Join to apply for the Trainee Equity Release Adviser role at Fuvita Pty Ltd
2 days ago Be among the first 25 applicants
Join to apply for the Trainee Equity Release Adviser role at Fuvita Pty Ltd
Location: Stockton-on-Tees, Durham/North Yorkshire.
Salary: Competitive
Reference: ERA/141024
Bower is one of the UKs leading and long standing Equity Release advice companies with a high net worth (HNW) division within Bower Private Clients. Bowers head office is in the South of England and has over a decade of award-winning advice plus a platinum 5-star feefo customer experience 2025 rating.
VACANCY ADDED: 16 MAY 2025
Location: Stockton-on-Tees, Durham/North Yorkshire.
Type: Full-Time
Salary: Competitive
Reference: ERA/141024
Bower is one of the UKs leading and long standing Equity Release advice companies with a high net worth (HNW) division within Bower Private Clients. Bowers head office is in the South of England and has over a decade of award-winning advice plus a platinum 5-star feefo customer experience 2025 rating.
We are seeking trainee equity release advisers to join our equity release team. You will need the relevant qualifications to join, and previous experience of advice is preferred as is a proven track record.
Bower is a customer focused, social and eco responsible, financial services and lead generation company which goes over and beyond in the care of its customers and staff. Bower provides customers expert and quality advice on a range of equity release and later life mortgage products from the whole market and is directly authorised by the FCA.
Bowers enquiries are generated from its own web sites, digital and social marketing channels, plus its many partnerships for customers approaching or in retirement. Bower advises on standard residential mortgages, lifetime mortgages, all equity release products, RIOs, mortgage and general insurance products.
Adviser Testimonials
I joined Bower because of the exciting opportunity presented by Bower Private Clients. It has enabled me to use the knowledge & experience I have gained over my time in Equity Release to the benefit of my clients. They are all Higher Net Worth individuals, who appreciate the superior level of customer service that we offer.
There is an excellent team spirit & a real sense of working together to achieve a common goal. I have received great support from my colleagues & I feel that I am a valued member of this dynamic team. I can recommend joining such a forward thinking company that really values its employees & puts the needs of its customers first.
Mark Glithero, CeRER, DipFA, FCIB, CeMAP Private Client Equity Release Specialist
In Summary You Will
* Have excellent support, training and earnings potential
* Have access to all lenders products from the entire market and the best terms and rates
* Be provided with enquiries from Bowers marketing branded channels and Bower Partnerships
* Have a dedicated PA to support you and manage your cases from application to completion
* Have pre-qualified appointments from Bowers Customer Contact Centre booked in your diary
* Provide advice to clients who own their own homes either on the phone, via video or local visit
* Use Bowers user friendly bespoke CRM, sourcing software & work-flow management system
* Have access to Bowers extensive database for existing customers to advise
* Be provided with Bowers training with in house technical and T&C support
* Have IT and marketing support from Bowers IT and digital marketing department
* Have regular Bower CPD events, Training and Competency and product updates from lenders
* Be part of a growing company and sector
This is an office based role with possible hybrid working.
Locations Available:
Stockton-on-Tees, Durham/North Yorkshire.
The Role Will Include
* Providing mortgage or equity release advice to each individuals objectives & circumstances
* Providing clients with comprehensive recommendations with KFIs and Suitability Reports
* Promoting the company as one of the UKs leading national advisory companies in its field
* Communicating with Compliance and Training & Competency departments
* Ensuring that records are kept updated using the companys CRM digital record system
* Adhering at all times to the principles of treating customers fairly and Consumer Duty
* Attending CPD training & reading relevant material for Continued Professional Development
You Will Need To Have Experience And Qualifications In/of
* A minimum of 6 months financial services experience within the field of financial advice
* Evidence of sustained sales success and compliant practice with CAS status
* Excellent written and verbal communication skills
Mandatory Minimum Or Equivalent
* Certificate in Mortgage Advice (CeMAP)
Advantageous But Non-Mandatory
* Certificate in Equity Release (CF7 or ER1) or Certificate in Regulated Equity Release (CeRER)
* Certificate in Financial Planning (CeFA), FPC or level 4 Diploma in Financial Planning
* Long term care CF8
* Advanced CeMAP or Diploma
Rest assured that all approaches will be treated with the utmost discretion and confidentiality.
Application
To apply for this challenging and rewarding role, please email your CV and covering letter to
LNKD1_UKTJ
Seniority level
* Seniority level
Internship
Employment type
* Employment type
Full-time
Job function
* Job function
Finance and Sales
* Industries
International Trade and Development
Referrals increase your chances of interviewing at Fuvita Pty Ltd by 2x
Get notified about new Equity Advisor jobs in Stockton-On-Tees, England, United Kingdom.
We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
#J-18808-Ljbffr