Financial Services Expert

1 month ago


Plymouth, Plymouth, United Kingdom Responsible Life Full time

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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