Equity Release Advisor in City of London

Equity Release Advisor in City of London

City of London Freelance 52000 - 78000 £ / year (est.) Home office possible
Go Premium
K

At a Glance

  • Tasks: Provide expert equity release advice to clients remotely and help them secure their financial future.
  • Company: Join a growing equity release business with a supportive remote team.
  • Benefits: Earn competitive commission with realistic OTE of £65,000+, plus prebooked qualified appointments.
  • Why this job: Make a real difference in clients' lives while enjoying the flexibility of remote work.
  • Qualifications: Must hold Equity Release qualification and have a proven sales track record.
  • Other info: Opportunity for high earnings with top advisers exceeding £100k.

The predicted salary is between 52000 - 78000 £ per year.

As part of the growth of their equity release business, our client is seeking to appoint a suitably qualified and experienced Adviser to their remote team.

What are they looking for?

  • You must hold Equity Release qualification, with a demonstrable track record within the ER advice field.
  • They will consider candidates that are not CAS.
  • You must be comfortable working from home and have experience of phone/virtual advising.

What they offer:

  • Prebooked appointments which have been qualified by experienced colleagues.
  • Commission rates that reward strong sales quality and compliance and self-generation.
  • Realistic and achievable OTE is £65,000.
  • In 2025, they had several advisers earning more than £80k and a few over £100k.

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 Temple Recruitment's policy to 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 Advisor in City of London employer: Knight Temple Recruitment Ltd

As a self-employed Equity Release Advisor with our client, you will enjoy the flexibility of remote work while being part of a supportive team that provides prebooked, qualified appointments. The company fosters a culture of high performance and compliance, offering competitive commission rates and significant earning potential, with many advisers exceeding £80,000 annually. This role not only allows for financial growth but also encourages professional development in a thriving sector.
K

Contact Detail:

Knight Temple Recruitment Ltd Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Equity Release Advisor in City of London

✨Tip Number 1

Get your networking game on! Reach out to fellow Equity Release Advisors and industry contacts. Join relevant online forums or social media groups where you can share insights and learn from others. You never know who might have a lead or opportunity for you!

✨Tip Number 2

Practice your pitch! Since this role involves phone and virtual advising, make sure you’re comfortable with your sales pitch. Role-play with a friend or record yourself to refine your delivery. Confidence is key when you're selling equity release solutions!

✨Tip Number 3

Stay organised! Keep track of your leads and follow-ups. Use a simple spreadsheet or a CRM tool to manage your appointments and client interactions. This will help you stay on top of your game and ensure you don’t miss any opportunities.

✨Tip Number 4

Apply through our website! We’ve got a streamlined application process that makes it easy for you to get your foot in the door. Plus, we love seeing candidates who take the initiative to apply directly. Don’t hesitate – your next big opportunity could be just a click away!

We think you need these skills to ace Equity Release Advisor in City of London

Equity Release Qualification
Experience in Equity Release Advice
Sales Skills
Compliance Knowledge
Remote Working Skills
Phone Advising Experience
Virtual Advising Experience
Track Record in ER Sales

Some tips for your application 🫡

Show Off Your Qualifications: Make sure to highlight your Equity Release qualification right at the top of your application. We want to see that you’ve got the necessary credentials and experience in the ER advice field, so don’t hold back!

Demonstrate Your Track Record: We’re looking for candidates with a solid history in equity release sales. Use specific examples in your application to showcase your achievements and how you’ve excelled in previous roles. Numbers speak volumes!

Tailor Your Application: Don’t just send a generic application! Take the time to tailor your CV and cover letter to reflect the skills and experiences that align with the job description. We love seeing candidates who put in the effort to connect their background with our needs.

Apply Through Our Website: We encourage you to apply directly through our website for a smoother process. It helps us keep track of your application and ensures you’re considered promptly. Plus, it’s super easy!

How to prepare for a job interview at Knight Temple Recruitment Ltd

✨Know Your Stuff

Make sure you’re well-versed in equity release products and regulations. Brush up on your qualifications and be ready to discuss your past experiences in detail. This will show that you’re not just qualified, but also passionate about the field.

✨Practice Virtual Communication

Since this role involves phone and virtual advising, practice your communication skills. Conduct mock interviews over video calls to get comfortable with the format. Clear and confident communication can set you apart from other candidates.

✨Showcase Your Sales Success

Prepare to share specific examples of your sales achievements in equity release. Use metrics to highlight your success, like conversion rates or client satisfaction scores. This will demonstrate your ability to generate results and align with their commission structure.

✨Ask Insightful Questions

At the end of the interview, have a few thoughtful questions ready. Inquire about the support they provide for remote advisers or how they ensure compliance. This shows your interest in the role and helps you gauge if it’s the right fit for you.

Equity Release Advisor in City of London
Knight Temple Recruitment Ltd
Location: City of London
Go Premium

Land your dream job quicker with Premium

You’re marked as a top applicant with our partner companies
Individual CV and cover letter feedback including tailoring to specific job roles
Be among the first applications for new jobs with our AI application
1:1 support and career advice from our career coaches
Go Premium

Money-back if you don't land a job in 6-months

K
Similar positions in other companies
UK’s top job board for Gen Z
discover-jobs-cta
Discover now
>