Financial Services Advisor

1 day ago

Preston, Lancashire, United Kingdom Age Partnership Full time
Job Title: Field Equity Release Adviser

At Age Partnership, we're seeking a highly skilled and motivated Field Equity Release Adviser to join our team. As a key member of our team, you will be responsible for providing exceptional equity release advice to our clients, promoting Age Partnership as the premier provider of quality advice in the field of equity release.

Key Responsibilities:
  • Deliver high-quality equity release advice to clients, ensuring that their individual objectives and circumstances are met.
  • Provide comprehensive recommendation packs, including KFI's, in line with company best practice.
  • Meet targets and KPI's, promoting Age Partnership as the UK's premier advisor in equity release.
  • Adhere to documented processes, ensuring accurate and timely completion of all administration.
  • Always adhere to the principles of 'treating the customer fairly' and 'customer duty'.
  • Ensure competence to provide advice is maintained, with a programme of CPD undertaken and documented.
  • Other ad-hoc duties as required by the business.
Our Values:
  • Customer First: Be respectful, show awareness, and go above and beyond to exceed expectations.
  • Raise the Bar: Embrace change, commit to development, and be proud and lead by example.
  • Do the Right Thing: Be accountable, keep promises, and be courageous and honest.
  • Win Together: Collaborate, share, appreciate others, and focus on solutions.
Requirements:
  • A minimum of 12 months experience in an advisory role within regulated financial services.
  • Professional background accustomed to high standards of personal discipline and behaviour.
  • Proven ability and experience in Financial Services, with a focus on equity release products.
  • Organisation and discipline for accurate and timely completion of all administration.
  • Manner and style sympathetic to retirement customers.
  • Committed to quality of service and advice; highly compliant.
  • Excellent presentation skills.
  • Evidence of sustained success and compliant practice.
  • Goal-setter with achievement drive – raises own target on attainment.
  • Self-starter, with a need to contribute to change and development.

This job description is not exhaustive and serves only as a broad outline of the duties required. This job description may be amended as necessary.

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