Equity Release Adviser

As an Equity Release adviser, you will play a vital role in helping clients unlock the value of their homes, providing expert advice over the phone to both existing and prospective customers. You\’ll be the voice of Age Partnership, guiding customers through important financial decisions and ensuring they receive the very best service, all in line with the Financial Conduct Authority\’s expectations.

Key Outputs

• Engage with customers via pre‑qualified appointments, delivering tailored equity release advice in line with each individual\’s objectives and circumstances.
• Prepare and provide comprehensive recommendation packs, including KFIs and in line with the company\’s best practice.
• Meet targets and promote Age Partnership as the UK\’s premier adviser in the field of equity release.
• Collaborate with the Compliance team to develop a compliant approach to commercial activity.
• Ensure that records are kept appropriately in line with the company\’s record‑keeping and file quality requirements.
• Communicate the outcome of property valuations and offers to customers.
• Adhere at all times to the principles of \”Treating Customers Fairly\” and Consumer Duty.
• Develop appropriate relationships with lenders.
• Ensure that competence to provide advice is maintained and a programme of CPD is undertaken and documented.
• Other ad‑hoc duties as and when required by the business.

Requirements

• Minimum of 6 months\’ experience as an adviser within the field of regulated financial services.
• Ability to work on individual initiative while fitting into a vibrant and enthusiastic team environment.
• Evidence of sustained performance and compliant practice.
• Highly motivated with a proven track record of strong performance in a previous regulated role.
• Excellent written and verbal communication skills.
• Ability to manage time efficiently.
• A caring and empathetic attitude with a genuine desire to talk with and help customers.

Desirable

• Experience of telephone‑based financial advice.
• Experience of regulated equity release, Financial services qualifications.
• Certificate in Mortgage Advice and Practice (CeMAP) or equivalent.
• Certificate in Regulated Equity Release (CeRER) or equivalent.

Established in 2004, Age Partnership has held true to its pledge to improve the markets in which we operate for the benefit of customers. We do this by delivering world‑class customer experiences, continually innovating and embracing digital technology to make dealing with the company both efficient and engaging.

At Age Partnership we accept nothing other than being the best at what we do, and this objective is reinforced by an environment in which colleagues are encouraged to engage, learn and flourish. Significant in‑house training and development facilities and empowerment of colleagues are just a couple of components that have helped this culture to thrive.

Company Values

Customer First

• Be Respectful – Treat customers and colleagues at all levels with dignity and respect.
• Show awareness – Be aware of how your actions and behaviours affect customers, colleagues and the business.
• Go Above & Beyond – Always aim to exceed expectations, giving your very best to every customer and colleague.

Win together

• Collaborate & Share – Be generous with your time and ideas, working with and for the wider team.
• Focus on Solutions – Show resilience and determination, focusing on the solution not the problem.
• Appreciate others – Recognise the contribution made by every colleague to the success of our business.

Raise the bar

• Embrace Change – Treat change as an opportunity to improve, welcoming new ideas and ways of working.
• Commit to Development – Take responsibility for your personal development and that of the business.
• Be Proud & Lead By Example – Take pride in yourself and your work, acting as a positive role model for others.

Do the right thing

• Be Accountable – Take responsibility for your actions and learn from any mistakes.
• Keep Your Promises – Do what you say you\’ll do, when you say you\’ll do it.
• Be Courageous & Honest – Speak up for what you believe in and welcome the opportunity to give and receive constructive feedback.