Mortgage Adviser - Equity Release Specialist

Full Time
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We are delighted to be working with the mortgage and protection division of an exceptional Chartered Wealth Manager who are looking to expand their business. This role is for a CeRER qualified Equity Release specialist.
Candidates should be aware, this is not primarily a hunting role, there is an outstanding flow of diverse business including affluent and HNW customers coming through the door because of the quality of the leads coming into the business, generated on the strength of their excellent market reputation. Role is telephony based, there may be very occasional face to face appointments in the office

There is a competitive package available (including base salary) with excellent earning potential, and you can expect a collaborative and lively working environment.

Overview of the role duties:
• Identify and engage suitable clients, establishing their profile type and suggesting appropriate equity release products appropriate to their needs.
• Adopt a client first mentality ensuring service is excellent throughout an entire engagement. Obtain feedback as regards customer satisfaction after a process
• Identify opportunities to recommend additional protection products including life insurance, critical illness cover and income protection. Present these in a consultative and objective manner, explaining the benefits to customers
• Identify opportunities for referrals across the entire wealth management group and seek to partner with other divisions, building relationships across the group to maximise the sharing of leads, business opportunities and other information.
• Responsible for remaining competent and up to-date on legislation as an equity release adviser through qualifications, attendance at conferences and training
Candidates will need to be CeRER qualified in order to hit the ground running and currently offering Equity Release advice to customers. In exceptional circumstances, an outstanding CeMAP level 3 adviser who is set on being an equity release specialist will also be considered, in which case full support and training will be provided by the company

Please note the job is permanent, a spec is available

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