Home Based HNW Equity Release Adviser - East London

Morris Jones Consulting
02 Feb 2017
02 Mar 2017
Contract Type
Full Time

Morris Jones Consulting Ref:


Job Title:

Home Based HNW Equity Release Adviser - East London


To £32k basic, Car Allowance (£360 per month), Pension, Bonuses - OTE £90k-£100k


A very well respected National Independent Equity Release IFA firm requires Equity Release qualified advisers to work from home in the East London area, servicing appointments made by the dedicated incentivised sales team in your local geographical area, dealing mainly with HNW clients.

Working from home, you will work closely with the Area Sales Manager as well as the diary team who will book on average 6 first pre-qualified appointments into your diary, for you to contact and review their financial needs and offer advice on equity release.

Main Duties:

Working from home in or around the East London area, you will be required to visit potential and existing clients in their home who have requested advice or guidance on equity release.

All the appointments have pre-qualified and booked by an incetivised sales team for you to review their financial needs and requirements and offer advice on equity release to clients usually aged over the age of 55.

The clients have contacted the sales team based in the office who have pre-qualified the clients ensuring that they are eligible for Equity Release advice and then made an appointment for the home-based IFA to contact the client and offer suitable advice.

Our client has an excellent reputation in the specialised sector and has invested heavily on television and press advertising in the local area.

On average, you will have 6 first appointments and 3 second appointments per week, these appointments will generally be during the daytime, however, you may have to work 1 to 2 evenings per week.

Based on average case sizes, if you complete the 3 pieces of business per week including the basic you will earn £100k

Key Skills:

Due to the business that you will be dealing with you must be experienced in providing regulated financial advice, there is no need to possess the CeRER or equivalent qualifications as our client will assist you in achieving these qualifications, however, this would be an advantage.

You should possess a manner and advising style sympathetic to retirement customers and be committed to providing a quality of service and advice.


Rare & excellent opportunity for a Financial Services professional looking to move into one of the fastest growing sectors within the industry.


Bryn McMillan

Financial Services Specialist

Morris Jones Consulting

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