Equity Release Adviser in Leeds

Location: Leeds

Salary: £30,000 per year

Recruiter: Age Partnership

Job Hours: Full-time

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Package

£30,000 salary and generous benefits package

Hours of work

37.5 hours per week, however, hours of work will be flexible and dictated by the needs of the business, therefore it is expected that the successful applicant will work those hours necessary to successfully discharge the duties of the role, including evenings and weekends.

The role

Overview

To provide a high⁠-⁠quality equity release advice service to existing and prospective clients and to promote Age Partnership as the premier provider of quality advice, within the parameters of the Financial Services Authority’s rules and regulations.

Key Outputs

Contacting clients via pre⁠-⁠qualified appointments to provide equity release advice in line with each individual’s objectives and circumstances.

Providing clients with comprehensive recommendation packs, including KFIs and in line with the company’s best practice.

Meeting targets and promoting Age Partnership as the UK’s premier advisor in the field of equity release.

Cooperating with the Compliance Manager to develop a compliant approach to commercial activity.

Ensuring that records are kept appropriately in line with the company’s record keeping and file quality requirements.

Contacting clients upon receipt of equity release offer and communicating the outcome of property valuations where determined by the companys designated process.

Adhering at all times to the principles of “treating customers fairly”

Developing appropriate relationships with lenders.

Ensuring that competence to provide advice is maintained and a programme of CPD is undertaken and documented.

Other ad⁠-⁠hoc duties as and when required by the business.

About us

Not your typical financial services firm…

Established in 2004, Age Partnership has held true to its pledge to improve the markets in which we operate for the benefit of customers. We do this by delivering world⁠-⁠class customer experiences, continually innovating and embracing digital technology to make dealing with the company both efficient and engaging.

At Age Partnership we accept nothing other than being the best at what we do, and this objective is reinforced by an environment in which colleagues are encouraged to engage, to learn and to flourish. Significant in⁠-⁠house training and development facilities and empowerment of colleagues are just a couple of components that have helped this culture to thrive.

We strive in becoming a household name that is synonymous with excellence. Added to this we want to work, collaborating with all our partners and suppliers to enable our customers benefit from the relationship. It sounds simple but it needs to be worked on to achieve.

Our Values:

Customer first

Be Respectful – Treat customers and colleagues at all levels with dignity and respect.

Show awareness – Be aware of how your actions and behaviours affect customers, colleagues and the business.

Go Above & Beyond – Always aim to exceed expectations, giving your very best to every customer and colleague.

Raise the bar

Embrace Change – Treat change as an opportunity to improve, welcoming new ideas and ways of working.

Commit to Development – Take responsibility for your personal development and that of the business.

Be Proud & Lead By Example – Take pride in yourself and your work, acting as a positive role model for others.

Do the right thing

Be Accountable – Take responsibility for your actions and learn from any mistakes.

Keep Your Promises – Do what you say you’ll do, when you say you’ll do it.

Be Courageous & Honest – Speak up for what you believe in and welcome the opportunity to give and receive constructive feedback.

Win together

Collaborate & Share – Be generous with your time and ideas, working with and for the wider team.

Appreciate others – Recognise the contribution made by every colleague to the success of our business.

Focus on Solutions – Show resilience and determination, focusing on the solution not the problem.

The person:

Overview:

A self⁠-⁠motivated, proactive and target driven individual who has the ability to thrive within a fast⁠-⁠paced environment whilst delivering both financial advice and customer service of the highest quality.

Skills and knowledge:

Essential

A minimum of 6 months’ experience as an adviser within the field of regulated financial services

The ability to work on individual initiative whilst fitting in to a vibrant and enthusiastic team environment

Evidence of sustained performance and compliant practice

Excellent written and verbal communication skills

The ability to manage time efficiently

A caring and empathetic approach

Desirable

Experience of telephone⁠-⁠based financial advice

Experience of regulated equity release

Qualifications:

Financial services qualifications

Mandatory

Certificate in Mortgage Advice and Practice (CeMAP) or equivalent

Certificate in Regulated Equity Release (CeRER) or equivalent

This job description is not exhaustive and serves only as a broad outline of the duties required. This job description may be amended as necessary.

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About Age Partnership

agepartnership.co.uk

Established in 2004, Age Partnership has held true to its pledge to improve the markets in which we operate for the benefit of consumers.

We change the lives of our customers. We have helped the UK's over 50s to release over £2.2bn from the value of their homes and invest more than £750m in pension savings.

At Age Partnership we strive to be the best at what we do, supporting one another in a workplace where people are encouraged to engage, to learn and to flourish. Significant in-house training and development facilities and a culture that puts our customers at its very heart are just a couple of components that have helped the business to thrive.

As a growing and respected brand that has been built on a foundation of customer advocacy and technical knowledge, Age Partnership is working towards becoming a household name that is synonymous with excellence. At the same time, we strive to leave a positive footprint; being good to our business partners, our community and our planet.

Services include:

- Equity Release;
- Mortgages
- Pension Income;
- Lasting Powers of Attorney;
- Wills;
- Home Insurance