Equity Release Adviser

Knight Temple Recruitment Ltd; Leeds; Remote; GBP 40,000 - 70,000; Part time

Benefits offered by this job

Self-employed

Pre-booked appointments

Commission-based earnings

Job summary

Knight Temple Recruitment Ltd invites experienced Equity Release Advisers to join a fast-growing IFA practice in 2027. The role is self-employed and home-based, with pre-booked qualified appointments and commission-based earnings.

Candidates should hold Equity Release qualifications and have a recent 18–24 months advisory track record, with comfort in phone/virtual client interactions. Direct authorisation is acceptable, and candidates not CAS will be considered.

Qualifications

• Must hold Equity Release qualification with a demonstrable track record of advising on Equity Release for the last 18 months to 2 years.
• Comfortable working from home with experience of phone/virtual advising on a self-employed basis.
• Directly authorised candidates considered even if not CAS.

Responsibilities

• Provide equity release advice remotely to clients with professionalism and empathy.
• Develop trusted relationships and build genuine client trust in the later life lending market.

Skills

Equity Release

Client advisory

Phone/Video advising

Job description

Are you an experienced Equity Release Adviser who is looking to increase both your activity and earnings?

As part of their exciting growth plans for 2027 our client, who are part of a well-respected IFA practice based in Manchester are looking for small number of experienced advisers to join them in January 2027.

They are members of the Equity Release Council and have a 5 star rating on Trust Pilot (as of the 23rd October 2026)

Please note this is a self-employed role

What are they looking for?

Competent and professional people who understand the later life lending market and can build genuine trust and empathy with the clients within this market.

You must hold Equity Release qualification, with a demonstrable track record of advising on Equity Release for a minimum of the last 18 months to 2 years.

As they are directly authorised, they will consider candidates that are not CAS.

Candidates must be comfortable working from home and have experience of phone/virtual advising and working on a self-employed basis.

What they offer

Pre booked appointments which have been qualified by experienced colleagues

Commission rates that reward strong sales quality and compliance and self-generation

Recent Performance stats

• Currently the team are completing over 14 fact finds per month each
• Conversation to sale ranges from 32% to 58% presently

Please note.