Current jobs related to Equity Release Advisor - Preston, Lancashire - Age Partnership

  • Field Equity Release Specialist

    2 weeks ago

    Preston, Lancashire, United Kingdom Age Partnership Full time

    Job Title: Field Equity Release AdviserA challenging opportunity has arisen for a self-motivated and proactive individual to join Age Partnership, a leading provider of quality advice in the field of equity release.About the RoleWe are seeking an experienced Financial Services professional to provide high-quality equity release advice to existing and...

  • Field Equity Release Specialist

    4 weeks ago

    Preston, Lancashire, United Kingdom Age Partnership Full time

    About the RoleWe are seeking a highly motivated and experienced Equity Release Advisor to join our team at Age Partnership. As a key member of our team, you will be responsible for providing exceptional equity release advice to our clients, promoting Age Partnership as the premier provider of quality advice in the field of equity release.Key...

  • Financial Services Advisor

    3 weeks ago

    Preston, Lancashire, United Kingdom Age Partnership Full time

    About the RoleWe are seeking a highly motivated and experienced Financial Services Advisor to join our team at Age Partnership. As a key member of our team, you will be responsible for providing exceptional equity release advice to our clients, promoting Age Partnership as the premier provider of quality advice in the field of equity release.Key...

  • Financial Services Advisor

    3 weeks ago

    Preston, Lancashire, United Kingdom Age Partnership Full time

    About the RoleWe are seeking a highly motivated and experienced Financial Services Advisor to join our team at Age Partnership. As a key member of our team, you will be responsible for providing exceptional equity release advice to our clients, promoting Age Partnership as the premier provider of quality advice in the field of equity release.Key...

  • Financial Services Advisor

    4 weeks ago

    Preston, Lancashire, United Kingdom Age Partnership Full time

    Job Title: Field Equity Release AdviserAbout 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...

  • Financial Services Advisor

    4 weeks ago

    Preston, Lancashire, United Kingdom Age Partnership Full time

    Job Title: Field Equity Release AdviserAbout 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...

  • Financial Services Advisor

    4 weeks ago

    Preston, Lancashire, United Kingdom Age Partnership Full time

    Job Title: Field Equity Release AdviserAbout the RoleWe 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...

  • Financial Services Advisor

    4 weeks ago

    Preston, Lancashire, United Kingdom Age Partnership Full time

    Job Title: Field Equity Release AdviserAbout the RoleWe 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...

  • Parts Advisor

    3 weeks ago

    Preston, Lancashire, United Kingdom Ernest Gordon Recruitment Limited Full time

    Job Title: Parts Advisor - Agricultural Equipment SpecialistJob Summary: We are seeking a skilled Parts Advisor to join our team in Preston. As a Parts Advisor, you will be responsible for dealing with clients and customers on agricultural equipment, providing quotes, checking deliveries, managing stock, and assisting depot staff.Key Responsibilities:*...

  • Financial Leadership Expert

    4 weeks ago

    Preston, Lancashire, United Kingdom Axon Moore Full time

    Finance Director Opportunity with Private Equity Backed BusinessAxion Moore is pleased to present a unique opportunity for a Finance Director to join a thriving private equity backed business in Lancashire. This is an exciting time for the company, with ongoing M&A activity and a focus on accelerated organic growth.Key Responsibilities:Collaborate with the...

  • Financial Leadership Expert

    4 weeks ago

    Preston, Lancashire, United Kingdom Axon Moore Full time

    Finance Director Opportunity with Private Equity Backed BusinessAxion Moore is pleased to present a unique opportunity for a Finance Director to join a thriving private equity backed business in Lancashire. This is an exciting time for the company, with ongoing M&A activity and a focus on accelerated organic growth.Key Responsibilities:Collaborate with the...

  • Financial Leadership Expert

    1 month ago

    Preston, Lancashire, United Kingdom Axon Moore Full time

    Finance Director Opportunity with Private Equity Backed BusinessAxion Moore is pleased to present a unique opportunity for a Finance Director to join a thriving private equity backed business in Lancashire. As a finance-specialist agency, we have a proven track record of connecting high-calibre talent with premium roles.Role OverviewThe Finance Director will...

  • Senior Financial Strategist

    3 weeks ago

    Preston, Lancashire, United Kingdom Axon Moore Full time

    Financial Director OpportunityAxion Moore is pleased to present a unique opportunity for a Financial Director to join a thriving private equity backed business. As a finance-specialist agency, we have a proven track record of connecting high-calibre talent with premium roles.Role Overview:The Financial Director will play a pivotal role in shaping the...

