At a Glance
- Tasks: Provide expert advice on equity release and lifetime mortgages to clients aged 55+.
- Company: Dynamic mortgage brokerage specialising in trusted financial solutions for later life.
- Benefits: Competitive salary, uncapped commission, flexible working, and ongoing training.
- Other info: Enjoy a supportive team environment with access to high-quality leads and performance bonuses.
- Why this job: Make a real difference in clients' lives by guiding them through important financial decisions.
- Qualifications: CeMAP or CeRER qualified with at least 5 years of experience in mortgage advising.
The predicted salary is between 36000 - 60000 £ per year.
We are recruiting on behalf of a mortgage brokerage specialising in providing trusted financial solutions for later life. You will be working with a dynamic team who are passionate about delivering a personalised and consultative service and building long-term relationships with their large network of clients.
About the Role: They are looking for a qualified Equity Release Mortgage Broker to join their dynamic team. You will provide expert advice on lifetime mortgages and equity release products to clients aged 55+, guiding them through one of the most important financial decisions of their lives.
What You Will Do:
- Offer whole-of-market advice on equity release and lifetime mortgage products.
- Conduct client consultations to assess needs and suitability.
- Recommend tailored solutions in line with FCA regulations.
- Manage applications and liaise with lenders, solicitors, and internal teams.
- Maintain accurate records and ensure full compliance.
- Build long-term relationships based on trust and transparency.
Essential Skills and Experience:
- CeMAP or CeRER qualified (CeRER essential).
- Minimum 5 years’ experience in mortgage or equity release advising.
- Strong knowledge of lifetime mortgages, home reversion plans, and inheritance protection.
- Excellent communication and client service skills.
- FCA-authorised or working under an authorised firm.
Desirable Skills and Experience:
- Experience with CRM systems and digital onboarding.
- Knowledge of estate planning and retirement strategies.
- A consultative sales approach.
Our Client Offers:
- Competitive base salary of up to £50k + uncapped commission.
- The option to work as 'self-employed' if preferred.
- Flexible working (remote/hybrid).
- Ongoing training and CPD support.
- Access to high-quality leads and marketing tools.
- Performance bonuses.
- Full admin support.
Mortgage Broker (Equity Release) employer: Newton Maxwell International
Join a leading mortgage brokerage that prioritises personalised service and client relationships, making it an exceptional employer for Equity Release Mortgage Brokers. With a competitive salary, flexible working options, and ongoing training support, you will thrive in a dynamic team dedicated to empowering clients through significant financial decisions. Experience a culture of trust and transparency while enjoying access to high-quality leads and performance bonuses, all within a supportive environment that fosters your professional growth.
Contact Details:
Newton Maxwell International Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Mortgage Broker (Equity Release)
✨Tip Number 1
Network like a pro! Get out there and connect with people in the mortgage and equity release industry. Attend events, join online forums, and don’t be shy to reach out on LinkedIn. Building relationships can lead to job opportunities that aren’t even advertised!
✨Tip Number 2
Show off your expertise! Prepare for interviews by brushing up on your knowledge of lifetime mortgages and equity release products. Be ready to discuss real-life scenarios where you’ve helped clients make informed decisions. This will demonstrate your consultative approach and build trust.
✨Tip Number 3
Practice makes perfect! Conduct mock interviews with friends or family to refine your communication skills. Focus on how you can tailor solutions for clients aged 55+ and highlight your experience in managing applications and liaising with lenders.
✨Tip Number 4
Don’t forget to apply through our website! We’ve got loads of resources to help you land that dream job as an Equity Release Mortgage Broker. Plus, it shows you’re serious about joining our dynamic team and delivering top-notch service to clients.
We think you need these skills to ace Mortgage Broker (Equity Release)
Some tips for your application 🫡
Tailor Your CV:Make sure your CV highlights your experience in mortgage advising, especially in equity release. We want to see how your skills align with the role, so don’t be shy about showcasing your CeMAP or CeRER qualifications!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you’re passionate about helping clients aged 55+ and how you can build long-term relationships. Keep it personal and engaging – we love a good story!
Showcase Your Communication Skills:Since this role involves a lot of client interaction, make sure your application reflects your excellent communication skills. Whether it’s through your writing style or examples of past client interactions, let us see how you connect with people.
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 don’t miss out on any important updates from us!
How to prepare for a job interview at Newton Maxwell International
✨Know Your Stuff
Make sure you brush up on your knowledge of equity release products and lifetime mortgages. Be ready to discuss the latest trends and regulations in the industry, as well as how they impact clients aged 55+. This shows that you're not just qualified, but genuinely passionate about helping clients make informed decisions.
✨Showcase Your Consultative Skills
During the interview, highlight your experience in conducting client consultations. Share specific examples of how you've assessed client needs and recommended tailored solutions. This will demonstrate your ability to build long-term relationships based on trust and transparency, which is key for this role.
✨Prepare Questions
Think of insightful questions to ask your interviewers about their approach to client service and team dynamics. This not only shows your interest in the company but also gives you a chance to assess if their values align with yours. Plus, it makes for a more engaging conversation!
✨Familiarise Yourself with Compliance
Since compliance is crucial in the mortgage industry, be prepared to discuss how you ensure adherence to FCA regulations in your previous roles. Bring examples of how you've maintained accurate records and managed applications, as this will reassure them of your professionalism and attention to detail.
