Aspiring Equity Release Adviser (Entry Level)

Bower Home Finance; North East; Hybrid; GBP 25,000 - 35,000; Full time

Benefits offered by this job

Hybrid working

Job summary

Bower Home Finance in Stockton-on-Tees is seeking a trainee equity release adviser to join our UK-wide advisory team. This office-based role offers excellent training, strong earning potential and access to the entire market for mortgage and equity release products.

You will need CeMAP or equivalent and at least 6 months’ financial services experience; other qualifications such as CF7/ER1 or CeRER are advantageous.

Qualifications

• Minimum 6 months financial services experience within financial advice.
• Excellent written and verbal communication skills.
• CeMAP or equivalent required at minimum.

Responsibilities

• Provide mortgage or equity release advice to clients’ objectives and circumstances.
• Prepare comprehensive recommendations with Key Facts Illustrations and Suitability Reports.
• Promote the company as a leading national advisory firm in its field.
• Coordinate with Compliance and Training departments and keep CRM records up to date.
• Attend CPD training and read material for ongoing professional development.

Skills

Financial services experience

Excellent communication

Education

CeMAP

CF7 or ER1

CeRER / CeFA

Job description

Bower Home Finance in Stockton-on-Tees is seeking a trainee equity release adviser to join our UK-wide advisory team. This office-based role offers excellent training, strong earning potential and access to the entire market for mortgage and equity release products.

You will need CeMAP or equivalent and at least 6 months’ financial services experience; other qualifications such as CF7/ER1 or CeRER are advantageous.