A well-established and trusted mortgage broker, dedicated to offering excellent service and responsible lending solutions to our clients is looking for a motivated Equity Release Advisor to join its team, based in Cardiff.
Equity Release Advisor Key Responsibilities:
*Provide expert equity release advice to clients seeking to unlock the value of their property
*Assess client needs and recommend tailored solutions based on their financial goals
*Stay updated on the latest industry trends, regulations, and product offerings
*Maintain strong relationships with clients and industry partners
*Help clients make informed decisions for their retirement and long-term financial planning
Equity Release Advisor Requirements:
*Experience in financial services or a similar advisory role
*Full qualification in Equity Release (ER1, CeRER or equivalent)
*Excellent communication and interpersonal skills
*Strong attention to detail with a client-first mentality
*Ability to work independently and as part of a team
Equity Release Advisor Package:
*Competitive salary plus performance-based bonuses
*In-depth training and support
*A collaborative, client-focused work environment
*Opportunities for career progression within the company