Field Equity Release Specialist
7 days ago
About the Role
We are seeking a self-motivated, proactive and target driven individual to provide high-quality equity release advice to existing and prospective clients.
Key Responsibilities
- Delivery of exceptional equity release advice in line with each client's individual objectives and circumstances.
- Providing clients with comprehensive recommendation packs, including KFI's and in line with company's best practice.
- Meeting targets and KPI's and promoting Age Partnership as the premier advisor in the field of equity release.
- Adhere to documented processes and ensuring 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.
Our Business
At Age Partnership, we strive to become a household name synonymous with excellence. We believe in empowering our colleagues to engage, learn and flourish in a collaborative environment that promotes growth and development.
What we Offer
- A competitive salary, plus a car allowance and bonus scheme.
- A generous benefits package.
- A comprehensive training and development programme.
- A dynamic and supportive work environment.
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