At a Glance
- Tasks: Provide tailored equity release advice and manage client relationships from enquiry to completion.
- Company: Join Succession Wealth, a leader in client-focused financial services.
- Benefits: Enjoy 25 days annual leave, a generous pension scheme, and health benefits.
- Other info: Access to professional development, diverse teams, and a supportive work culture.
- Why this job: Make a real difference in clients' lives while developing your career in finance.
- Qualifications: CF6 and ER1 qualified with at least 2 years in Financial Services.
The predicted salary is between 40000 - 50000 £ per year.
Home based with links to one of our UK offices. We are currently seeking an experienced Equity Release Adviser to join Succession Wealth, providing high‑quality, regulated advice to Aviva and Succession clients. This is an excellent opportunity for a client‑focused adviser who is passionate about delivering positive outcomes and operating to the highest regulatory and professional standards.
The Role
- Provide tailored advice to clients looking to release equity from their property, ensuring recommendations are fully aligned to individual circumstances, regulatory requirements, and Succession’s quality standards.
- Proactively manage referrals from initial enquiry through to completion and ongoing reviews, working collaboratively with internal stakeholders to deliver an excellent client experience.
- Providing regulated equity release advice on behalf of Aviva.
- Responding proactively to referrals and arranging client meetings.
- Conducting comprehensive fact‑finds and assessing client needs and circumstances.
- Delivering clear, suitable and compliant personal recommendations.
- Completing post‑sale activity and managing annual client reviews in line with agreed service levels.
- Maintaining accurate and detailed audit trails, suitability reports and documentation.
- Ensuring all advice and activity complies with FCA regulation, Succession guidance and internal controls.
- Working closely with the Area Manager to maintain competence, quality metrics and adviser status.
- Meeting agreed performance measures, including conversion ratios, balanced scorecard metrics and new business levels.
- Liaising with colleagues and teams across Succession Wealth and Aviva to support client outcomes and referral activity.
- Maintaining SPS, CPD and Fitness & Propriety requirements in line with SMCR and the T&C Scheme.
You:
- CF6 and ER1 qualification.
- Minimum of 2 years’ experience within Financial Services.
- Previous experience in an advisory role.
- Excellent communication and interpersonal skills.
- High attention to detail with strong analytical ability.
- Self‑motivated, proactive and driven to succeed.
- Ability to prioritise and perform under pressure.
- Keen to develop technical knowledge and capability.
- Professional, client‑focused and values‑driven.
What You Can Expect From Us
- 25 days Annual leave rapidly increasing with service, plus bank holidays and additional days for Christmas closure.
- Excellent company pension scheme with a generous employer contribution.
- Agile and family friendly working arrangements to allow for a great work/life balance.
- Company sick pay.
- Enhanced maternity, paternity and adoption pay.
- Up to 40% discount on Aviva Insurance & Investment products.
- £450 towards the purchase of home office equipment.
- Group Life Assurance Scheme: 8 × salary.
- Access to the Benefit Hub; discounts on shopping, dining out, holidays and lots more.
- A range of health benefits including eye care vouchers, flu vaccinations, Annual Health Screening, Digital GP, Mental health and Nutrition Sessions and Employee Assistance Programme.
- Voluntary flexible benefits platform including Private Medical Insurance, Medical Cash Plan, Dental Insurance, Critical Illness and Health Screening.
- Support with cost of professional exams /study days.
- Charity Days.
- Company Events.
- Group Income Protection.
Our Wellbeing Committee
- Employee Assistance Programme including access to a 24/7 support line.
- Access to mental health first aiders.
- Menopause support.
- Parental and compassionate leave.
- Wellbeing Library and Hub.
- Aviva DigiCare and Workplace Bereavement Helpline.
Career goals support
- Sponsorship for relevant professional exams and study leave.
- Access to funded apprenticeships in a range of topics, such as business administration, leadership & management, and accounting & finance.
- Access to Insights Discovery, a psychometric tool, which helps individuals and teams to connect better, overcome challenges & conflict resulting in high performing teams.
- Clear career pathways and endless internal job opportunities.
- Access to a huge range of free courses via our Learning Management system.
Our commitment to DE&I
Succession is committed to building and preserving a culture of inclusion and diversity. With a diverse team of employees we are able to grow, innovate and deliver excellent client care to help us reach our goals as a business. Our diverse teams help us reflect and understand the communities in which we operate and the subjects we cover in our everyday work. In recruiting for Succession, we welcome the unique contributions all candidates can bring regardless of their background and strive to ensure that every candidate is given the best chance of success through fair and equitable recruitment practice.
Equity Release Adviser - Midlands in Birmingham employer: Succession Wealth
At Succession Wealth, we pride ourselves on being an exceptional employer, offering a supportive and inclusive work culture that prioritises employee wellbeing and professional growth. As an Equity Release Adviser, you will benefit from flexible working arrangements, a generous pension scheme, and extensive training opportunities, all while contributing to meaningful client outcomes in the Midlands region. Our commitment to diversity and inclusion ensures that every team member's unique contributions are valued, making Succession Wealth a truly rewarding place to advance your career.
StudySmarter Expert Advice🤫
We think this is how you could land Equity Release Adviser - Midlands in Birmingham
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services sector, especially those who know about equity release. A friendly chat can lead to referrals or even insider info on job openings.
✨Tip Number 2
Prepare for interviews by brushing up on your knowledge of FCA regulations and Succession’s quality standards. We want you to show off your expertise and passion for delivering top-notch client outcomes!
✨Tip Number 3
Practice your fact-finding skills! Role-play with a friend or mentor to refine how you assess client needs. This will help you shine when it comes to conducting comprehensive assessments during interviews.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who are proactive about joining our team!
We think you need these skills to ace Equity Release Adviser - Midlands in Birmingham
Some tips for your application 🫡
Tailor Your Application:Make sure to customise your CV and cover letter to highlight your experience in equity release and financial services. We want to see how your skills align with the role, so don’t hold back on showcasing your achievements!
Showcase Your Client Focus:Since this role is all about delivering excellent client experiences, share examples of how you've gone above and beyond for clients in the past. We love to see that passion for helping others shine through!
Be Clear and Concise:When writing your application, keep it straightforward and to the point. Use clear language and avoid jargon where possible. We appreciate a well-structured application that’s easy to read!
Apply Through Our Website:We encourage you to submit your application directly through our website. It’s the best way to ensure your application gets into the right hands and shows us you’re serious about joining our team!
How to prepare for a job interview at Succession Wealth
✨Know Your Stuff
Make sure you brush up on your knowledge of equity release products and the regulatory environment. Familiarise yourself with Aviva's offerings and Succession Wealth's approach to client care. This will help you answer questions confidently and demonstrate your expertise.
✨Showcase Your Client Focus
Prepare examples that highlight your experience in providing tailored advice and achieving positive outcomes for clients. Think about specific situations where you went above and beyond to meet a client's needs, as this aligns perfectly with the role's emphasis on client-focused service.
✨Practice Your Communication Skills
As an Equity Release Adviser, you'll need excellent communication skills. Practice explaining complex financial concepts in simple terms. You might even want to do a mock interview with a friend to refine your ability to convey information clearly and effectively.
✨Be Ready for Regulatory Questions
Expect questions about compliance and regulatory standards. Brush up on FCA regulations and be prepared to discuss how you ensure your advice meets these requirements. Showing that you prioritise compliance will reassure them of your professionalism and commitment to high standards.
