Equity Release Advisor

Equity Release Advisor

Peterborough Freelance 36000 - 60000 £ / year (est.) Home office (partial)
Go Premium
C

At a Glance

  • Tasks: Provide expert equity release advice and convert leads into business opportunities.
  • Company: Join a respected, growing specialist equity release firm.
  • Benefits: Self-employed role with uncapped earnings and flexible working from home.
  • Why this job: Make a real difference in clients' lives while enjoying financial freedom.
  • Qualifications: Must hold CAS status and relevant equity release qualifications.
  • Other info: Access to the entire market for the best product solutions.

The predicted salary is between 36000 - 60000 £ per year.

We are seeking current Equity Release Advisers with whole of market experience, who are looking to join a growing, specialist Equity Release firmYou will be joining a respected firm who are in a position to recruit for growth purposes.As an Equity Release Adviser, you will receive leads generated from their various marketing activities which are pre-qualified by their contact team. Leads are generated from website enquiries, digital marketing, professional introducers and referrals. You should have a proven track record to convert opportunities into businessAlongside company leads provided, they are seeking individuals with something about them who can self-generate some business to supplement their activities.You will have access to the entire market, enabling you to source the best and most appropriate product for your client. Plus, ability to provide advice by phone or video if needed, with preference towards face-to-faceEquity Release Adviser RequirementsYou must be an Equity Release Adviser holding CAS statusYou must have whole of market experience for equity release / later life lendingYou must hold relevant qualifications to be licensed as an Equity Release Adviser, such as CF7, ER1 or CeREREquity Release Adviser BenefitsSelf-employed role with uncapped earningsOTE of £60,000+Home based role with tra…

Equity Release Advisor employer: Click To Hired

Join a dynamic and respected Equity Release firm that prioritises growth and offers a supportive work culture. As an Equity Release Advisor, you will benefit from pre-qualified leads, extensive market access, and the flexibility of a home-based role, all while enjoying uncapped earnings potential. This is an excellent opportunity for driven individuals looking to thrive in a rewarding environment with ample opportunities for professional development.
C

Contact Detail:

Click To Hired Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Equity Release Advisor

✨Tip Number 1

Network like a pro! Get out there and connect with other Equity Release Advisers and industry professionals. Attend events, join online forums, and don’t be shy about reaching out on LinkedIn. The more people you know, the more opportunities will come your way!

✨Tip Number 2

Show off your expertise! Create content that showcases your knowledge in equity release. Whether it’s a blog post, a video, or even a webinar, let potential clients see what you can offer. This not only builds your credibility but also attracts leads to you.

✨Tip Number 3

Don’t just wait for leads to come to you. Be proactive! Use social media to reach out to potential clients and share valuable insights. Remember, you’re not just an adviser; you’re a problem solver. Show them how you can help!

✨Tip Number 4

Apply through our website! We’ve got a range of resources and support to help you land that perfect role. Plus, applying directly means you’ll be first in line for any exciting opportunities we have. Let’s get you started on this journey together!

We think you need these skills to ace Equity Release Advisor

Equity Release Advising
Whole of Market Experience
CAS Status
CF7 Qualification
ER1 Qualification
CeRER Qualification
Self-Generation of Business
Lead Conversion
Client Relationship Management
Digital Marketing Knowledge
Communication Skills
Face-to-Face Advising
Phone and Video Advising

Some tips for your application 🫡

Show Off Your Experience: Make sure to highlight your whole of market experience in equity release. We want to see how your background aligns with what we’re looking for, so don’t hold back on showcasing your achievements and any relevant qualifications like CF7 or CeRER.

Tailor Your Application: Take a moment to customise your application for us. Mention specific skills or experiences that relate directly to the role of an Equity Release Adviser. This shows us you’ve done your homework and are genuinely interested in joining our team.

Be Clear and Concise: When writing your application, keep it clear and to the point. We appreciate straightforward communication, so avoid fluff and focus on what makes you a great fit for the role. Remember, we’re looking for someone who can convert leads into business!

Apply Through Our Website: Don’t forget to apply through our website! It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it gives you a chance to explore more about our company and what we stand for.

How to prepare for a job interview at Click To Hired

✨Know Your Stuff

Make sure you brush up on your knowledge of equity release products and the whole market. Be ready to discuss specific cases where you've successfully converted leads into business, as this will show your expertise and experience.

✨Show Your Self-Generation Skills

Prepare examples of how you've self-generated business in the past. This could be through networking, referrals, or innovative marketing strategies. Companies love candidates who can bring in their own leads!

✨Practice Your Pitch

Since you'll be advising clients over the phone or via video, practice your communication skills. Role-play common scenarios with a friend to ensure you're confident and clear when explaining complex products.

✨Ask Insightful Questions

At the end of the interview, have a few thoughtful questions ready about the company's growth plans or their approach to client relationships. This shows your genuine interest in the role and helps you assess if it's the right fit for you.

Equity Release Advisor
Click To Hired
Go Premium

Land your dream job quicker with Premium

You’re marked as a top applicant with our partner companies
Individual CV and cover letter feedback including tailoring to specific job roles
Be among the first applications for new jobs with our AI application
1:1 support and career advice from our career coaches
Go Premium

Money-back if you don't land a job in 6-months

C
  • Equity Release Advisor

    Peterborough
    Freelance
    36000 - 60000 £ / year (est.)

    Application deadline: 2027-09-15

  • C

    Click To Hired

Similar positions in other companies
UK’s top job board for Gen Z
discover-jobs-cta
Discover now
>