[New Job Opening] Retirement Adviser job Vacancy in Home Based


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Job Details:
Position Name :
Retirement Adviser
Home Based
Job ID :
Description : 4.2.22 Sales and Business Development
Job Title: Retirement Adviser – Equity Release
Location: Remote – Please ask for specific areas
Hours: Permanent – Full Time – 35hrs
Please note that some of our jobs may close earlier than the published closing date if we get a high volume of applicants. Therefore, we would advise that you complete your application at your earliest opportunity to avoid disappointment.
About Us
We’re a specialist UK financial services group focusing on attractive segments of the UK retirement income market but guess what, we’re not your traditional financial services company and we’re not just looking for traditional financial services people.
We need agile operators, who can quickly find solutions and are committed to doing the right thing for our customers. To fulfil our purpose to help people achieve a better later life.
In 2021 we were named as one of the UK’s 100 Best Large Companies to work for and accredited as a 2 star organisation, representing outstanding levels of engagement. Alongside these we were also recognised as one of the Financial Services’ 30 Best Companies to Work For, London’s 75 Best Large Companies to Work For, South East’s 100 Best Companies to Work For and Northern Ireland’s 10 Best Companies to Work For.
We’re extremely proud to have achieved this against the backdrop of the pandemic and the many challenges it posed to our colleagues and customers.
Key Responsibilities:
To act as an FCA regulated individual, advising customers on Equity Release through different forms of communication (phone, email, face to face).
Undertake customer meetings with the purpose of identifying their needs and where appropriate making recommendations as to how we can help them have a better later life.
Managing your workload and own diary, prioritising where appropriate
Essential: Qualified in providing Equity Release advise (Certificate in Equity Release (CII – CF1, CF6 and ER1 or their equivalents)
Essential: Achieved Competent Adviser Status with at least 6 months experience
Desirable: Achieved QCF Level 4 – CII Diploma in Regulated Financial Planning or its equivalent within 2 years of joining, and CF8.
A Proven track record of achieving results.
Flexible, adaptable attitude – open to new ways of working.
Excellent problem analysis and resolution skills.
Excellent verbal, written communication and interpersonal skills, with the ability to present complex financial concepts in a clear and concise manner.
Empathetic style & ability to build strong relationships with both Customers & Colleagues.
PC literate and competent in the use of Microsoft Office Applications
Working for us, you get rewards…
A Competitive Salary, amazing Pension Scheme and Life Assurance
Along with 28 Days Annual Leave plus an Additional Day on us for your Birthday
Private Medical Cover and Income Protection, just in case
A Bonus Scheme that takes a balanced approach and looks at both `in role performance’ but also `the behaviours and attitudes you exhibit at work’
FREE access to the Headspace App, a 24/7 Employee Assistance Helpline and Trained Physical & Mental Health First Aiders (On-Site)
Plus we have a variety of Employee Funded Benefits available to you via our Online Benefits Portal
Disclaimer : Applicant must check the company profile before joining Bizplusapp.com is no way responsible for any loss.

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