At a Glance
- Tasks: Provide expert equity release advice to clients, ensuring tailored solutions.
- Company: Join a leading UK equity release advisory firm with a stellar reputation.
- Benefits: Uncapped earnings potential, full admin support, and flexible working from home.
- Other info: Be part of a growing sector with endless opportunities for career advancement.
- Why this job: Make a real difference in clients' lives while enjoying excellent training and support.
- Qualifications: Must have relevant equity release qualifications and financial services experience.
The predicted salary is between 50000 - 70000 £ per year.
Job Description
Self Employed Equity Release Advisor - Working from Home - Professionally guided and supported with full admin support.
Our clients are one of the UK’s leading and long standing Equity Release advice companies with a high net worth (HNW) division. They have over a decade of award-winning advice plus a platinum 5-star feefo customer experience 2025 rating.
We are seeking experienced equity release advisers to join our equity release team. You will need the relevant Equity Release qualifications to join, and previous experience of advice is preferred, as is a proven track record. Our clients are a customer focused, social and eco responsible, financial services and lead generation company which goes over and beyond in the care of its customers and staff. They provide customers with expert and quality advice on a range of equity release and later life mortgage products from the whole market, and they are directly authorised by the FCA.
Their enquiries are generated from their own web sites, digital and social marketing channels, plus their many partnerships for customers approaching or in retirement.
Self Employed Equity Release Advisor - The successful Candidate will:
- Have excellent support, training and earnings potential
- Have access to all lenders products from the entire market and the best terms and rates
- Be provided with enquiries from marketing branded channels and Partnerships
- Have a dedicated PA to support you and manage your cases from application to completion
- Have pre-qualified appointments from our Customer Contact Centre booked in your diary
- Provide advice to clients who own their own homes either on the phone, via video or local visit
- Use our friendly bespoke CRM, sourcing software & work-flow management system
- Have access to our extensive database for existing customers to advise
- Be provided with our training with in house technical and T&C support
- Have IT and marketing support from our IT and digital marketing department
- Have regular CPD events, Training and Competency and product updates from lenders
- Be part of a growing company and sector
Self Employed Equity Release Advisor - The role will include:
- Providing mortgage or equity release advice to each individual’s objectives & circumstances
- Providing clients with comprehensive recommendations with KFI’s and Suitability Reports
- Promoting the company as one of the UK’s leading national advisory companies in its field
- Communicating with Compliance and Training & Competency departments
- Ensuring that records are kept updated using the company’s CRM digital record system
- Adhering at all times to the principles of treating customers fairly and Consumer Duty
- Attending CPD training & reading relevant material for Continued Professional Development
You will need to have experience and qualifications in/of:
- A minimum of 6 months financial services experience within the field of financial advice
- Evidence of sustained sales success and compliant practice with CAS status
- Excellent written and verbal communication skills
Mandatory minimum or equivalent:
- Certificate in Mortgage Advice (CeMAP)
- Certificate in Equity Release (CF7 or ER1) or Certificate in Regulated Equity Release (CeRER)
Self Employed Equity Release Advisor - Remuneration:
- You literally will get out what you put in and all earning potential is UNCAPPED!!!
- Existing Advisers are currently achieving Earnings of £50,000 - £70,000+. There more you bring to the table the more your will earn!
- Further income can be generated from successful referrals made to the wealth side of the business
- Multiple lead sources stemming from a vibrant and busy operation
- Full Admin Support
- 5 days per week, working from home
Kings Permanent Recruitment for Estate Agents and Financial Services Professionals hits 18 years of successful trading. A milestone to be proud of...
Kings Permanent Recruitment for Estate Agents and Financial Services Professionals is a "Specialist Estate Agency Recruitment Service" dealing with the placement of Estate Agents, Letting Agents and Financial Services Professionals into permanent positions.
We cover all specialities of recruitment within the residential property sector to include Residential Sales, Residential Lettings, Property Management, Block Management, Inventory Clerks, RICS Chartered Surveyors, Land and New Homes, CeMAP qualified Financial Services Consultants / Mortgage Advisors, Protection Advisors, Secretarial / Administration.
Visit Kings Permanent Recruitment for website for online Estate Agency vacancies.
Find Adam Howes on Linkedin.
Equity Release Advisor in London employer: Kings Permanent Recruitment for Estate Agents & Financial Services Professionals
As a Self Employed Equity Release Advisor with one of the UK's leading equity release advice companies, you will benefit from a supportive work culture that prioritises both client care and employee development. With uncapped earning potential, comprehensive training, and dedicated administrative support, this role offers a unique opportunity to thrive in a dynamic environment while making a meaningful impact on clients' lives. Enjoy the flexibility of working from home while being part of a socially responsible company that values your expertise and growth.
Contact Details:
Kings Permanent Recruitment for Estate Agents & Financial Services Professionals Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Equity Release Advisor in London
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services sector and let them know you're on the lookout for opportunities. You never know who might have a lead or can introduce you to someone in the industry.
✨Tip Number 2
Get your online presence sorted! Make sure your LinkedIn profile is up-to-date and showcases your qualifications and experience. Engage with relevant content and connect with industry professionals to boost your visibility.
✨Tip Number 3
Practice your pitch! Prepare a concise and compelling elevator pitch that highlights your skills and experience as an Equity Release Advisor. This will come in handy during networking events or casual conversations.
✨Tip Number 4
Apply through our website! We’ve got a range of exciting opportunities waiting for you. By applying directly, you’ll get noticed faster and can take advantage of our dedicated support throughout the process.
We think you need these skills to ace Equity Release Advisor in London
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the Equity Release Advisor role. Highlight your relevant qualifications and experience in financial services, especially any specific achievements in equity release advice. We want to see how you can bring value to our team!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you're passionate about equity release and how your background aligns with our customer-focused approach. Let us know what makes you the perfect fit for this role.
Showcase Your Communication Skills:As an Equity Release Advisor, excellent communication is key. In your application, demonstrate your written communication skills clearly and professionally. We love seeing candidates who can convey complex information simply and effectively!
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’re considered for the role. Plus, it shows you’re proactive and keen to join our team!
How to prepare for a job interview at Kings Permanent Recruitment for Estate Agents & Financial Services Professionals
✨Know Your Stuff
Make sure you brush up on your knowledge of equity release products and the latest market trends. Being able to discuss specific products and their benefits will show that you're not just qualified, but genuinely interested in helping clients.
✨Showcase Your Experience
Prepare to share examples from your previous roles where you've successfully advised clients or closed deals. Highlighting your proven track record will give the interviewers confidence in your abilities as an Equity Release Advisor.
✨Practice Your Communication Skills
Since this role involves a lot of client interaction, practice articulating your thoughts clearly and confidently. You might even want to do a mock interview with a friend to get comfortable discussing complex financial concepts in simple terms.
✨Emphasise Customer Focus
This company values customer care highly, so be ready to discuss how you've gone above and beyond for clients in the past. Share stories that demonstrate your commitment to treating customers fairly and ensuring their needs are met.
