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- Tasks: Provide expert equity release advice and support clients in achieving their financial goals.
- Company: Join a leading equity release advisory firm with a stellar reputation.
- Benefits: Competitive salary, commission potential, hybrid working, and comprehensive training.
- Why this job: Make a real difference in clients' lives while growing your career in a supportive environment.
- Qualifications: CeRER qualification and experience in financial services preferred.
- Other info: Enjoy a vibrant workplace with excellent admin support and ongoing professional development.
The predicted salary is between 28000 - 30000 £ per year.
This is an office based role with possible hybrid working, so the successful applicant must live within a commutable distance from the office.
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 a CeRER qualified professional 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
- 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
- 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)
- £28,000 - £30,000 Basic Salary commensurate with experience
- £40,000 - £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
Equity Release Advisor in Durham employer: Kings Permanent Recruitment Ltd
Contact Detail:
Kings Permanent Recruitment Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Equity Release Advisor in Durham
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services sector, especially those who have experience in equity release. A friendly chat can lead to valuable insights or even job leads.
✨Tip Number 2
Prepare for interviews by brushing up on your knowledge of equity release products and regulations. We recommend practising common interview questions with a friend to boost your confidence and ensure you shine during the real deal.
✨Tip Number 3
Showcase your expertise! Create a portfolio that highlights your previous successes in financial advice. This could include case studies or testimonials from satisfied clients, which can really set you apart from other candidates.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who are proactive about their job search!
We think you need these skills to ace Equity Release Advisor in Durham
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Equity Release Advisor role. Highlight your relevant qualifications, like CeRER, and any experience in financial services. We want to see how your background aligns with what we’re looking for!
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 you can contribute to our team. Keep it friendly and professional, just like us at StudySmarter.
Showcase Your Communication Skills: Since excellent communication is key in this role, make sure your written application reflects that. Use clear, concise language and check for any typos or errors. We love attention to detail!
Apply Through Our Website: Don’t forget to apply through our website! It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it’s super easy – just follow the prompts!
How to prepare for a job interview at Kings Permanent Recruitment Ltd
✨Know Your Stuff
Make sure you brush up on your knowledge of equity release products and the latest market trends. Being CeRER qualified is a must, so be ready to discuss how your qualifications and experience align with the role.
✨Showcase Your Customer Focus
Since the company prides itself on customer care, prepare examples of how you've gone above and beyond for clients in the past. Highlight your ability to tailor advice to individual circumstances, as this will resonate well with their values.
✨Practice Your Communication Skills
Excellent verbal and written communication skills are key for this role. Consider doing mock interviews or practicing common interview questions to ensure you can articulate your thoughts clearly and confidently.
✨Be Ready for Compliance Questions
Given the importance of compliance in financial services, be prepared to discuss how you’ve adhered to regulations in previous roles. Familiarise yourself with the principles of treating customers fairly and Consumer Duty, as these will likely come up during the interview.