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- Tasks: Help clients find the best equity release products and provide ongoing support.
- Company: Join an award-winning broker in Guildford, specialising in mortgages and commercial finance.
- Benefits: Enjoy a 50/50 split on leads, admin support, and pre-qualified leads.
- Why this job: Be part of a small team with a focus on client satisfaction and professional growth.
- Qualifications: Must have at least 1 year of experience as an equity release advisor.
- Other info: This is a self-employed role with flexible working opportunities.
The predicted salary is between 36000 - 60000 £ per year.
We are working with a directly authorised broker based in Guildford. They are an award-winning firm that covers all types of mortgage and commercial finance. They are searching for an 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 an Equity Release Advisor:
- At least 1 year’s experience as an equity release advisor.
- Must be able to manage own workload and stay organised.
Benefits of being an Equity Release Advisor:
- OTE £100k
- 50/50 split on leads
- Admin support provided
- Full leads provided!
- Directly Authorised
If you are an Equity Release Advisor and interested in the above, please apply.
Equity Release Advisor employer: Placing Faces
Contact Detail:
Placing Faces Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Equity Release Advisor
✨Tip Number 1
Familiarise yourself with the latest equity release products and regulations. This will not only boost your confidence during interviews but also demonstrate your commitment to staying updated in a rapidly changing industry.
✨Tip Number 2
Network with other professionals in the mortgage and finance sector. Attend relevant events or join online forums to connect with potential colleagues and gain insights that could help you stand out as a candidate.
✨Tip Number 3
Prepare to discuss your experience with converting leads into clients. Be ready to share specific examples of how you've successfully managed client relationships and provided tailored advice in previous roles.
✨Tip Number 4
Showcase your organisational skills by discussing how you manage your workload and keep track of client interactions. Highlighting your ability to stay organised will reassure potential employers of your capability to handle the demands of the role.
We think you need these skills to ace Equity Release Advisor
Some tips for your application 🫡
Understand the Role: Before applying, make sure you fully understand the responsibilities of an Equity Release Advisor. Tailor your application to highlight relevant experience and skills that align with the job description.
Highlight Relevant Experience: In your CV and cover letter, emphasise your experience in equity release or related financial services. Provide specific examples of how you've successfully advised clients and managed their needs.
Showcase Compliance Knowledge: Since compliance with FCA regulations is crucial, mention any relevant training or certifications you have. This will demonstrate your commitment to providing compliant and ethical advice.
Personalise Your Application: Address your application to the hiring manager if possible, and include a brief introduction about why you're interested in this specific role at this company. Personal touches can make your application stand out.
How to prepare for a job interview at Placing Faces
✨Know Your Products
Make sure you have a solid understanding of the equity release products available. Be prepared to discuss how different options can meet various client needs and financial goals.
✨Demonstrate Compliance Knowledge
Familiarise yourself with FCA regulations related to equity release. During the interview, highlight your commitment to compliance and how you ensure that all advice is documented accurately.
✨Showcase Your Client Management Skills
Be ready to discuss your experience in managing client relationships. Share examples of how you've converted leads into clients and maintained ongoing support throughout the process.
✨Emphasise Team Collaboration
Since the role involves working closely with other advisors, be prepared to talk about your teamwork skills. Provide examples of how you've collaborated with colleagues to deliver seamless service.
