Financial Services Advisor

3 weeks ago

Preston, Lancashire, United Kingdom Age Partnership Full time

About the Role

We are seeking a highly motivated and experienced Financial Services Advisor to join our team at Age Partnership. 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, taking into account their individual objectives and circumstances.
  • 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 the field of equity release.
  • Adhere to documented processes and ensure that records are kept appropriately in line with the company's record-keeping and file quality requirements.
  • Always adhere to the principles of 'treating the customers fairly' and 'customer duty'.
  • Ensure that competence to provide advice is maintained and a programme of CPD is undertaken and documented.
  • Other ad-hoc duties as and when required by the business.

Our Values

  • Customer First
    • Be Respectful – Treat customers and colleagues at all levels with dignity and respect.
    • Show awareness – Be aware of how your actions and behaviours affect customers, colleagues and the business.
    • Go Above & Beyond – Always aim to exceed expectations, giving your very best to every customer and colleague.
  • Raise the Bar
    • Embrace Change – Treat change as an opportunity to improve, welcoming 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.
  • Do the Right Thing
    • Be Accountable – Take responsibility for your actions and learn from any mistakes.
    • Keep Your Promises – Do what you say you'll do, when you say you'll do it.
    • Be Courageous & Honest – Speak up for what you believe in and welcome the opportunity to give and receive constructive feedback.
  • Win Together
    • Collaborate & Share – Be generous with your time and ideas, working with and for the wider team.
    • Appreciate Others – Recognise the contribution made by every colleague to the success of our business.
    • Focus on Solutions – Show resilience and determination, focusing on the solution not the problem.

About You

We are looking for a self-motivated, proactive and target-driven individual who has the ability to thrive within a fast-paced environment whilst delivering both financial advice and customer service of the highest quality.

Requirements

  • A minimum of 12 months experience in an advisory role within the field of regulated financial services.
  • Professional background accustomed to high standards of personal discipline and behaviour.
  • Proven ability and experience in Financial Services having developed the breadth of relevant quality advice to meet a wide range of customer circumstances, ideally 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 need to contribute to change and development.

Qualifications

  • Financial services qualifications
  • Certificate in Financial Planning/Certificate in Mortgage Advice (or equivalent) or
  • Certificate in Mortgage Advice & Practice (CeMAP)
  • Certificate in Equity Release (CF7 & ER1) or
  • Certificate in Regulated Equity Release (CeRER)

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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