Equity Release Advisor

Equity Release Advisor

Warrington Full-Time 24000 - 42000 £ / year (est.) No home office possible
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At a Glance

  • Tasks: Help clients navigate equity release options and manage leads effectively.
  • Company: Join a leading firm in the equity release market with a strong reputation.
  • Benefits: Enjoy uncapped earnings potential or a competitive salary, plus bonuses.
  • Why this job: Be part of a growing team with plenty of leads and opportunities for self-generation.
  • Qualifications: Must have experience as an Equity Release Advisor and relevant qualifications like CF7 or ER1.
  • Other info: Work from home with travel to meet local clients when needed.

The predicted salary is between 24000 - 42000 £ per year.

Job Description

This Equity Release Advisor job in Liverpool / Manchester / Preston provides opportunity to join a well established leader in the market who have good lead sources to support their current team.

As an Equity Release Advisor, you will receive leads generated from their various sources including high profile marketing efforts. All leads are pre-qualified by their in house team and booked into your diary.

Alongside company leads provided, they are seeking ambitious individuals who can self-generate some business to supplement their activities.

Equity Release Advisor Requirements

  • You should have current or previous experience as an Equity Release Advisor
  • You must hold relevant qualifications to be licensed as an Equity Release Adviser, such as CF7, ER1 or CeRER

Equity Release Advisor Benefits

  • Self-employed role with uncapped earnings with OTE of £75,000+
  • Or, employed with salary of circa £30,000 – £35,000 plus £2,000 car allowance and bonuses
  • Home based role with travel to see local clients where appropriate

Locations:

Liverpool / Manchester / Preston

Liability and Disclaimer

Whilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liability is accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information

Equity Release Advisor employer: Premier Jobs UK Limited

Join a leading firm in the equity release market, where you will benefit from a strong pipeline of pre-qualified leads and the flexibility of a home-based role. With competitive earnings potential, a supportive work culture, and opportunities for personal growth, this position in Liverpool / Manchester offers a rewarding career path for ambitious Equity Release Advisors looking to make a meaningful impact.
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Contact Detail:

Premier Jobs UK Limited Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Equity Release Advisor

✨Tip Number 1

Familiarize yourself with the latest trends and regulations in equity release. This knowledge will not only boost your confidence during interviews but also demonstrate your commitment to staying informed in a rapidly changing market.

✨Tip Number 2

Network with other professionals in the industry, especially those who are already working as Equity Release Advisors. They can provide valuable insights and may even refer you to potential job openings.

✨Tip Number 3

Prepare to discuss your self-generation strategies during the interview. Highlight any past experiences where you've successfully built a client base or generated leads on your own.

✨Tip Number 4

Showcase your qualifications clearly. Make sure to mention your CF7, ER1, or CeRER certifications in conversations and during networking events to establish your credibility as a qualified advisor.

We think you need these skills to ace Equity Release Advisor

Equity Release Knowledge
CF7 Qualification
ER1 Qualification
CeRER Qualification
Sales Skills
Client Relationship Management
Self-Motivation
Communication Skills
Negotiation Skills
Financial Acumen
Market Awareness
Time Management
Problem-Solving Skills
Networking Skills

Some tips for your application 🫡

Highlight Relevant Experience: Make sure to emphasize your current or previous experience as an Equity Release Advisor. Detail specific achievements and how they relate to the role you're applying for.

Showcase Qualifications: Clearly list your relevant qualifications, such as CF7, ER1, or CeRER. This will demonstrate that you meet the necessary licensing requirements for the position.

Demonstrate Self-Generation Skills: Since the company is looking for ambitious individuals who can self-generate business, include examples of how you've successfully generated leads or business in the past.

Tailor Your Application: Customize your CV and cover letter to reflect the specific needs and values of the company. Mention their market leadership and your enthusiasm for joining their team.

How to prepare for a job interview at Premier Jobs UK Limited

✨Showcase Your Experience

Make sure to highlight your current or previous experience as an Equity Release Advisor. Be prepared to discuss specific cases where you successfully advised clients and how you navigated challenges in the process.

✨Demonstrate Your Qualifications

Since relevant qualifications like CF7, ER1, or CeRER are essential, bring copies of your certifications to the interview. Discuss how these qualifications have equipped you to handle client needs effectively.

✨Prepare for Lead Generation Questions

Expect questions about how you plan to self-generate business alongside the leads provided. Think of creative strategies you've used in the past or new ideas you want to implement to attract clients.

✨Understand the Company’s Market Position

Research the company’s standing in the equity release market. Be ready to discuss why you want to join their team specifically and how you can contribute to their growth with your skills and ambition.

Equity Release Advisor
Premier Jobs UK Limited
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