Equity Release Adviser

Equity Release Adviser

Stockton-on-Tees Full-Time 26000 - 28000 £ / year (est.) No home office possible
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Premier Jobs UK Limited

At a Glance

  • Tasks: Help clients with equity release, converting leads into business and self-generating opportunities.
  • Company: Join a respected, growing specialist firm in the equity release sector.
  • Benefits: Enjoy a salary of £26,000 - £28,000 plus bonuses, hybrid work, and excellent training.
  • Why this job: Be part of a dynamic team with access to the whole market and growth opportunities.
  • Qualifications: Must hold CAS status and relevant qualifications like CF7, ER1 or CeRER.
  • Other info: Located in Stockton-on-Tees, this role offers a supportive environment for career development.

The predicted salary is between 26000 - 28000 £ per year.

Job Description

We are seeking current Equity Release Advisers with whole of market experience, who are seeking an employed job in Stockton-on-Tees within a growing, specialist Equity Release firm

You will be joining a respected firm who are in a position to recruit for growth purposes.

As an Equity Release Adviser, you will receive leads generated from their various marketing activities which are pre-qualified by their contact team. Leads are generated from website enquiries, digital marketing, professional introducers and referrals. You should have a proven track record to convert opportunities into business

Alongside company leads provided, they are seeking individuals with something about them who can self-generate some business to supplement their activities.

You will have access to the entire market, enabling you to source the best and most appropriate product for your client.

Equity Release Adviser Requirements

  • You must be an Equity Release Adviser holding CAS status
  • You must have whole of market experience for equity release / later life lending
  • You must hold relevant qualifications to be licensed as an Equity Release Adviser, such as CF7, ER1 or CeRER

Equity Release Adviser Benefits

  • Salary of £26,000 – £28,000 with OTE of £35,000 – £40,000
  • Hybrid role with 2 days from home
  • Excellent support, training and multiple opportunities to earn bonuses
  • Regular CPD and training events
  • Be part of a growing company

Locations:

Stockton-on-Tees

Liability and Disclaimer

Whilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liability is accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information.

Equity Release Adviser employer: Premier Jobs UK Limited

Join a dynamic and respected Equity Release firm in Stockton-on-Tees, where you will benefit from a supportive work culture that prioritises employee growth and development. With access to comprehensive training, regular CPD events, and a hybrid working model, this role offers not only a competitive salary but also the opportunity to thrive in a collaborative environment that values your contributions and encourages self-generated business.
Premier Jobs UK Limited

Contact Detail:

Premier Jobs UK Limited Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Equity Release Adviser

✨Tip Number 1

Network with other Equity Release Advisers in your area. Attend local industry events or webinars to connect with professionals who can provide insights and potentially refer clients to you.

✨Tip Number 2

Leverage social media platforms, especially LinkedIn, to showcase your expertise in equity release. Share informative content that highlights your knowledge and experience, which can attract potential clients and employers.

✨Tip Number 3

Consider joining local financial planning or advisory groups. Being part of these communities can help you build relationships with other professionals who may introduce you to clients looking for equity release solutions.

✨Tip Number 4

Stay updated on the latest trends and regulations in the equity release market. This knowledge will not only enhance your credibility but also enable you to have informed discussions with potential clients and employers.

We think you need these skills to ace Equity Release Adviser

Equity Release Knowledge
Whole of Market Experience
Client Relationship Management
Sales Skills
Lead Conversion Techniques
Self-Generation of Business
Regulatory Compliance
Communication Skills
Negotiation Skills
Financial Analysis
Problem-Solving Skills
Attention to Detail
Time Management
Networking Skills

Some tips for your application 🫡

Highlight Relevant Experience: Make sure to emphasise your whole of market experience and any specific achievements as an Equity Release Adviser. Use quantifiable results to showcase your ability to convert leads into business.

Showcase Qualifications: Clearly list your relevant qualifications such as CF7, ER1, or CeRER. This will demonstrate that you meet the necessary requirements for the role and are a qualified candidate.

Personalise Your Application: Tailor your CV and cover letter to reflect your understanding of the company and its values. Mention how your skills align with their needs, especially regarding self-generating business and working with pre-qualified leads.

Proofread Your Documents: Before submitting your application, carefully proofread your CV and cover letter for any spelling or grammatical errors. A polished application reflects professionalism and attention to detail.

How to prepare for a job interview at Premier Jobs UK Limited

✨Showcase Your Experience

Make sure to highlight your whole of market experience during the interview. Discuss specific cases where you've successfully converted leads into business, as this will demonstrate your capability and understanding of the role.

✨Prepare for Common Questions

Anticipate questions related to equity release products and your approach to client needs. Be ready to explain how you would source the best products for clients and how you can self-generate business alongside company leads.

✨Demonstrate Your Qualifications

Bring up your relevant qualifications, such as CF7, ER1, or CeRER, and be prepared to discuss how they have equipped you for the role. This shows that you are not only qualified but also committed to your professional development.

✨Express Enthusiasm for Growth

Since the firm is looking to grow, express your enthusiasm for being part of a growing company. Share your ideas on how you can contribute to their growth and how you see yourself fitting into their team culture.

Equity Release Adviser
Premier Jobs UK Limited
Location: Stockton-on-Tees
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