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- Tasks: Provide expert advice on later-life lending solutions to clients aged 55 and over.
- Company: Regulated financial services provider in Leeds with a focus on client care.
- Benefits: Private medical insurance, generous holiday entitlement, and professional development opportunities.
- Why this job: Make a real difference in clients' lives by helping them navigate later-life financial solutions.
- Qualifications: Experience in financial products and excellent communication skills are essential.
- Other info: Join a supportive team dedicated to compliance and client satisfaction.
The predicted salary is between 36000 - 60000 £ per year.
A regulated financial services provider in Leeds is seeking an experienced adviser to provide expert advice on later-life lending solutions to clients aged 55 and over. This role focuses on offering comprehensive advice on lifetime mortgages and retirement interest-only products, ensuring compliance with FCA standards.
Essential skills include:
- Knowledge of financial products
- Excellent communication
- The ability to build rapport with clients
Benefits include:
- Private medical insurance
- Generous holiday entitlement
- Professional development opportunities
Later-Life Mortgage Advisor | Lifetime & RIO Specialist in Leeds employer: Equisure UK Limited
Contact Detail:
Equisure UK Limited Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Later-Life Mortgage Advisor | Lifetime & RIO Specialist in Leeds
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services sector, especially those who have experience with later-life lending. We can help you find events or online forums where you can meet potential employers and learn more about the industry.
✨Tip Number 2
Brush up on your knowledge of lifetime mortgages and retirement interest-only products. We suggest creating a quick reference guide or flashcards to keep key information fresh in your mind. This will not only boost your confidence but also impress potential employers during interviews.
✨Tip Number 3
Practice your communication skills! Role-play common interview scenarios with a friend or family member. We can provide you with some typical questions that might come up, so you can articulate your expertise and build rapport with ease.
✨Tip Number 4
Don’t forget to apply through our website! We’ve got loads of resources to help you land that perfect job as a Later-Life Mortgage Advisor. Plus, it’s a great way to stay updated on new opportunities tailored just for you.
We think you need these skills to ace Later-Life Mortgage Advisor | Lifetime & RIO Specialist in Leeds
Some tips for your application 🫡
Show Your Expertise: Make sure to highlight your experience in later-life lending solutions. We want to see your knowledge of lifetime mortgages and retirement interest-only products shine through in your application.
Communicate Clearly: Since excellent communication is key for this role, ensure your written application is clear and concise. Use straightforward language that reflects your ability to explain complex financial concepts to clients aged 55 and over.
Build Rapport: Demonstrate your ability to build rapport with clients in your application. Share examples of how you've successfully connected with clients in the past, as this will show us you can create trust and understanding.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates during the process.
How to prepare for a job interview at Equisure UK Limited
✨Know Your Products Inside Out
Make sure you have a solid understanding of lifetime mortgages and retirement interest-only products. Brush up on the latest regulations and compliance standards set by the FCA, as this will show your expertise and commitment to providing the best advice.
✨Build Rapport with Empathy
Since you'll be working with clients aged 55 and over, it's crucial to demonstrate empathy and understanding during the interview. Practice active listening and think about how you can relate to their needs and concerns, which will help you stand out as a candidate who truly cares.
✨Prepare for Scenario Questions
Expect scenario-based questions that assess your problem-solving skills and ability to handle client situations. Prepare examples from your past experience where you've successfully navigated challenges in later-life lending, showcasing your expertise and decision-making abilities.
✨Showcase Your Communication Skills
Excellent communication is key in this role. During the interview, focus on articulating your thoughts clearly and confidently. Use simple language when explaining complex financial concepts, as this will demonstrate your ability to make information accessible to clients.
