Equity Release Adviser

VACANCY ADDED: 14 OCTOBER 2024 Location: Stockton-on-Tees, Durham/North Yorkshire. Type: Full-Time Salary: Competitive Reference: ERA/141024 Bower is one of the UK’s leading and long-standing Equity Release advice companies with a high net worth (HNW) division within Bower Private Clients. Bower's head office is in the South of England and has over 16 years of award-winning advice plus a platinum 5-star Feefo customer experience 2023 rating. We are seeking experienced equity release advisers to join our equity release team. You will need the relevant Equity Release qualifications to join, and previous experience of advice is preferred as is a proven track record. Bower is a customer-focused, socially and eco-responsible financial services and lead generation company which goes above and beyond in the care of its customers and staff. Bower provides customers expert and quality advice on a range of equity release and later life mortgage products from the whole market and is directly authorised by the FCA. Bower's enquiries are generated from its own websites, digital and social marketing channels, plus its many partnerships for customers approaching or in retirement. Bower advises on standard residential mortgages, lifetime mortgages, all equity release products, RIOs, mortgage and general insurance products. In summary, you will: Have excellent support, training, and earnings potential Have access to all lenders' products from the entire market and the best terms and rates Be provided with enquiries from Bower's marketing branded channels and Bower Partnerships Have a dedicated PA to support you and manage your cases from application to completion Have pre-qualified appointments from Bower's Customer Contact Centre booked in your diary Provide advice to clients who own their own homes either on the phone, via video, or local visit Use Bower's user-friendly bespoke CRM, sourcing software & work-flow management system Have access to Bower's extensive database for existing customers to advise Be provided with Bower's training with in-house technical and T&C support Have IT and marketing support from Bower's IT and digital marketing department Have regular Bower CPD events, Training and Competency, and product updates from lenders Be part of a growing company and sector This is a home-based role. The role will include: Providing mortgage or equity release advice to each individual’s objectives & circumstances Providing clients with comprehensive recommendations with KFIs and Suitability Reports Promoting the company as one of the UK’s leading national advisory companies in its field Communicating with Compliance and Training & Competency departments Ensuring that records are kept updated using the company’s CRM digital record system Adhering at all times to the principles of treating customers fairly and Consumer Duty Attending CPD training & reading relevant material for Continued Professional Development You will need to have experience and qualifications in/of: A minimum of 6 months financial services experience within the field of financial advice Evidence of sustained sales success and compliant practice with CAS status Excellent written and verbal communication skills Mandatory minimum or equivalent: Certificate in Mortgage Advice (CeMAP) Certificate in Equity Release (CF7 or ER1) or Certificate in Regulated Equity Release (CeRER) Advantageous but Non-Mandatory: Certificate in Financial Planning (CeFA), FPC or level 4 Diploma in Financial Planning Long term care CF8 Advanced CeMAP or Diploma Rest assured that all approaches will be treated with the utmost discretion and confidentiality. Application To apply for this challenging and rewarding role, please email your CV and covering letter to Careers@BowerHomeFinance.co.uk

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