Equity Release Adviser

Knight Temple Recruitment Ltd

London Borough of Islington

A distancia

GBP 40.000 - 70.000

Jornada completa

Hace 9 días

Una candidatura completa en un minuto

Currículum y carta de presentación personalizados, listos para enviar.

Supera los filtros ATS

Ventajas ofrecidas por este puesto de trabajo

Pre-booked appointments
Commission-based earnings
Home-based role

Descripción de la vacante

Knight Temple Recruitment Ltd is partnering with a well-established Equity Release practice to recruit experienced self-employed advisers in the UK. The role focuses on advising clients via phone/virtual consultations, building trust in the later-life lending market, and delivering compliant, high-quality guidance.

The successful candidate will hold Equity Release qualifications with 18–24 months of recent advisory experience, be comfortable working from home, and operate on a commission-based

Formación

  • Equity Release qualification with a track record advising for 18–24 months.
  • Experience of phone/virtual advising.
  • Comfortable working self-employed and from home.

Responsabilidades

  • Provide equity release advice to clients via phone/video.
  • Generate pre-booked appointments and manage pipelines.
  • Ensure compliance and client suitability.

Conocimientos

Equity Release knowledge
Regulatory compliance
Client rapport
Self-employed mindset

Educación

Equity Release qualification

Descripción del empleo

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.

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