At a Glance
- Tasks: Advise clients on equity release and build genuine trust in a remote setting.
- Company: Reputable IFA practice with a stellar 4.9-star rating on Trust Pilot.
- Benefits: Flexible self-employed role with prebooked appointments and rewarding commission rates.
- Other info: Work from home with excellent support and career growth opportunities.
- 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 (Remote) employer: Knight Temple Recruitment Ltd
Join a highly regarded IFA practice based in Manchester, where you will benefit from a supportive work culture that values professionalism and integrity. As a self-employed Equity Release Adviser, you'll enjoy prebooked appointments and competitive commission rates, all while working remotely in a flexible environment that fosters personal growth and success in the later life lending market.
Contact Details:
Knight Temple Recruitment Ltd Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Equity Release Adviser (Remote)
✨Show Off Your Expertise Online
In the banking and financial services world, sharing your insights on platforms like LinkedIn can really set you apart. Write articles about market trends or finance tips, and engage in discussions in relevant groups. This not only boosts your visibility but also highlights your knowledge to potential clients.
✨Join Freelance Platforms and Networking Events
Freelancing in finance can be competitive, so make sure you're on platforms like Upwork or Fiverr, specifically targeting finance gigs. Also, look for finance networking events or webinars to connect with small businesses that might need your services. Meeting people face-to-face (or online) can score you those elusive freelance contracts.
✨Build a Stunning Portfolio
Since you're going freelance, having a solid portfolio is a must. Showcase your previous work, such as reports or analyses, and consider using case studies to highlight your approach. The more you can demonstrate your skills, the easier it is for clients to trust you with their finances.
✨Direct Outreach is Key
For freelance gigs, don't wait for opportunities to come to you. Identify companies or startups that align with your skills and reach out directly. A personalised message introducing yourself and proposing how you could add value can go a long way. Plus, keep an eye on Knight Temple Recruitment Ltd for freelance opportunities—they might have just what you’re looking for!
We think you need these skills to ace Equity Release Adviser (Remote)
Some tips for your application 🫡
Showcase Your Financial Savvy:When applying for a freelance role in banking and financial services, we need to see your expertise front and centre! Mention specific financial regulations or tools you've mastered, and feel free to include your relevant qualifications, like CFA or ACCA, to bolster your credibility.
Build a Stellar Portfolio:Since this is a freelance gig, your portfolio is your ticket to impressing us at Knight Temple Recruitment Ltd. Include examples of past projects you've completed—think financial analyses, investment reports, or forecasting models. Be sure to highlight the results you achieved!
Tailor Your Rates and Availability:We want to see that you're flexible and can align with our needs. Clearly outline your freelance rates, availability for projects, and whether you're open to long-term collaborations or just ad-hoc gigs. This makes it easier for us to understand how we can work together!
Craft a Compelling Cover Letter:In your cover letter, express not just your skills, but also why you're excited about joining Knight Temple Recruitment Ltd. Share your passion for financial services and how you plan to tackle challenges in this sector. This is your chance to connect on a personal level—make it count!
How to prepare for a job interview at Knight Temple Recruitment Ltd
✨Show Off Your Financial Savvy
When you're talking with Knight Temple Recruitment Ltd, make sure to highlight your experience with financial modelling, risk assessment, or portfolio management. Freelance work often requires a good level of financial literacy, so prepare to discuss any relevant tools you've used, whether it's Excel or specific financial software.
✨Bring Your Portfolio to Life
A freelance role means you’ll want to showcase your previous work effectively. Put together a portfolio that not only highlights your projects but also demonstrates the outcomes - think case studies or success stories that showcase how your financial skills made a difference for past clients.
✨Know Your Regulations and Compliance
In the banking and financial services world, understanding compliance and regulations is crucial. Make sure you’re up to date with the latest standards as they relate to your expertise. Be prepared for specific questions about how you've navigated these in past roles or how you'd approach potential compliance challenges.
✨Be Ready to Discuss Your Rates and Availability
As a freelancer, the topic of rates and availability can come up early on. Be clear about what you offer and how you charge. It might also help to have a few examples in mind where your expertise saved someone money or improved efficiency to justify your rates to Knight Temple Recruitment Ltd.
