Equity Release Consultant

1 month ago

Preston, Lancashire, United Kingdom Age Partnership Full time

Exciting Career Opportunity at Age Partnership

Compensation Package

Attractive salary along with a comprehensive benefits package, including a vehicle allowance and performance-based bonuses.

Work Schedule

Flexible working hours with the possibility of occasional weekend and evening commitments.

About Age Partnership

Founded in 2004, Age Partnership is committed to delivering exceptional customer experiences while fostering innovation in the financial services sector.

Become part of a team that prioritizes learning, growth, and collaboration to achieve outstanding results.

Position Overview

Key Responsibilities

  • Deliver expert advice on equity release solutions to clients
  • Prepare detailed recommendation documents in accordance with company protocols
  • Achieve performance targets and enhance the company’s reputation as a leader in equity release consultancy
  • Maintain precise records and comply with regulatory standards
  • Ensure fair treatment of all customers is upheld
  • Engage in ongoing professional development
  • Undertake additional responsibilities as required

Core Values

Customer Centricity

  • Engage respectfully with clients and colleagues
  • Recognize the impact of our actions on stakeholders
  • Strive to exceed customer expectations consistently

Commitment to Improvement

  • Welcome change and innovative ideas
  • Dedicate oneself to personal and professional growth
  • Set an example and take pride in one’s contributions

Integrity

  • Be accountable and learn from experiences
  • Honor commitments and act with transparency and courage
  • Promote open dialogue and constructive feedback

Collaboration

  • Work together and share expertise
  • Value the input of team members
  • Focus on solutions and collective success

The Ideal Candidate

Profile

We are looking for a driven professional with a proven background in financial services and a commitment to providing exceptional customer support and guidance.

Required Skills & Qualifications

Essential Criteria

  • At least 12 months of experience in financial advisory roles
  • Strong organizational capabilities and meticulous attention to detail
  • Ability to deliver quality advice tailored to diverse customer needs
  • Excellent presentation skills and adherence to compliance standards
  • Demonstrated success in meeting objectives and enhancing performance
  • Self-driven and receptive to change and development

Educational Requirements

  • Certificate in Financial Planning or equivalent qualification
  • Certificate in Mortgage Advice
  • Certificate in Equity Release or similar credentials

This job description outlines the general responsibilities and qualifications for the role and may be subject to modifications as necessary.

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