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- Tasks: Help clients navigate equity release options and provide personalised mortgage advice.
- Company: Join My Later Life Planning, an award-winning company focused on financial flexibility for later life.
- Benefits: Enjoy a full-time remote role with flexible working arrangements.
- Why this job: Be part of a supportive team that values honesty, expertise, and a bit of humour.
- Qualifications: Ideal candidates should have a degree in Finance or Business and strong communication skills.
- Other info: Experience in the equity release industry is a plus, but not essential.
The predicted salary is between 28800 - 43200 £ per year.
My Later Life Planning, an award-winning equity release company, is dedicated to providing financial flexibility through later life lending. With extensive experience, we strive to make the equity release process simple and stress-free. We prioritise understanding our clients' unique situations and goals through detailed financial reviews, ensuring that equity release is the right choice and offering alternatives if needed. We also collaborate with professionals through our B2B introducer program, where they can connect clients with suitable equity release options. As we grow, our commitment to delivering great service with honesty, expertise, and a touch of humour remains paramount.
This is a full-time remote role for an Equity Release Lifetime Mortgage Advisor. The advisor will conduct detailed client consultations, provide personalised mortgage advice, and help clients navigate later life lending options. Day-to-day tasks include:
- Assessing financial situations
- Explaining equity release products
- Preparing mortgage illustrations
- Ensuring regulatory compliance
The advisor will also maintain up-to-date knowledge of mortgage products and industry regulations.
Qualifications:
- Mortgage Marketing, Finance, and Mortgages skills
- Experience in Financial Planning
- CeMap Qualified
- Strong analytical and communication skills
- Ability to work independently and remotely
- Experience in the equity release industry is a plus
- Bachelor's degree in Finance, Business, or a related field
Seniority level: Entry level
Employment type: Full-time
Job function: Finance and Sales
Equity Release Lifetime Mortgage Advisor employer: My Later Life Planning
Contact Detail:
My Later Life Planning Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Equity Release Lifetime Mortgage Advisor
✨Tip Number 1
Familiarise yourself with the equity release market. Understanding the various products and regulations will not only boost your confidence but also demonstrate your commitment to potential employers. Keep an eye on industry news and trends to stay informed.
✨Tip Number 2
Network with professionals in the financial planning and mortgage sectors. Attend relevant webinars or local meetups to connect with others in the field. Building relationships can lead to valuable insights and even job referrals.
✨Tip Number 3
Prepare for interviews by practising common questions related to equity release and client consultations. Role-playing scenarios can help you articulate your thought process and approach to client needs, showcasing your analytical and communication skills.
✨Tip Number 4
Highlight any relevant experience in financial planning or customer service during your discussions. Even if you haven't worked directly in equity release, transferable skills from similar roles can set you apart as a strong candidate.
We think you need these skills to ace Equity Release Lifetime Mortgage Advisor
Some tips for your application 🫡
Understand the Role: Before applying, make sure you fully understand the responsibilities of an Equity Release Lifetime Mortgage Advisor. Familiarise yourself with the key tasks such as conducting client consultations and explaining equity release products.
Tailor Your CV: Highlight relevant experience in financial planning and mortgages. Emphasise any qualifications like CeMap and showcase your analytical and communication skills, as these are crucial for the role.
Craft a Compelling Cover Letter: Write a cover letter that reflects your understanding of the company’s mission and values. Mention how your background aligns with their commitment to providing honest and expert service in equity release.
Showcase Industry Knowledge: Demonstrate your knowledge of the equity release industry in your application. Mention any relevant trends or regulations you are aware of, as this will show your commitment to staying informed and compliant.
How to prepare for a job interview at My Later Life Planning
✨Understand the Equity Release Process
Make sure you have a solid grasp of how equity release works, including the different products available. Be prepared to explain these concepts clearly, as you'll need to help clients navigate their options.
✨Showcase Your Communication Skills
As an advisor, you'll be interacting with clients who may not be familiar with financial jargon. Practice explaining complex ideas in simple terms, and demonstrate your ability to listen and respond to client concerns during the interview.
✨Highlight Relevant Experience
If you have experience in financial planning or the equity release industry, make sure to discuss it. Share specific examples of how you've helped clients in the past, as this will show your capability and confidence in the role.
✨Prepare for Regulatory Questions
Since compliance is crucial in the finance sector, be ready to answer questions about regulations related to equity release. Familiarise yourself with the latest industry standards and be prepared to discuss how you would ensure compliance in your role.
