Equity Release Adviser
Age Partnership Limited, Leeds
- Full time
- Permanent
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Posted today, 13 Mar
Job ref: f2fd033d73a7448ba7146a4ce70042ae
Full Job Description
- 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 company's 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., Certificate in Mortgage Advice and Practice (CeMAP)
- Certificate in Regulated Equity Release (CeRER) 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. 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.
- 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, Experience of telephone - based financial advice
- Experience of regulated equity release
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., 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. - 25 days annual leave
- Holiday purchase/sale scheme
- Additional birthday day off
- Westfield health to claim back a range of medical expenses
- Cycle to work
- Employee discounts on our products including mortgage advice, wills and LPAs 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.,
- 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.
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.,
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