Financial Advisor - Over 50s Planning

Sales jobs >> Business Development




Financial Advisor

The Income and Benefits: £35,000 OTE £85,000

The Opportunity

Our client is offering a fantastic opportunity as an employed Financial adviser who has experience in equity release, mortgage advice, protection and pensions and investments. Join our dynamic and expanding wealth management business with a great recognisable brand in the North West.

Located within our busy sales office, you will:

* Receive inbound leads daily to qualify in line with expected targets

* Update our lead performance monitoring system after each contact

* Collect data enabling you to locate & provide an accurate written quotation

* Ensure the quotation is acceptable and answer questions to win the sale

* Complete & submit the chosen lenders application paperwork

* Forward documentation to our dedicated processing team and move on to the next sale

The Company

* Ourclient is a fast-growing, specialist, Financial Conduct Authority (FCA) authorised & regulated Wealth Management Business.

* We specialise in over 55's planning with equity release mortgages being on of our specialist areas.

The Requirements

* FCP/RO/CII qualifications

* ER1 or equivalent qualification

* An understanding of property finance

* Detail oriented with an inquisitive technically biased mind and dedication to learn

* Excellent & confident telephone manner

* The ability to use calls, to efficiently build strong customer relationships & clinch the sale

* Mathematics and written & spoken English to a good standard.

* Mature, positive, and hard-working team player

* Well organised, continually focused and the ability to move at speed when required

* Punctual, flexible, and very reliable


* Proven track record working within an established broker or as an adviser

* A relevant approved qualification R01, R05 & R06 or equivalent, CeMAP or equivalent and ER1 equity release certificate (or working towards).

Hours of work

Monday and Wednesday 9:45am – 7:00pm

Tuesday and Thursday 9:45am – 8:00pm

Friday 9:45am – 2:30pm

Experience / Qualifications

* Hold CeMAP or MAQ mortgage qualification

* Hold R01 ethics and regulation qualification

* Hold R05 protection qualification
  • 1
  • Negotiable
  • None
  • None
  • CV-164100
  • Permanent
  • 5

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