StepChange Debt Charity Jobs

Register for job alerts

Find out when we're hiring first.

Register for job alerts and we'll tell you when your perfect job comes up.

Sign up now

Equity Release Advisor

Shift Pattern
Monday to Friday, 9am to 5pm
Contract Type
6 months to cover matternity leave
Hours of Work per Week
Closing Date
Ref No

We are looking to recruit an Equity Release Advisor as Maternity Cover for a period of 6 months based at our Leeds office (With the possibility of being extended for up to 12 months) . 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 650,000 people to resolve their debt problems and rebuild their lives. We employ over 1,500 colleagues and in our 26-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



Search vacancies

Advanced search

Register for job alerts

Find out when we're hiring first.

Register for job alerts and we'll tell you when your perfect job comes up.

Sign up now

Speculative applications

We'd also welcome a speculative application if you think you'd fit in with our team.

Send an application here

Follow us on social media