Mortgage Broker (Equity Release)

Newton Maxwell International; Greater London; Hybrid; GBP 45,000 - 55,000; Full time

Benefits offered by this job

Competitive salary of up to £50k

Uncapped commission

Flexible working

Ongoing training and CPD support

Performance bonuses

Job summary

A mortgage brokerage based in the UK seeks a qualified Equity Release Mortgage Broker to provide expert advice on equity release products for clients aged 55 and over. The role involves offering whole-of-market advice, managing client applications, and building long-term client relationships. The client offers a competitive base salary of up to £50k plus uncapped commission, flexible working options, along with training and full admin support.

Qualifications

• 5+ years’ experience in mortgage or equity release advising.
• Strong knowledge of lifetime mortgages, home reversion plans, and inheritance protection.
• Excellent communication and client service skills.

Responsibilities

• Offer whole-of-market advice on equity release and lifetime mortgage products.
• Conduct client consultations to assess needs and suitability.
• Manage applications and liaise with lenders and solicitors.

Skills

CeMAP or CeRER qualified

Experience in mortgage or equity release advising

Knowledge of lifetime mortgages

Excellent communication skills

FCA-authorised or working under an authorised firm

Job description

We are recruiting on behalf of a mortgage brokerage specialising in providing trusted financial solutions for later life. You'll be working with a dynamic team who are passionate about delivering a personalised and consultative service and building long-term relationships with their large network of clients.

About the Role:

They are looking for a qualified Equity Release Mortgage Broker to join their dynamic team. You’ll provide expert advice on lifetime mortgages and equity release products to clients aged 55+, guiding them through one of the most important financial decisions of their lives.

What You’ll Do:

• Offer whole-of-market advice on equity release and lifetime mortgage products.
• Conduct client consultations to assess needs and suitability.
• Recommend tailored solutions in line with FCA regulations.
• Manage applications and liaise with lenders, solicitors, and internal teams.
• Maintain accurate records and ensure full compliance.
• Build long-term relationships based on trust and transparency.

Essential Skills and Experience:

• CeMAP or CeRER qualified (CeRER essential).
• Minimum 5years’ experience in mortgage or equity release advising.
• Strong knowledge of lifetime mortgages, home reversion plans, and inheritance protection.
• Excellent communication and client service skills.
• FCA-authorised or working under an authorised firm.

Desireable Skills and Experience:

• Experience with CRM systems and digital onboarding.
• Knowledge of estate planning and retirement strategies.
• A consultative sales approach.

Our Client Offers:

• Competitive base salary of up to £50k +uncapped commission.
• The option to work as 'self-employed' if preferred.
• Flexible working (remote/hybrid).
• Ongoing training and CPD support.
• Access to high-quality leads and marketing tools.
• Performance bonuses.
• Full admin support