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- Tasks: Help mature homeowners unlock their housing wealth through expert advice and support.
- Company: Join a leading recruitment agency partnered with a well-established financial services firm.
- Benefits: Enjoy a competitive salary, commission structure, and the flexibility of remote work.
- Why this job: Make a real difference in clients' lives while building strong relationships and exceeding sales targets.
- Qualifications: 2 years in financial services, excellent communication skills, and a passion for ethical advice required.
- Other info: Comprehensive training provided to ensure your success as an advisor.
The predicted salary is between 36000 - 60000 £ per year.
Job Description
Help Clients Unlock Their Housing Wealth: Home-Based Equity Release Advisor in Manchester!
Are you passionate about empowering mature homeowners in Manchester to make informed financial decisions? Do you thrive in a remote work environment and possess a strong desire to build lasting relationships with clients?
If so, this exciting opportunity as a Home-Based Equity Release Advisor in Manchester could be the perfect path to a fulfilling career!
Build a Rewarding Career in Later Life Lending
We are a leading recruitment agency partnering with a well-established financial services firm. This role offers a unique chance for a highly motivated individual to join our team and play a pivotal role in guiding clients in Manchester through the equity release process. As a Home-Based Equity Release Advisor, you\’ll provide expert advice and support, helping them unlock the potential of their homes to achieve their financial goals.
What You\’ll Do as a Home-Based Equity Release Advisor in Manchester:
- Gain a deep understanding of the equity release market, products, and regulations through comprehensive training programs.
- Build strong relationships with homeowners aged 55+ in Manchester, understanding their individual needs and financial aspirations.
- Conduct in-depth consultations remotely to assess client suitability for various equity release options.
- Provide clear and impartial advice on a range of equity release products, including lifetime mortgages and home reversion schemes.
- Guide clients through the application process, ensuring accuracy and efficiency in all documentation.
- Liaise effectively with lenders, solicitors, and valuers to ensure a smooth and stress-free experience for Manchester-based clients.
- Consistently exceed sales targets through effective lead generation and client relationship management.
- Stay up-to-date on the latest market trends and regulatory changes in the equity release sector.
Our Ideal Candidate for the Home-Based Equity Release Advisor Role:
- A minimum of 2 years\’ experience in financial services or a related field (or equivalent qualifications).
- CeMAP qualification (or equivalent) in Equity Release is desirable.
- Excellent communication and interpersonal skills, with the ability to build trust and rapport with clients remotely.
- Strong analytical and problem-solving abilities to navigate complex financial situations.
- The ability to thrive in a self-directed work environment and manage your own time effectively.
- A passion for helping mature homeowners and a commitment to ethical financial advice.
- Proficiency in using a computer and video conferencing software for remote work.
Why Choose Our Client?
- Competitive salary and commission structure, tailored to your experience and performance.
- The flexibility and convenience of a home-based working environment.
- Comprehensive training and development programs to equip you for success as a Home-Based Equity Release Advisor in Manchester.
- Ongoing support from a dedicated team to ensure your success.
- The opportunity to make a real difference in the lives of clients in Manchester.
Ready to Launch Your Career in Equity Release?
If you possess the qualifications and are excited to embark on a rewarding career as a Home-Based Equity Release Advisor in Manchester, we want to hear from you! Apply now with your CV and a cover letter showcasing your suitability for the role.
Contact :
BDM Recruitment
Call: 0203 834 9786
Email:
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Home Based Equity Release Advisor Manchester employer: BDM Recruitment
Contact Detail:
BDM Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Home Based Equity Release Advisor Manchester
✨Tip Number 1
Familiarise yourself with the equity release market and its products. Understanding the nuances of lifetime mortgages and home reversion schemes will not only boost your confidence but also help you engage more effectively with potential clients.
✨Tip Number 2
Network with professionals in the financial services sector, especially those who specialise in equity release. Building relationships with other advisors can provide valuable insights and referrals that may lead to new clients.
✨Tip Number 3
Enhance your communication skills, particularly for remote consultations. Practising video calls and learning how to convey complex information clearly will help you build trust and rapport with clients aged 55+.
✨Tip Number 4
Stay updated on regulatory changes and market trends in equity release. This knowledge will not only make you a more credible advisor but also enable you to provide the best possible advice to your clients.
We think you need these skills to ace Home Based Equity Release Advisor Manchester
Some tips for your application 🫡
Understand the Role: Before applying, make sure you fully understand the responsibilities of a Home-Based Equity Release Advisor. Familiarise yourself with equity release products and the needs of mature homeowners to tailor your application effectively.
Craft a Tailored CV: Highlight your relevant experience in financial services, especially any roles that involved client interaction or advisory positions. Emphasise your communication skills and any qualifications like CeMAP that are pertinent to the role.
Write a Compelling Cover Letter: In your cover letter, express your passion for helping mature homeowners and your commitment to ethical financial advice. Use specific examples from your past experiences to demonstrate how you can meet the needs of clients in Manchester.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any spelling or grammatical errors. A polished application reflects your attention to detail and professionalism, which is crucial in the financial services sector.
How to prepare for a job interview at BDM Recruitment
✨Understand the Equity Release Market
Before your interview, make sure you have a solid grasp of the equity release market, including key products and regulations. This knowledge will demonstrate your commitment to the role and your ability to provide informed advice to clients.
✨Showcase Your Communication Skills
As a Home-Based Equity Release Advisor, strong communication is crucial. Prepare to discuss how you've effectively built relationships with clients in the past, especially in a remote setting. Use examples that highlight your interpersonal skills and ability to build trust.
✨Demonstrate Problem-Solving Abilities
Be ready to discuss specific instances where you've navigated complex financial situations. Highlight your analytical skills and how you've successfully resolved issues for clients, showcasing your capability to handle the challenges of the role.
✨Express Your Passion for Helping Clients
Convey your genuine interest in assisting mature homeowners. Share personal anecdotes or motivations that drive your passion for ethical financial advice, as this will resonate well with the interviewers and align with their values.
