of companies and has been a pioneering force in the Equity Release market since its launch in 2008. Today, operating from our offices in Preston, we help over 1000 people every month to confidently release cash from their homes, significantly growing year on year to become one of the largest lifetime...

  • Financial Services Specialist

    2 weeks ago

    Preston, Lancashire, United Kingdom Age Partnership Full time

    Join Age Partnership, a leading financial services firm, and embark on an exciting career as a Field Equity Release Adviser. This role offers a unique opportunity to provide high-quality equity release advice to existing and prospective clients while promoting Age Partnership as the premier provider of quality advice.Salary: £30,000 per annum, plus a car...

  • Broker Support

    4 weeks ago

    Preston, United Kingdom CV-Library Full time

    More2Life is part of the Key Group of companies and has been a pioneering force in the Equity Release market since its launch in 2008. Today, operating from our offices in Preston, we help over 1000 people every month to confidently release cash from their homes, significantly growing year on year to become one of the largest lifetime mortgage lenders in the...

  • Employment Adviser

    6 months ago

    Preston, United Kingdom Career Connect Full time

    **Do you want to be part of an innovative service providing support to prisoners nearing their release?** **We are looking to recruit a Employment Adviser to work in HMP Preston** **Salary starting from £25,466 up to £28,817 per annum (depending on experience)** **Full time,** The person-centred service will provide: - Careers information, advice and...

  • Customer Service Advisor

    3 months ago

    Preston, United Kingdom CV-Library Full time

    Are you looking for a new role in financial services? Do you want a career and not just a job as a Customer Service Advisor? If so, we are the company that wants you. Benefits: Basic salary for the customer service advisor of £28k plus an annual bonus scheme | Comprehensive training and induction| Access to Professional Development and...

  • Field-Based Human Resources Generalist

    3 weeks ago

    Preston, Lancashire, United Kingdom Agility Resoucing Full time

    About the RoleThe successful candidate will report to the Managing Director in a busy operational function supporting a field-based population of employees and key stakeholders. Your primary responsibilities will include advising on recruitment and selection strategies, creating a great talent brand to attract the best staff, and case management, working...

  • Additional Lending Agent

    2 months ago

    Preston, United Kingdom CV-Library Full time

    More2Life is part of the Key Group of companies and has been a pioneering force in the Equity Release market since its launch in 2008. Today, operating from our offices in Preston, we help over 1000 people every month to confidently release cash from their homes, significantly growing year on year to become one of the largest lifetime mortgage lenders in the...

  • Customer Service Agent

    4 weeks ago

    Preston, United Kingdom CV-Library Full time

    Customer Service Agent - Inbound Monday - Friday 9am - 5pm £24,000 pa More2Life is part of the Key Group of companies and has been a pioneering force in the Equity Release market since its launch in 2008. Today, operating from our offices in Preston, we help thousands of people every month to confidently release cash from their homes. To provide...

  • Porting Agent

    2 months ago

    Preston, United Kingdom CV-Library Full time

    More2Life is part of the Key Group of companies and has been a pioneering force in the Equity Release market since it's launch in 2008. Today, operating from our offices in Preston, we help over 1000 people every month to confidently release cash from their homes, significantly growing year on year to become one of the largest lifetime mortgage lenders...

  • Field Service Technician

    3 weeks ago

    Preston, Lancashire, United Kingdom SMT GB Full time

    Key ResponsibilitiesService and repair Dynapac and Volvo road construction equipment, or other miscellaneous equipment.Identify mechanical problems, using technical knowledge and computerized diagnostic equipment, offering guidance and advice to the customer.Carry out duties in a commercially focused way, seeking additional service revenue opportunities and...

  • Leading Hand

    6 months ago

    Preston, United Kingdom CITIC Pacific Mining Management Full time

    Sino Iron is the largest magnetite mining and downstream processing operation in Australia, located kms Southwest of Karratha in the mining hub of the Pilbara. Our fully integrated operation features an open pit mine serviced by the biggest haul trucks in the world, a six-line concentrator and port terminal facilities at nearby Cape Preston. Our...

  • Underwriting Support Team Leader

    1 month ago

    Preston, United Kingdom CV-Library Full time

    Team Leader Based in Fulwood, Preston £29,000 per year Monday-Friday and fully onsite More2Life, part of the Key Group of companies, has been a pioneering force in the Equity Release market since it's launch in 2008. Today, operating from our offices in Preston, we help over 1000 people every month to confidently release cash from their homes,...

  • Case Owner

    2 months ago

    Preston, United Kingdom CV-Library Full time

    More2Life is part of the Key Group of companies and has been a pioneering force in the Equity Release market since it's launch in 2008. Today, operating from our offices in Preston, we help over 1000 people every month to confidently release cash from their homes, significantly growing year on year to become one of the largest lifetime mortgage lenders...

  • Underwriting Support

    6 days ago

    Preston, United Kingdom CV-Library Full time

    Are you interested in the financial world? Have you considered a career in Underwriting? This could be the position for you. We are currently seeking a candidate with excellent quality checking skills and attention to detail to join our Underwriting Support team based in Preston. More2Life, part of the Key Group of companies, has been a pioneering force in...

  • Field Service Engineer

    2 months ago

    Preston, United Kingdom SMT GB Full time

    About the Role:We are looking for a Field Service Engineer - Road Machinery to be based from our Warrington depot, this role will be working as part of a team of engineers covering Northwest England and surrounding areas.  The focus of this role is to ensure we deliver a first class service to both internal & external customers. To actively seek revenue...

  • Senior Pharmacy Quality Assurance Specialist

    6 months ago

    Preston, United Kingdom Lancashire Teaching Hospitals NHS Foundation Trust Full time

    Are you a qualified pharmacist and/or experienced in Pharmaceutical Quality Assurance looking to broaden your horizons and gain further experience within this exciting field? Then look no further as this will be the opportunity that you have been waiting for! We are looking for a motivated and enthusiastic Pharmacist/Quality Specialist to join our Quality...