Equity Release Advisor

Company

We are working with a directly authorised broker based in Guildford. They are an award winning firm that cover all types of mortgage and commercial finance. They are searching for a Equity Release Advisor to join their small team on a self employed basis. You will have access to pre-qualified leads and get full admin support once you have settled in.

Equity Release Advisor Responsibilities;

• Recommend suitable equity release products based on individual client circumstances and financial goals.
• Conduct thorough assessments to understand clients’ needs and provide impartial equity release advice.
• Ensure all advice is compliant with FCA regulations and document interactions accurately.
• Convert provided leads into clients and manage progress through the CRM system.
• Offer ongoing support throughout the equity release process, from inquiry to post-sale.
• Work closely with other advisors and the wider team to ensure seamless service delivery.
• Assist with marketing efforts to generate new leads and participate in training for continued professional growth.

Requirements to become a Equity Release Advisor;

• At least 1 years experience as an equity release advisor
• Must be able to manage own workload and stay organised

Benefits of a being a Equity Release Advisor;

• OTE 100k
• 50/50 split on leads
• Admin support provided
• Full leads provided!
• Directly Authorised

If you are a Equity Release Advisor and interested in the above, please apply.