  • Financial Director

    4 weeks ago

    Preston, Lancashire, United Kingdom Axon Moore Full time

    Finance Director | £90,000 - £120,000 plus wider package | Private Equity Backed Business | Lancashire | Succession Planning for CFOCompany:Our prestigious client, a dynamic private equity backed business, is embarking on an exciting growth phase. Recent investment will enable accelerated organic growth and the opportunity to pursue a buy and build M&A...

  • Financial Director

    4 weeks ago

    Preston, Lancashire, United Kingdom Axon Moore Full time

    Finance Director | £90,000 - £120,000 plus wider package | Private Equity Backed Business | Lancashire | Succession Planning for CFOCompany:Our prestigious client, a dynamic private equity backed business, is embarking on an exciting growth phase. Recent investment will enable accelerated organic growth and the opportunity to pursue a buy and build M&A...

  • Chief Financial Strategist

    4 days ago

    Preston, Lancashire, United Kingdom Axon Moore Full time

    Role Overview:Axon Moore is delighted to present a unique opportunity for a Chief Financial Strategist to join this thriving organisation. The successful candidate will play a pivotal role in shaping the financial landscape of this dynamic company, reporting directly to the CFO and collaborating closely to drive strategic financial planning.Key...

  • Senior Finance Leader

    3 weeks ago

    Preston, Lancashire, United Kingdom Axon Moore Full time

    Job Title: Senior Finance LeaderCompany: Axon MooreJob Description:We are seeking a Senior Finance Leader to join our team at Axon Moore. As a key member of our finance department, you will play a pivotal role in shaping the financial landscape of our company.Key Responsibilities:Collaborate closely with the CFO to drive strategic financial planning and...

  • Field Equity Release Adviser

    5 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...

  • Field Equity Release Adviser

    5 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...

  • Customer Service Advisor

    2 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...

  • Parts Advisor

    1 month ago

    Preston, United Kingdom CV-Library Full time

    Parts Advisor (Automotive / Engineering / Agricultural) £25,000 - £27,000 + Bonus Scheme + 29 Days Holiday + Bespoke Training + Progression + Office Based Preston Are you a Parts Advisor or from a Customer Service background, looking for an exciting work environment where you'll engage with local customers, within a thriving depot? The...

  • Quality Advisor

    5 months ago

    Preston, United Kingdom VolkerWessels Full time

    Part of the VolkerWessels UK Group, VolkerStevin is an industry-leading civil engineering business, providing complex and innovative engineering solutions across a wide range of sectors including maritime, flood risk management, defence, energy, water and regeneration. Collaborating with, and drawing on the specialist skills of the group’s business units...

  • No7 Advisor

    5 months ago

    Preston, United Kingdom Boots Full time

    Summary Job Reference: - 229808BR Preston, Fishergate Permanent Various Hours Available **The salary for this role is £24,245.10 - £26,884.69 depending on location.** No 7 Advisor is an exciting role helping customers and advising them about their skincare and beauty needs. **Who we are** Five iconic brands make up No7 Beauty Company - No7, Liz...

  • No7 Advisor

    5 months ago

    Preston, United Kingdom No.7 Boots Full time

    Preston, Fishergate Part-Time Permanent - The salary for this role is £24,245.10 - £26,884.69 depending on location. - No 7 Advisor is an exciting role helping customers and advising them about their skincare and beauty needs. - Who we are - Five iconic brands make up No7 Beauty Company - No7, Liz Earle, Soap & Glory, Botanics and Sleek MakeUP. We...

  • HR Advisor

    5 months ago

    Preston, United Kingdom VolkerWessels Full time

    Part of the VolkerWessels UK Group, VolkerStevin is an industry-leading civil engineering business, providing complex and innovative engineering solutions across a wide range of sectors including maritime, flood risk management, defence, energy, water and regeneration. Collaborating with, and drawing on the specialist skills of the group’s business units...

  • Health, Safety and Fire Advisor

    5 months ago

    Preston, United Kingdom Ministry of Justice Full time

    Salary - £30,471 Number of jobs available - 1 Detail of reserve list - 12 Months Region - North West City/Town - Preston Building/Site - HM Prison Kirkham, PR4 2RN Grade - EO Organisation Grade for HMPPS - Band 4 Post Type - Permanent Working Pattern - Full Time Role Type - Health and Safety Job description **Overview of the job** This is a...

