Hybrid Equity Release Adviser – Full Support & Training

Bower Home Finance; North East; Hybrid; GBP 40.000 - 60.000; Vollzeit

Zusammenfassung

Bower Home Finance is seeking an Equity Release Adviser to join its Stockton-on-Tees team. The role focuses on providing tailored equity release advice, using a full market view to deliver compliant recommendations and KFIs.

You will benefit from strong training, ongoing CPD, and marketing support, with mixed office and hybrid working options, and a commitment to treating customers fairly under Consumer Duty.

Qualifikationen

• Minimum 6 months financial services experience within financial advice.
• Evidence of sustained sales success and compliant practice with CAS status.
• Excellent written and verbal communication skills.

Aufgaben

• Providing mortgage or equity release advice to clients’ objectives and circumstances.
• Providing comprehensive recommendations with KFIs and Suitability Reports.
• Promoting the company as a leading national advisory firm in its field.
• Communicating with Compliance and Training & Competency departments.
• Ensuring records are updated using the CRM and workflow systems.
• Adhering to Treating Customers Fairly and Consumer Duty at all times.

Kenntnisse

Sales success

Communication skills

Financial services experience

Ausbildung

CeMAP

CF7/ER1 or CeRER

Jobbeschreibung

Bower Home Finance is seeking an Equity Release Adviser to join its Stockton-on-Tees team. The role focuses on providing tailored equity release advice, using a full market view to deliver compliant recommendations and KFIs.

You will benefit from strong training, ongoing CPD, and marketing support, with mixed office and hybrid working options, and a commitment to treating customers fairly under Consumer Duty.