Jobs, fresher vacancy - Equity Release Advisor • Essex

Company: Kings Permanent Recruitment for Estate Agents & Financial Services Professionals

Essex

Self Employed Equity Release Advisor – Working from HomeYou MUST be CAS status in your current role in order to qualify for this opportunity.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 plus a platinum 5-star feefo customer experience 2025 rating.We are seeking experienced equity release advisers to join our equity release team. You will need the relevant Equity Release qualifications to join, and previous experience of advice is preferred, as is a proven track record. Our clients are 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. They provide customers with expert and quality advice on a range of equity release and later life mortgage products from the whole market, and they are directly authorised by the FCA.Their enquiries are generated from their own web sites, digital and social marketing channels, plus their many partnerships for customers approaching or in retirement.Self Employed Equity Release Advisor - The successful Candidate will:Have excellent support, training and earnings potentialHave access to all lenders products from the entire market and the best terms and ratesBe provided with enquiries from marketing branded channels and PartnershipsHave a dedicated PA to support you and manage your cases from application to completionHave pre-qualified appointments from our Customer Contact Centre booked in your diaryProvide advice to clients who own their own homes either on the phone, via video or local visitUse our friendly bespoke CRM, sourcing software & work-flow management systemHave access to our extensive database for existing customers to adviseBe provided with our training with in house technical and T&C supportHave IT and marketing support from our IT and digital marketing departmentHave regular CPD events, Training and Competency and product updates from lendersBe part of a growing company and sectorSelf Employed Equity Release Advisor - The role will include:Providing mortgage or equity release advice to each individual’s objectives & circumstancesProviding clients with comprehensive recommendations with KFI’s and Suitability ReportsPromoting the company as one of the UK’s leading national advisory companies in its fieldCommunicating with Compliance and Training & Competency departmentsEnsuring that records are kept updated using the company’s CRM digital record systemAdhering at all times to the principles of treating customers fairly and Consumer DutyAttending CPD training & reading relevant material for Continued Professional DevelopmentYou will need to have experience and qualifications in/of:A minimum of 6 months financial services experience within the field of financial adviceEvidence of sustained sales success and compliant practice with CAS statusExcellent written and verbal communication skillsMandatory minimum or equivalent:Certificate in Mortgage Advice (CeMAP)Certificate in Equity Release (CF7 or ER1) or Certificate in Regulated Equity Release (CeRER)Currently signed off with CAS status with your existing network/employerSelf Employed Equity Release Advisor - Remuneration:On Target Earnings £50,000 - £70,000+ can be earned from commission income, as well as from successful referrals made to the wealth side of the businessMultiple lead sources stemming from a vibrant and busy operationFull Admin Support5 days per week, working from homeKings Permanent Recruitment for Estate Agents and Financial Services Professionals hits 19 years of successful trading. A milestone to be proud of...Kings Permanent Recruitment for Estate Agents is a "Specialist Estate Agency Recruitment Service" dealing with the placement of Estate Agents and Letting Agents into permanent positions within the Residential Estate Agency Property sector.We cover all specialties of recruitment to include Residential Sales and Lettings, Property and Block Management to include Lettings Coordinators / Progressors, Inventory Clerks, Financial Services to include Mortgage Advisors, Independent Financial Advisors, Protection and Financial Services Administrators, Paraplanning, Land and New Homes and Secretarial / Administration / PA’s.Visit Kings Permanent Recruitment for Estate Agents website for online Estate Agency vacancies. Find Adam Howes on LinkedIn.