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.
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
Join a highly regarded IFA practice in Manchester, where you will be part of a dynamic team dedicated to providing exceptional service in the later life lending market. With a strong focus on employee growth and a supportive work culture, this self-employed role offers prebooked appointments and competitive commission rates that reward your expertise and commitment. Experience the satisfaction of making a real difference in clients' lives while enjoying the flexibility of working from home.
Contact Details:
Knight Temple Recruitment Ltd Recruitment Team
