Self Employed Equity Release Advisor

Kings Permanent Recruitment for Estate Agents & Financial Services Professionals; Guildford; Remote; GBP 50,000 - 90,000; Full time

Job summary

An established industry player is seeking experienced Equity Release Advisers to join their innovative team. This role offers the flexibility of working from home while providing expert advice on equity release and later life mortgage products. With excellent support, training, and uncapped earning potential, you will be part of a customer-focused company that values social responsibility. Ideal candidates will have a strong background in financial services and a passion for helping clients achieve their objectives. This opportunity promises a rewarding career path with substantial growth potential in a thriving sector.

Benefits

Uncapped Earning Potential

Dedicated PA Support

Full Admin Support

Work from Home

Regular CPD Events

IT and Digital Marketing Support

Qualifications

• 6+ months of financial services advice experience required.
• Evidence of sales success and compliant practice with CAS status.

Responsibilities

• Provide tailored mortgage or equity release advice.
• Deliver comprehensive recommendations with Key Facts Illustrations.

Skills

Financial Services Advice

Sales Success

Communication Skills

Education

CeMAP (Certificate in Mortgage Advice)

CF7 or ER1 (Certificate in Equity Release)

CeRER (Regulated Equity Release)

Tools

CRM System

Sourcing Software

Workflow Management System

Job description

Self Employed Equity Release Advisor - Working from Home

Our clients are one of the UK’s leading and long-standing Equity Release advice companies with a high net worth (HNW) division. They have over a decade of award-winning advice and a platinum 5-star Feefo customer experience rating.

We are seeking experienced equity release advisers to join our team. Candidates must have the relevant Equity Release qualifications, and previous advice experience is preferred, along with a proven track record. Our client is a customer-focused, socially responsible, and eco-conscious financial services and lead generation company that prioritizes excellent care for its customers and staff. They provide expert advice on a range of equity release and later life mortgage products from the entire market and are directly FCA authorized.

Their enquiries are generated through their own websites, digital and social marketing channels, and numerous partnerships targeting customers approaching or in retirement.

Self Employed Equity Release Advisor - Key Benefits

• Excellent support, training, and earning potential
• Access to all lenders' products from the entire market with the best terms and rates
• Enquiries provided from marketing-branded channels and partnerships
• Dedicated PA support to manage cases from application to completion
• Pre-qualified appointments scheduled through their Customer Contact Centre
• Advice provided via phone, video, or local visits to homeowners
• Use of bespoke CRM, sourcing software, and workflow management system
• Access to extensive existing customer database
• In-house technical and T&C support for training
• IT and digital marketing support
• Regular CPD events, product updates, and lender training
• Part of a growing company and sector

Role Responsibilities

• Providing mortgage or equity release advice tailored to individual objectives and circumstances
• Delivering comprehensive recommendations with Key Facts Illustrations (KFI) and Suitability Reports
• Promoting the company as a leading national advisory firm
• Communicating with Compliance and T&C departments
• Maintaining accurate records using the company's CRM system
• Adhering to principles of treating customers fairly and Consumer Duty
• Attending CPD training and staying informed through relevant materials

Candidate Requirements

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

Mandatory Qualifications

• CeMAP (Certificate in Mortgage Advice)
• CF7 or ER1 (Certificate in Equity Release) or CeRER (Regulated Equity Release)

Remuneration and Benefits

• Uncapped earning potential based on effort
• Current advisers earning £50,000 - £90,000+
• Additional income from referrals to wealth management
• Multiple lead sources from active operations
• Full admin support
• Work from home, five days a week

Kings Permanent Recruitment has been successfully placing estate agents and financial professionals for 18 years, specializing in residential property and financial services roles.

Visit Kings Recruitment for vacancies and find Adam Howes on LinkedIn.