Equity Release Adviser £32K Basic Plus Upto £23k Bonus

Recruiter
Verridian Plc
Location
York
Salary
32000.0000
Posted
18 Mar 2017
Closes
17 Apr 2017
Contract Type
Permanent
Hours
Full Time

Summary: £32,000 basic £23,200 bonus, £7,200 car allowance.

Description:

  • Where required, to act as an FCA Approved Person (Controlled Function category CF30), taking responsibility for advising on product areas and providing advice to customers in connection with regulated business lines operated by the company.
  • To ensure appropriate customer outcomes and where appropriate the provision of Equity Release and / or Care Funding and Retirement Income needs; and other relevant products and services from a selected panel to customers who are or will be soon retired, based primarily on qualified appointments provided by the company plus self-generated appointments as can be developed, through building lifetime relationships, meeting and exceeding quality and sales targets / objectives.

Role Accountabilities

For Care & Retirement Income Advisers:

  • To act as an Approved Person carrying out a controlled function CF30 as defined by the FCA.

For all Advisers:

  • To comply with and adhere to the FCA Statement of Principles and the companies Code of Practice for Approved Persons.
  • To deliver annual objectives as defined and agreed with the Regional Manager.
  • To secure business in accordance with sales delivery and advice processes to ensure that T&C and compliance requirements are met and maintained.
  • To achieve required KPIs.
  • To maintain professional development, technical knowledge and presentation skills to ensure that advice provided is compliant, informative factual and relevant, proactively ensuring that skills and knowledge levels are maintained to ensure ongoing competence.
  • To undertake all aspects of administration associated with the role, reporting and record keeping in a timely manner and to company quality standards.

Qualifications

For Care & Retirement Income Advisers:

  • Must hold,CII Diploma in Regulated Financial Planning or its equivalent.
  • For Care Advisers:
  • Must hold CII CF8 (or its equivalent) in addition to the CII Diploma in Regulated Financial Planning or its equivalent .
  • Must be qualified to QCF Level 4 and a Statement of Professional Standing (SPS) from an Approved Accredited Body.
  • Must hold Competent Adviser Status

For Equity Release Advisers:

  • Must hold CII CF1, CF6 and ER1 or their equivalents.
  • Desirable: To achieve QCF Level 4 - CII Diploma in Regulated Financial Planning or its equivalent within 2 years of joining, and CF8.

Skills and Knowledge

  • Proven track record of achieving results.
  • Flexible, adaptable attitude - open to new ways of working.
  • Excellent problem analysis and resolution skills.
  • Excellent verbal, written communication and interpersonal skills, with the ability to present complex financial concepts in a clear and concise manner.
  • Understanding of the products and services provided by the Group.
  • Understanding of business processes.
  • Empathetic style & ability to build strong relationships with both Customers & Colleagues.

Experience

For Care & Retirement Income Advisers:

  • Must be CF30 currently

For all Advisers:

  • Must have relevant and proven experience ideally gained in the Financial Services industryAll Appointments booked in your diary.