Company
We are working with a directly authorised broker based in Guildford. They are an award winning firm that cover all types of mortgage and commercial finance. They are searching for a Equity Release Advisor to join their small team on a self employed basis. You will have access to pre-qualified leads and get full admin support once you have settled in.
Equity Release Advisor Responsibilities;
* Recommend suitable equity release products based on individual client circumstances and financial goals.
* Conduct thorough assessments to understand clients’ needs and provide impartial equity release advice.
* Ensure all advice is compliant with FCA regulations and document interactions accurately.
* Convert provided leads into clients and manage progress through the CRM system.
* Offer ongoing support throughout the equity release process, from inquiry to post-sale.
* Work closely with other advisors and the wider team to ensure seamless service delivery.
* Assist with marketing efforts to generate new leads and participate in training for continued professional growth.
Requirements to become a Equity Release Advisor;
* At least 1 years experience as an equity release advisor
* Must be able to manage own workload and stay organised
Benefits of a being a Equity Release Advisor;<...