Trainee Equity Release Advisor

This is an office based role with possible hybrid working. 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.

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

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)
• Advantageous but Non-Mandatory: Certificate in Equity Release (CF7 or ER1) or Certificate in Regulated Equity Release (CeRER)
• Certificate in Financial Planning (CeFA), FPC or level 4 Diploma in Financial Planning
• Long term care CF8
• Advanced CeMAP or Diploma

Remuneration:

• £25,000 - £27,000 Basic Salary
• £35,000 - £45,000 realistic On Target Earnings can be earned from commission income, as well as 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 and a potentially negotiable working pattern for the right candidate - a Hybrid working pattern is possible and dependent on the successful applicant's individual circumstances