Field Equity Release Adviser – Reading / Guilford / Slough area

This Reading role is focused on established in 2004, Age Partnership has held true to its pledge to improve the markets in which we operate for the benefit of customers. It would suit someone who can bring clear communication, patience, and reliable follow-through to the role.

Role overview

Established in 2004, Age Partnership has held true to its pledge to improve the markets in which we operate for the benefit of customers. Skills & knowledgeA minimum of 12 months experience in an advisory role within the field of regulated financial services.

What helps someone succeed

careful practical judgement. Strong professional approach.

Requirements

• Certificate in Equity Release (CF7 & ER1) or.
• Certificate in Financial Planning/Certificate in Mortgage Advice or.
• Be Respectful – Treat customers and colleagues at all levels with dignity and respect.

Job details

• Delivery of exceptional equity release advice in line with each client’s individual objectives and circumstances.
• Professional background accustomed to high standards of personal discipline and behaviour.
• Committed to quality of service and advice; highly compliant.
• Collaborate & Share – Be generous with your time and ideas, working with and for the wider team.