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Equity Release Advisor

Salary
32,000 p.a
Location
Leeds city centre
Shift Pattern
Mon - Fri 9-5
Contract Type
Permanent
Hours of Work per Week
35
Closing Date
16/11/2018
Ref No
1073
Documents

We are looking to recruit an Equity Release Advisor in based at our Leeds office (home working also considered). With this role you would become part of the UK’s largest provider of genuinely free independent debt advice and managed solutions.

Our vision

Every year we help 620,000 people to resolve their debt problems and rebuild their lives. We employ over 1,500 colleagues and in our 25-year history we’ve helped millions of people on their journey to becoming debt free.

Right now, we’re working to deliver an ambitious four-year strategy which will see us helping more people, responding to changing client needs, and working closely with our partners to reduce the harm of problem debt.

What you will be doing

This is a crucial role in determining the success of our growth plans. Within this role you would work with the charity’s Financial Solutions team in delivering the UK’s only Charity operated mortgage and equity release advice service

Key accountabilities

  • To provide telephone based, whole of market equity release advice in line with the StepChange Financial Solutions advice process; and to make individual recommendations as appropriate
  • To ensure all Service Level Agreements (SLA’s) are met or exceeded and to ensure that the FCA’s principles of ‘Treating Customers Fairly’ are embedded in all activities to keep the client at the heart of what we do
  • To provide ongoing advice and support to all StepChange Financial Solutions clients and to undertake regular client reviews to ensure the ongoing suitability of any recommended equity release plan until completion

Experience and knowledge

  • Already achieved Competent Status as a practicing Equity Release Advisor
  • Proven success in providing compliant equity release advice
  • Certificate in Mortgage Advice and Practice (or equivalent)
  • Certificate in Regulated Equity Release (or equivalent)
  • Delivering advice over the telephone (desirable)

Skills and abilities

  • Communication and interpersonal skills with an ability to work well under pressure, and negotiate and influence at all levels
  • Ability to analyse client information and to make independent recommendations
  • Effective time management and organisational ability
  • Excellent communication and presentation skills (verbal and written)
  • Ability to gather information and identify and deliver equity release solutions to clients
  • Self-motivated with flexible approach

We value our colleagues

We don’t just care for our clients and those people who contact us for help. We also value our colleagues, and this role comes complete with a generous benefit package which includes:

  • 24 days annual leave (this increases by one day per year up to a maximum of 29), plus bank holidays
  • The ability to buy and sell annual leave
  • Travel season ticket loans
  • Cycle-to-work scheme
  • Group personal pension scheme
  • Westfield Health cash plan
  • Employee assistance programme
  • Financial planning
  • Long service awards

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