Financial Services Advisor

4 weeks ago

Preston, Lancashire, United Kingdom Age Partnership Full time
Job Title: Field Equity Release Adviser

About the Role

We are seeking a highly motivated and experienced Field Equity Release Adviser to join our team at Age Partnership. As a Field Equity Release Adviser, you will be responsible for providing high-quality equity release advice to existing and prospective clients, promoting Age Partnership as the premier provider of quality advice in the field of equity release.

Key Responsibilities

  • Deliver exceptional equity release advice in line with each client's individual objectives and circumstances.
  • Provide clients with comprehensive recommendation packs, including KFI's and in line with company's best practice.
  • Meet targets and KPI's and promote Age Partnership as the UK's premier advisor in the field of equity release.
  • Adhere to documented processes and ensure that records are kept appropriately in line with the company's 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 you'll do, when you say you'll 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.

About You

We are looking for 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.

Requirements

  • 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

  • Financial services qualifications
  • Certificate in Financial Planning/Certificate in Mortgage Advice (or equivalent) or
  • Certificate in Mortgage Advice & Practice (CeMAP)
  • Certificate in Equity Release (CF7 & ER1) or
  • Certificate in Regulated Equity Release (CeRER)

This job description is not exhaustive and serves only as a broad outline of the duties required. This job description may be amended as necessary.

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