  • No7 Advisor

    5 months ago

    Preston, United Kingdom Boots Full time

    Summary Job Reference: - 226868BR Preston, Fishergate Permanent 20 hours per week **The salary for this role is £24,245.10 - £26,884.69 depending on location.** No 7 Advisor is an exciting role helping customers and advising them about their skincare and beauty needs. **Who we are** Five iconic brands make up No7 Beauty Company - No7, Liz Earle,...

  • No7 Advisor

    5 months ago

    Preston, United Kingdom Boots Full time

    Summary Job Reference: - 223387BR Preston, Deepdale Retail Park Permanent 35 hours per week **The hourly rate for this role is £11.30 - £12.50 depending on location.** No 7 Advisor is an exciting role helping customers and advising them about their skincare and beauty needs. **Who we are** Five iconic brands make up No7 Beauty Company - No7, Liz...

  • No7 Advisor

    5 months ago

    Preston, United Kingdom No.7 Boots Full time

    Preston, Deepdale Retail Park Part-Time Permanent The hourly rate for this role is £11.30 - £12.50 depending on location. No 7 Advisor is an exciting role helping customers and advising them about their skincare and beauty needs. Who we are Five iconic brands make up No7 Beauty Company - No7, Liz Earle, Soap & Glory, Botanics and Sleek MakeUP. We...

  • Senior Environmental Advisor

    5 months ago

    Preston, United Kingdom VolkerWessels Full time

    Part of the VolkerWessels UK Group, VolkerStevin is an industry-leading civil engineering business, providing complex and innovative engineering solutions across a wide range of sectors including maritime, flood risk management, defence, energy, water and regeneration. Collaborating with, and drawing on the specialist skills of the group’s business units...

  • Parts Advisor Apprentice

    5 months ago

    Preston, United Kingdom Skoda Apprenticeships Full time

    ŠKODA is driven by something different. What are you driven by? We are looking for ambitious, dynamic, and enthusiastic people to join our apprenticeship programme. If you are customer focused, forward thinking and want to learn, then we can give you the life and technical skills you need to be part of our team. The Parts Department is at the heart of our...

  • Holiday Home Sales Advisor

    5 months ago

    Preston, United Kingdom Haven Full time

    Come and join our One Great Team here at Haven as a Holiday Home Sales Advisor! As part of our Holiday Home Sales Team, you will - Be responsible for helping new families purchase Holiday Homes at Haven with full product training and support - Create relationships with existing owners to support them in part exchanging their existing Holiday Homes - This...

  • Strategy and Insight Senior Advisor

    1 month ago

    Preston, United Kingdom National Nuclear Laboratory Full time

    SummaryJob Description for Strategy and Insight Senior Advisor:There's never been a more exciting time to be part of the nuclear sector. New opportunities are being created all the time. At NNL, you'll be in the ideal place to capitalise on this momentum, face new challenges and develop a long, successful and meaningful career. We're an organisation that's...

  • Additional Lending Agent

    3 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...

  • Porting Agent

    2 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 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...

  • Quality Advisor

    5 months ago

    Preston, United Kingdom VolkerWessels Full time

    Part of the VolkerWessels UK Group, VolkerStevin is an industry-leading civil engineering business, providing complex and innovative engineering solutions across a wide range of sectors including maritime, flood risk management, defence, energy, water and regeneration. Collaborating with, and drawing on the specialist skills of the group’s business units...

  • Underwriting Support Team Leader

    3 days 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,...

Equity Release Advisor

2 months ago

Preston, Lancashire, United Kingdom Age Partnership Full time

About Age Partnership

At Age Partnership, we're dedicated to delivering world-class customer experiences and continually innovating to make dealing with us efficient and engaging. We strive to become a household name synonymous with excellence, working collaboratively with partners and suppliers to enable our customers to benefit from our relationship.

The Role

We're seeking a self-motivated, proactive, and target-driven individual to join our team as a Field Equity Release Specialist. As a key member of our team, you'll provide high-quality equity release advice to existing and prospective clients, promoting Age Partnership as the premier provider of quality advice within the parameters of the Financial Services Authority's rules and regulations.

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 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

We're committed to our values, which include:

  • 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.

The Ideal Candidate

We're looking for a self-starter with a 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. You'll have a minimum of 12 months experience in an advisory role within the field of regulated financial services, and be committed to quality of service and advice; highly compliant. Excellent presentation skills and evidence of sustained success and compliant practice are also essential.

Qualifications

Financial services qualifications, such as Certificate in Financial Planning/Certificate in Mortgage Advice (or equivalent), Certificate in Mortgage Advice & Practice (CeMAP), Certificate in Equity Release (CF7 & ER1), or Certificate in Regulated Equity Release (CeRER), are required.