Equity Release Advisers
Job Title: Equity Release Advisers
Locations: Nationwide (most densely populated areas with particular hotspots in:
Leicester, Cambridge, Peterborough, Ipswich, Colchester, Norwich, Luton, Leeds, Doncaster, Gloucester, Northampton, Oxford and Shrewsbury
Salary / OTE: OTE of ?50,000 - ?120,000pa
? One of the UK?s leading Equity Release and holistic financial planning specialists and part of one of the UK?s largest Financial Services networks.
? The company has enjoyed considerable growth which has been underpinned by excellent / growing business relationships ? currently 12 professional introducer?s e.g. national referrals from AR firms within one of the UK?s largest FS networks plus relationship with a major estate planning firm.
? The core team of advisers have worked together for 22 years and the firm now has a team of 20 Equity Release Advisers supported by 14 telephone appointment makers.
? Advisers typically receive 7 ? 10 fully qualified booked appointments in their diaries to see clients in their own homes per week.
? Excellent conversion ratios whereby 1 in 3 sign up within 3 months and the other 2 generally require further follow ups or lead to cross-sale opportunities.
? The company regularly achieve more than double the standard procuration fee plus charge broker fees.
? You are rewarded with additional commission for self-generated business.
? If you have Level 4 Diploma you will be able to provide investment / pension advice as well as equity release advice; in the absence of this you will be able to refer to specialist within the team.
? This proposition will also suit fully qualified Mortgage and Financial Adviser who in addition to the their own business model would like to get into the growing Equity Release and Retirement market ? full training towards the professional qualification will be provided.
? Sales, compliance and full administrative back up support with your own dedicated case handler is provided.
? Full access to their ?Later Life Training Academy? including long-term care planning, equity release, annuity and other in or at retirement financial planning.
? Training to provide Estate Planning with one of their partner companies.
? Home based role.
Criteria: Equity Release Adviser
o Essential ? Financial Services experience e.g. Investment or Mortgage Adviser
o Preferable but not essential - recent experience in providing Equity Release advice
o Professional qualifications - From CII:- CF7 / HR1 or ER1 or from IFS:- CeRER
o Professional approach and customer focused
o History of success in Financial Services
o Home office availability required
o Clear upheld complaints history
o Full driving license is essential
Contact us: Call us now on 0845 652 2266 to further discuss this position, or email us at email@example.com with your CV and details to receive a call from one of our regional recruitment consultants. Alternatively, press the ?Apply Now?.
Fri, 22 Aug 2014 15:13:36 GMT