Equity Release Advisor

Equity Release Advisor

London Full-Time 24000 - 42000 Β£ / year (est.) No home office possible
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Premier Jobs UK Limited

At a Glance

  • Tasks: Help clients unlock their home equity and provide tailored financial advice.
  • Company: Join a leading firm in the equity release market with strong support and resources.
  • Benefits: Enjoy uncapped earnings, flexible working, and a competitive salary with bonuses.
  • Why this job: Make a real impact on clients' lives while enjoying a supportive and dynamic work culture.
  • Qualifications: Must have experience as an Equity Release Advisor and relevant qualifications like CF7 or CeRER.
  • Other info: This role is home-based with opportunities for local client meetings.

The predicted salary is between 24000 - 42000 Β£ per year.

Job Description

We are seeking current Equity Release Advisers with whole of market experience, who are looking to join 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. Plus, ability to provide advice by phone or video if needed, with preference towards face-to-face

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

  • Self-employed role with uncapped earnings
  • OTE of Β£60,000+
  • Home based role with travel to see local clients where appropriate

Locations:

West London

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 Advisor employer: Premier Jobs UK Limited

Join a leading firm in the equity release market as an Equity Release Advisor in Newcastle, where you will benefit from a strong pipeline of pre-qualified leads and a supportive work culture that encourages both personal and professional growth. With the flexibility of a self-employed role offering uncapped earnings or a competitive employed salary, this position provides a unique opportunity to thrive in a dynamic environment while making a meaningful impact on clients' lives.
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 Advisor

✨Tip Number 1

Familiarise yourself with the latest trends and regulations in equity release. This will not only boost your confidence during interviews but also demonstrate your commitment to staying informed in a rapidly changing market.

✨Tip Number 2

Network with other professionals in the industry, especially those who are already working as Equity Release Advisors. Attend relevant seminars or webinars to build connections and gain insights that could help you stand out.

✨Tip Number 3

Prepare to discuss your self-generation strategies during the interview. Think about how you can supplement the leads provided by the company and be ready to share specific ideas or past successes.

✨Tip Number 4

Research the company thoroughly before your interview. Understand their market position, values, and the specific services they offer. This knowledge will help you tailor your responses and show that you're genuinely interested in joining their team.

We think you need these skills to ace Equity Release Advisor

Equity Release Knowledge
CF7 Qualification
ER1 Qualification
CeRER Qualification
Sales Skills
Client Relationship Management
Self-Motivation
Communication Skills
Negotiation Skills
Financial Acumen
Market Awareness
Time Management
Problem-Solving Skills
Networking Skills

Some tips for your application 🫑

Highlight Relevant Experience: Make sure to emphasise your current or previous experience as an Equity Release Advisor. Use specific examples that showcase your skills and successes in this role.

Showcase Qualifications: Clearly list your relevant qualifications, such as CF7, ER1, or CeRER. This will demonstrate that you meet the necessary licensing requirements for the position.

Tailor Your CV: Customise your CV to align with the job description. Focus on your ability to self-generate business and how you can contribute to the company's success with your lead generation skills.

Craft a Compelling Cover Letter: Write a cover letter that not only outlines your qualifications but also expresses your enthusiasm for the role. Mention why you are interested in working with this particular company and how you can add value.

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

✨Showcase Your Qualifications

Make sure to highlight your relevant qualifications, such as CF7, ER1, or CeRER. This will demonstrate your expertise and reassure the interviewer that you are well-equipped for the role.

✨Prepare for Lead Generation Questions

Since the role requires self-generating business, be ready to discuss your strategies for lead generation. Share specific examples of how you've successfully built a client base in the past.

✨Understand the Market

Research the current trends in equity release and be prepared to discuss them. Showing that you are knowledgeable about the market will impress the interviewer and show your commitment to the role.

✨Demonstrate Your Client-Centric Approach

As an Equity Release Advisor, your clients will be your priority. Be prepared to talk about how you build relationships and provide excellent service to clients, ensuring their needs are met.

Equity Release Advisor
Premier Jobs UK Limited
Location: London
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