Field Equity Release Specialist

7 days ago


Bristol, Bristol, United Kingdom Age Partnership Full time

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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