Financial Services Expert
1 month ago
Role Overview
We're seeking self-employed later-life lending advisers to join our team at Responsible Life. As a key member of our team, you'll be responsible for delivering exceptional customer service and providing expert advice on later-life lending solutions.
Key Responsibilities
- Provide expert advice on various mortgage products and recommend suitable options for clients.
- Maintain a high level of expertise on mortgage products and regulatory changes.
- Uphold client confidentiality and adhere to industry regulations for impartial financial advice.
Requirements
- Previous experience in telephone-based customer appointments.
- Familiarity with video-based appointments (Teams, Zoom).
- Proficient in MS Office suite (Word, Excel, Teams).
What We Offer
- Opportunity to work remotely within a supportive team environment.
- Chance to grow professionally with continuous training and industry events.
- Competitive compensation package.
About Us
At Responsible Life, we're dedicated to helping individuals achieve their retirement goals while advancing their careers in the dynamic world of financial services.
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