Equity Release Lifetime Mortgage Advisor

My Later Life Planning; United Kingdom; Remote; GBP 30,000 - 50,000; Full time

Job summary

A leading equity release company seeks a full-time remote Equity Release Lifetime Mortgage Advisor. Your role will involve conducting client consultations and providing mortgage advice, with a focus on personalized financial planning. Ideal candidates will have CeMap qualifications and strong analytical skills, ensuring they support clients’ unique financial scenarios effectively.

Qualifications

• Experience in financial planning.
• Ability to work independently and remotely.
• Experience in the equity release industry is a plus.

Responsibilities

• Conduct detailed client consultations.
• Provide personalized mortgage advice.
• Prepare mortgage illustrations and ensure compliance.

Skills

Mortgage Marketing

Finance

Mortgages

Analytical skills

Communication skills

Education

Bachelor's degree in Finance

CeMap Qualification

Job description

Equity Release Lifetime Mortgage Advisor

Equity Release Lifetime Mortgage Advisor

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My Later Life Planning, an award-winning equity release company, is dedicated to providing financial flexibility through later life lending. With extensive experience, we strive to make the equity release process simple and stress-free. We prioritize understanding our clients' unique situations and goals through detailed financial reviews, ensuring that equity release is the right choice and offering alternatives if needed. We also collaborate with professionals through our B2B introducer program, where they can connect clients with suitable equity release options. As we grow, our commitment to delivering great service with honesty, expertise, and a touch of humor remains paramount.

Company Description

My Later Life Planning, an award-winning equity release company, is dedicated to providing financial flexibility through later life lending. With extensive experience, we strive to make the equity release process simple and stress-free. We prioritize understanding our clients' unique situations and goals through detailed financial reviews, ensuring that equity release is the right choice and offering alternatives if needed. We also collaborate with professionals through our B2B introducer program, where they can connect clients with suitable equity release options. As we grow, our commitment to delivering great service with honesty, expertise, and a touch of humor remains paramount.

Role Description

This is a full-time remote role for an Equity Release Lifetime Mortgage Advisor. The advisor will conduct detailed client consultations, provide personalized mortgage advice, and help clients navigate later life lending options. Day-to-day tasks include assessing financial situations, explaining equity release products, preparing mortgage illustrations, and ensuring regulatory compliance. The advisor will also maintain up-to-date knowledge of mortgage products and industry regulations.

Qualifications

• Mortgage Marketing, Finance, and Mortgages skills
• Experience in Financial Planning
• CeMap Qualified
• Strong analytical and communication skills
• Ability to work independently and remotely
• Experience in the equity release industry is a plus
• Bachelor's degree in Finance, Business, or a related field

Seniority level

• Seniority level

  Entry level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance and Sales

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