At a Glance
- Tasks: Advise clients on equity release options and build trust in a supportive environment.
- Company: Reputable IFA practice with a stellar 4.9-star Trust Pilot rating.
- Benefits: Flexible self-employed role with prebooked appointments and rewarding commission rates.
- Other info: Work from home with a focus on phone and virtual advising.
- 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 30000 - 40000 £ 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, suitability 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 some self-generation Recent Performance stats Currently the team are completing over 14 fact finds per month each Conversation t...
