CeRER Qualified Later Life Lending Expert

Company Description

Access Financial Services is dedicated to providing expert financial advice, whether you\’re buying your first home or planning for retirement. We pride ourselves on making complex financial language easy to understand and delivering tailored solutions that meet individual client needs. Our mission is to add value to every area of our clients’ lives, helping them secure their financial future. We are committed to staying ahead in the ever-changing financial landscape, providing peace of mind through informed decisions. Our team of experts is always available to offer support and guidance.

Role Description

This is a full-time SELF EMPLOYED remote role for a CeRER Qualified Later Life Lending Expert at Access Financial Services. The role involves providing financial advice and developing tailored solutions for clients\’ later life lending needs. Responsibilities include communicating with clients to understand their financial requirements, offering customer service support, underwriting, and managing loans. The expert will work closely with clients to ensure their financial well-being and help them make informed decisions regarding later life lending options.

Qualifications

• Strong Communication and Customer Service skills
• Understanding of later life lending products and solutions
• Relevant certifications such as CeRER
• Excellent problem-solving and analytical skills
• Ability to work independently and remotely