Expert Equity Release Specialist

7 days ago


Leeds, Leeds, United Kingdom Age Partnership Full time

Job Overview


We are seeking a highly skilled and motivated Expert Equity Release Specialist to join our team at Age Partnership. As an equity release adviser, you will be responsible for providing high-quality advice to existing and prospective clients, promoting us as the premier provider of quality advice in the field of equity release.



About Us

Established in 2004, Age Partnership has consistently strived to improve the markets we operate in for the benefit of our customers. We achieve this by delivering world-class customer experiences, continually innovating and embracing digital technology to make dealing with us both efficient and engaging.



The Role

This role offers a salary of £30,000 per annum, plus a generous benefits package. The successful candidate will work within a fast-paced environment, delivering both financial advice and customer service of the highest quality.



Key Responsibilities

  1. Contacting clients via pre-qualified appointments to provide equity release advice tailored to each individual's objectives and circumstances.
  2. Providing comprehensive recommendation packs, including Key Features Illustrations (KFIs), aligned with our best practice.
  3. Meeting targets and promoting Age Partnership as the UK's leading advisor in the field of equity release.
  4. Collaborating with the Compliance Manager to develop a compliant approach to commercial activity.
  5. Maintaining accurate records in line with our record-keeping and file quality requirements.
  6. Notifying clients upon receipt of equity release offers and communicating property valuation outcomes through our designated process.
  7. Ensuring adherence to the principles of 'treating customers fairly' at all times.
  8. Fostering relationships with lenders to enhance business opportunities.
  9. Undertaking continuing professional development (CPD) to maintain competence and document learning activities.
  10. Performing other duties as required by the business.


Requirements

To succeed in this role, you must possess:



  • A minimum of 6 months' experience as an adviser in regulated financial services.
  • The ability to work independently while fitting into a dynamic and enthusiastic team environment.
  • Evidence of sustained performance and compliant practice.
  • Excellent written and verbal communication skills.
  • Effective time management capabilities.
  • A caring and empathetic approach towards clients.


Preferred Qualifications

Prior experience in telephone-based financial advice and regulated equity release is desirable.



Benefits

At Age Partnership, we offer a competitive salary, flexible working hours, and a supportive team environment that encourages personal growth and development.




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