As an Equity Release Adviser you will use in-depth knowledge of the market to find later life mortgage products suitable for the needs of a variety of customers, including customers returning for further borrowing and rebroking existing lending. This role involves advising the customer on the pros and cons of each product, as well as helping them determine how much they should borrow.
Primarily a telephone-based role, you will be supported by a dedicated team of Paraplanners, who will assist you with the administration of cases.

Responsibilities

• Explain the different types of mortgage and equity release products available and make the appropriate recommendation to the customer in line with our suitable advice guide
• Where mandated payments are required ensure your customers can afford what they’re borrowing both now and in the future should circumstances change.
• Keep up to date with new mortgage products and changes in mortgage regulation
• Respect your client’s right to confidentiality and follow strict industry rules and guidelines and ensure you give impartial and appropriate financial advice

Additional notes:
This role can be performed remotely, however, there may be occasions when you are required to work from head office. Some travel for training and/or industry events may be required on occasion.
Job Types: Full-time, Permanent
Pay: Up to £35,000.00 per year

Additional pay:

• Commission pay

Benefits:

• Company events
• Company pension
• Cycle to work scheme
• Free flu jabs
• Private medical insurance
• Sick pay
• Work from home

Schedule:

• Monday to Friday

Experience:

• advising on Equity Release products (or similar): 1 year (required)

Licence/Certification:

• CeRer (required)

Work Location: Remote
Application deadline: 04/04/202

• Explain the different types of mortgage and equity release products available and make the appropriate recommendation to the customer in line with our suitable advice guide
• Where mandated payments are required ensure your customers can afford what they’re borrowing both now and in the future should circumstances change.
• Keep up to date with new mortgage products and changes in mortgage regulation
• Respect your client’s right to confidentiality and follow strict industry rules and guidelines and ensure you give impartial and appropriate financial advic