Equity Release Advisor
2 weeks ago
Are you a motivated and experienced professional seeking a challenging role in regulated financial services? Do you have a passion for providing high-quality equity release advice? Join Age Partnership, a leading financial services firm, and take on the exciting challenge of becoming a Field Equity Release Adviser.
Salary: £30,000 per annum, plus a car allowance of £5,500 and a bonus scheme up to 50% of salary. A generous benefits package is also included.
About Us: At Age Partnership, we strive to become a household name synonymous with excellence. We collaborate with partners and suppliers to enable our customers to benefit from our relationships. Our company culture encourages colleagues to engage, learn, and flourish, with significant in-house training and development facilities.
The Role: As a Field Equity Release Adviser, you will be responsible for delivering exceptional equity release advice, meeting targets, and promoting Age Partnership as the UK's premier advisor in the field of equity release. You will work closely with clients, understanding their individual objectives and circumstances, and provide comprehensive recommendation packs.
Key Outputs:
- Delivery of high-quality equity release advice, adhering to the principles of 'treating customers fairly' and 'customer duty.'
- Providing clients with detailed recommendation packs, including KFI's, in line with company best practices.
- Meeting targets and KPI's while promoting Age Partnership as the premier advisor in equity release.
- Ensuring accurate and timely completion of all administration tasks.
Our Values:
- Raise the Bar
- Embrace Change – Welcome 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.
Benefits:
- A competitive salary of £30,000 per annum.
- A car allowance of £5,500.
- A bonus scheme up to 50% of salary.
- A generous benefits package.
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