Equity Release Advisor
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Equity Release Advisor

Cardiff Full-Time 30000 - 35000 £ / year (est.) No home office possible
Apply now
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At a Glance

  • Tasks: Help clients navigate equity release options and generate new business leads.
  • Company: Join a respected broker in Cardiff with a strong market presence.
  • Benefits: Enjoy uncapped earnings potential or a competitive salary with bonuses.
  • Why this job: Be part of a growing team and make a real impact in clients' lives.
  • Qualifications: Must have experience as an Equity Release Advisor and relevant qualifications.
  • Other info: Flexible self-employed or employed roles available in Cardiff.

The predicted salary is between 30000 - 35000 £ per year.

This Equity Release Advisor job in Cardiff provides you with the opportunity to join a well-established broker in the market who are seeing increased levels of activity. You will be joining a respected firm looking to grow their team. Alongside company leads provided, they are seeking ambitious individuals who can self-generate some business to supplement their activities.

Equity Release Advisor Requirements:

  • You should have current or previous experience as an Equity Release Advisor.
  • You must hold relevant qualifications to be licensed as an Equity Release Adviser, such as CF7, ER1 or CeRER.

Equity Release Advisor Benefits:

  • Self-employed role with uncapped earnings with OTE of £75,000+.
  • Or, employed with a salary of circa £30,000 - £35,000 plus bonus.

Locations: Cardiff / Wales

Equity Release Advisor employer: D&R Recruitment Limited

Join a dynamic and respected brokerage in Cardiff, where your role as an Equity Release Advisor offers not only competitive earnings potential but also a supportive work culture that values ambition and self-motivation. With opportunities for professional growth and the chance to work alongside experienced colleagues, you will thrive in an environment that encourages innovation and personal development, making it an excellent choice for those seeking a rewarding career in the financial services sector.
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Contact Detail:

D&R Recruitment Limited Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Equity Release Advisor

✨Tip Number 1

Network with professionals in the financial services sector, especially those who specialise in equity release. Attend local events or join online forums to connect with potential clients and other advisors who can provide insights into the market.

✨Tip Number 2

Familiarise yourself with the latest trends and regulations in equity release. This knowledge will not only boost your confidence but also help you engage effectively with clients and demonstrate your expertise during interviews.

✨Tip Number 3

Consider creating a personal brand through social media platforms like LinkedIn. Share valuable content related to equity release, which can position you as a knowledgeable advisor and attract potential clients or employers.

✨Tip Number 4

Prepare for interviews by practising common questions specific to equity release advisory roles. Be ready to discuss your previous experience, how you generate leads, and your approach to client relationships, as these are crucial for success in this position.

We think you need these skills to ace Equity Release Advisor

Knowledge of Equity Release Products
CF7, ER1 or CeRER Qualification
Sales Skills
Customer Relationship Management
Self-Motivation
Business Development
Financial Analysis
Regulatory Compliance
Communication Skills
Negotiation Skills
Problem-Solving Skills
Market Awareness
Networking Skills
Time Management

Some tips for your application 🫡

Highlight Relevant Experience: Make sure to emphasise your current or previous experience as an Equity Release Advisor. Use specific examples of your achievements and how they relate to the role.

Showcase Qualifications: Clearly list your relevant qualifications, such as CF7, ER1, or CeRER. This will demonstrate that you meet the necessary licensing requirements for the position.

Demonstrate Self-Generation Skills: Since the company is looking for ambitious individuals who can self-generate business, include examples of how you've successfully built your own client base or generated leads in the past.

Tailor Your Application: Customise your CV and cover letter to reflect the specific needs of the firm. Mention your understanding of the equity release market and how you can contribute to their growth.

How to prepare for a job interview at D&R Recruitment Limited

✨Showcase Your Qualifications

Make sure to highlight your relevant qualifications, such as CF7, ER1, or CeRER. Be prepared to discuss how these qualifications have equipped you to handle the responsibilities of an Equity Release Advisor.

✨Demonstrate Self-Generation Skills

Since the role requires self-generating business, come prepared with examples of how you've successfully built a client base in the past. This will show your potential employer that you can thrive in a self-employed environment.

✨Research the Company

Familiarise yourself with the broker's market position and recent activities. Understanding their values and goals will help you tailor your responses and demonstrate your genuine interest in joining their team.

✨Prepare for Scenario Questions

Expect scenario-based questions that assess your problem-solving skills and client management abilities. Think of specific situations where you've successfully navigated challenges in equity release, and be ready to share those stories.

Equity Release Advisor
D&R Recruitment Limited
Apply now
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