At a Glance
- Tasks: Advise clients on equity release and build genuine trust in a self-employed role.
- Company: Respected IFA practice in Manchester with a stellar 4.9-star Trust Pilot rating.
- Benefits: Prebooked appointments, rewarding commission rates, and flexible work-from-home options.
- Other info: Enjoy a dynamic work environment with strong sales support and career growth.
- Why this job: Join a growing team and make a real difference in clients' lives.
- Qualifications: Must hold Equity Release qualification and have 18-24 months of advising experience.
The predicted salary is between 40000 - 60000 £ per year.
Our client is part of a well-respected IFA practice based in Manchester. They are members of the Equity Release Council and have a 4.9 star rating on Trust Pilot (as of the 30th June 2026). Due to the demand for their services, they are looking to recruit talented, suitably qualified individuals who have both the drive and work ethic to be part of the growth of the business. Please note this is a self-employed role.
What are they looking for?
- Competent and professional people who understand the later life lending market and can build genuine trust and empathy with the clients within this market.
- You must hold Equity Release qualification, with a demonstrable track record of advising on Equity Release for a minimum of the last 18 months to 2 years.
- As they are directly authorised, they will consider candidates that are not CAS.
- Candidates must be comfortable working from home and have experience of phone/virtual advising and working on a self-employed basis.
What they offer:
- Prebooked appointments which have been qualified by experienced colleagues.
- Commission rates that reward strong sales quality and compliance and self-generation.
- Recent Performance stats:
- Currently the team are completing over 14 fact finds per month each.
- Conversation to sale ranges from 32% to 58%.
If you have the required qualifications and can demonstrate a strong track record within ER sales, please contact us today for an initial discussion.
Please note: It is Knight Temples Recruitment’s policy that we respond to all applications within three working days. If your application is not taken forward by us, your details will not be retained unless you specifically request us to do so. Knight Temple Recruitment is a Recruitment Agency and is advertising this vacancy on behalf of one of its clients.
Equity Release Adviser in Birmingham employer: Knight Temple Recruitment Ltd
At Knight Temple Recruitment Ltd, we pride ourselves on being an excellent employer by offering a fully remote role that allows for flexibility and work-life balance. Our supportive work culture fosters professional growth through comprehensive training and access to in-house leads, ensuring that our advisors can thrive and achieve high earnings without the pressure of weekend work.
Contact Details:
Knight Temple Recruitment Ltd Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Equity Release Adviser in Birmingham
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We think you need these skills to ace Equity Release Adviser in Birmingham
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
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Research and Reflect:Before hitting that 'apply' button on Knight Temple Recruitment Ltd's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Knight Temple Recruitment Ltd
✨Brush Up on Financial Analysis Skills
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Before your interview, reach out to current or former Knight Temple Recruitment Ltd employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
