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- Tasks: Help clients navigate equity release options and provide personalised mortgage advice.
- Company: Join My Later Life Planning, an award-winning company focused on financial flexibility for later life.
- Benefits: Enjoy a full-time remote role with opportunities for growth and development.
- Why this job: Be part of a supportive team that values honesty, expertise, and a bit of humour.
- Qualifications: Ideal candidates should have a degree in Finance or Business and strong communication skills.
- Other info: Experience in the equity release industry is a plus, but not essential.
The predicted salary is between 28800 - 48000 £ per year.
My Later Life Planning, an award-winning equity release company, is dedicated to providing financial flexibility through later life lending. With extensive experience, we strive to make the equity release process simple and stress-free. We prioritize understanding our clients' unique situations and goals through detailed financial reviews, ensuring that equity release is the right choice and offering alternatives if needed. We also collaborate with professionals through our B2B introducer program, where they can connect clients with suitable equity release options. As we grow, our commitment to delivering great service with honesty, expertise, and a touch of humor remains paramount.
This is a full-time remote role for an Equity Release Lifetime Mortgage Advisor. The advisor will conduct detailed client consultations, provide personalized mortgage advice, and help clients navigate later life lending options. Day-to-day tasks include:
- Assessing financial situations
- Explaining equity release products
- Preparing mortgage illustrations
- Ensuring regulatory compliance
The advisor will also maintain up-to-date knowledge of mortgage products and industry regulations.
Qualifications:
- Mortgage Marketing, Finance, and Mortgages skills
- Experience in Financial Planning
- CeMap Qualified
- Strong analytical and communication skills
- Ability to work independently and remotely
- Experience in the equity release industry is a plus
- Bachelor's degree in Finance, Business, or a related field
Seniority level: Entry level
Employment type: Full-time
Job function: Finance and Sales
Equity Release Lifetime Mortgage Advisor employer: JobFlurry
Contact Detail:
JobFlurry Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Equity Release Lifetime Mortgage Advisor
✨Tip Number 1
Familiarise yourself with the equity release market. Understanding the different products and regulations will not only boost your confidence but also impress potential employers like us at StudySmarter. Stay updated on industry news to show your commitment.
✨Tip Number 2
Network with professionals in the financial planning and mortgage sectors. Attend webinars or local events to connect with others in the field. This can lead to valuable referrals and insights that could help you stand out when applying for the role.
✨Tip Number 3
Develop strong communication skills, as this role requires explaining complex financial concepts to clients. Practice articulating your thoughts clearly and concisely, perhaps through mock consultations with friends or family, to prepare for client interactions.
✨Tip Number 4
Showcase your analytical skills by preparing case studies or examples of how you've successfully navigated financial situations in the past. This practical demonstration of your abilities can make a significant impact during interviews with us.
We think you need these skills to ace Equity Release Lifetime Mortgage Advisor
Some tips for your application 🫡
Understand the Role: Before applying, make sure you fully understand the responsibilities of an Equity Release Lifetime Mortgage Advisor. Familiarise yourself with the key tasks such as conducting client consultations and explaining equity release products.
Tailor Your CV: Highlight relevant experience in financial planning and mortgages on your CV. Emphasise any qualifications like CeMap and showcase your analytical and communication skills, as these are crucial for the role.
Craft a Compelling Cover Letter: Write a cover letter that reflects your understanding of the equity release industry and your passion for helping clients. Use a friendly tone to align with the company's commitment to honesty and humour.
Proofread Your Application: Before submitting, carefully proofread your application materials. Check for spelling and grammatical errors, and ensure that all information is clear and concise to make a strong impression.
How to prepare for a job interview at JobFlurry
✨Understand the Equity Release Process
Make sure you have a solid grasp of how equity release works, including the different products available. Familiarise yourself with the benefits and potential drawbacks, as well as the regulatory aspects, so you can confidently discuss these during your interview.
✨Showcase Your Communication Skills
As an advisor, you'll need to explain complex financial concepts in a simple way. Prepare examples of how you've successfully communicated with clients in the past, especially in stressful situations, to demonstrate your ability to make the process easy and stress-free.
✨Highlight Your Analytical Abilities
Be ready to discuss your analytical skills and how they apply to assessing clients' financial situations. Think of specific instances where your analysis led to successful outcomes for clients, showcasing your problem-solving capabilities.
✨Emphasise Your Client-Centric Approach
My Later Life Planning values understanding clients' unique situations. Prepare to share how you've prioritised client needs in previous roles, and be ready to discuss how you would tailor your advice to meet individual circumstances.
