Financial Services Advisor

4 weeks ago


StocktononTees, Stockton-on-Tees, United Kingdom Bower Retirement Limited Full time

Bower Retirement Limited is a leading provider of equity release and later life mortgage products. We are seeking a highly skilled and experienced Financial Services Advisor to join our team. As a Financial Services Advisor, you will be responsible for providing expert advice to clients on a range of equity release and later life mortgage products. You will work closely with our customer contact centre to book pre-qualified appointments and provide advice to clients via phone, video, or local visits. You will also have access to our user-friendly CRM system and extensive database of existing customers. We offer excellent support, training, and earnings potential, as well as regular CPD events and product updates. To be successful in this role, you will need a minimum of 6 months' experience in the financial services industry, a Certificate in Mortgage Advice (CeMAP), and a Certificate in Financial Planning (CeFA), FPC, or level 4 Diploma in Financial Planning. You will also need to have a long-term care CF8 qualification. If you are a motivated and experienced Financial Services Advisor looking for a new challenge, please apply.


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