Home Based Equity Release Advisor(s)

Reward Recruitment
Yorkshire and the Humber
12 Jan 2018
14 Feb 2018
Contract Type
Full Time

Home Based Equity Release Advisor

Location: Home based

Salary: £24,000 - £30,000 (c.£45K OTE)

The Role

Our client is a rapidly growing Financial Services company and they are looking to recruit a number of career driven Equity Release Advisers, who can provide professional, specialist advice over the telephone, to their existing and prospective clients. The successful applicant(s) will have excellent communication skills, which will be essential for you to succeed within this role and you must be a hard-working, proactive and target driven individual who is able to deliver financial advise and customer service of the highest quality.

Key outputs

  • Establishing contact with potential clients and providing equity release advice in line with each individual's objectives and circumstances
  • Providing clients with comprehensive recommendation packs, including KFIs and in line with the company's best practice
  • Meeting performance targets and promoting the company as the UK's premier advisor in the field of equity release
  • Ensuring that records are kept appropriately in line with the company's record keeping and file quality requirements
  • Contacting clients upon receipt of equity release offer and communicating the outcome of property valuations where determined by the company's designated sales process
  • Adhering at all times to the principles of "treating customers fairly"
  • Developing appropriate relationships with lenders
  • Ensuring that competence to provide advice is maintained and a programme of CPD is undertaken and documented
  • To attend training courses when arranged, and read relevant material as distributed by colleagues
  • To undergo further training and qualifications as and when required
  • Other ad-hoc duties as and when required by the business

Skills & knowledge

  • 2 years experience advising in Equity Release
  • Certificate in Regulated Equity Release (CeRER) (Home Reversion 'top-up unit)
  • Evidence of sustained success and compliant practice
  • Excellent written and verbal communication skills
  • The ability to manage time efficiently
  • A caring and empathetic approach

How to apply

Please send your CV immediately to Stuart at Reward Recruitment or contact him directly for a discreet and confidential chat.