Financial Advisor

4 weeks ago


StocktononTees, Stockton-on-Tees, United Kingdom Bower Retirement Limited Full time
Job Title: Financial Advisor - Equity Release Specialist

About the Role:

We are seeking an experienced Financial Advisor to join our team at Bower Retirement Limited. As a Financial Advisor, you will be responsible for providing expert advice to clients on equity release and later life mortgage products.

Key Responsibilities:

* Provide advice to clients on equity release and later life mortgage products
* Use Bower's user-friendly CRM system to manage client relationships and track progress
* Collaborate with the Customer Contact Centre to book pre-qualified appointments with clients
* Attend regular training and competency events to stay up-to-date with industry developments

Requirements:

* Minimum 6 months' experience in financial services
* Certificate in Mortgage Advice (CeMAP) or equivalent
* Certificate in Financial Planning (CeFA), FPC, or level 4 Diploma in Financial Planning
* Long-term care CF8

What We Offer:

* Competitive salary and bonus structure
* Ongoing training and development opportunities
* Collaborative and supportive team environment

How to Apply:

If you are a motivated and experienced Financial Advisor looking for a new challenge, please submit your application.
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