Equity Release Specialist

7 days ago


Newcastle upon Tyne, Newcastle upon Tyne, United Kingdom Premier Jobs UK Limited Full time

Job Opportunity: Equity Release Adviser

Premier Jobs UK Limited is seeking a skilled Equity Release Adviser to join their team in the North East region. As an Equity Release Adviser, you will be responsible for providing expert advice to clients on equity release options, ensuring they make informed decisions about their financial futures.

Key Responsibilities:

  • Provide personalized advice to clients on equity release products and services
  • Conduct thorough needs assessments to understand clients' financial goals and objectives
  • Develop and maintain strong relationships with clients to ensure long-term loyalty and satisfaction
  • Stay up-to-date with industry developments and regulatory changes to ensure compliance and best practices

Requirements:

  • Current or returning Equity Release Adviser with relevant qualifications (CF7, ER1, or CeRER)
  • Strong understanding of equity release products and services, including their features and benefits
  • Excellent communication and interpersonal skills, with the ability to build trust with clients
  • Self-motivated and disciplined, with a strong work ethic and attention to detail

Benefits:

  • Uncapped earnings potential as a self-employed role
  • OTE of £75,000+ with opportunities for growth and advancement
  • Home-based role with flexibility to travel to meet clients as needed

Location:

North East region



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