Package
£30,000 salary and generous benefits package
Hours of work
37.5 hours per week, however, hours of work will be flexible and dictated by the needs of the business, therefore it is expected that the successful applicant will work those hours necessary to successfully discharge the duties of the role, including evenings and weekends.
The role
Overview
To provide a high-quality equity release advice service to existing and prospective clients and to promote Age Partnership as the premier provider of quality advice, within the parameters of the Financial Services Authority’s rules and regulations.
Key Outputs
1. Contacting clients via pre-qualified appointments to provide equity release advice in line with each individual’s objectives and circumstances.
2. Providing clients with comprehensive recommendation packs, including KFIs and in line with the company’s best practice.
3. Meeting targets and promoting Age Partnership as the UK’s premier advisor in the field of equity release.
4. Cooperating with the Compliance Manager to develop a compliant approach to commercial activity.
5. Ensuring that records are kept appropriately in line with the company’s record keeping and file quality requirements.
6. Contacting clients upon receipt of equity release offer and communicating the outcome of property valuations where determined by the companys designated process.
7. Adhering at all times to the principles of “treating customers fairly”
8. Developing appropriate relationships with lenders.
9. Ensuring that competence to provide advice is maintained and a programme of CPD is undertaken and documented.
10. Other ad-hoc duties as and when required by the business.
About us
Not your typical financial services firm…
Established in 2004, Age Partnership has held true to its pledge to improve the markets in which we operate for the benefit of customers. We do this by delivering world-class customer experiences, continually innovating and embracing digital technology to make dealing with the company both efficient and engaging.
At Age Partnership we accept nothing other than being the best at what we do, and this objective is reinforced by an environment in which colleagues are encouraged to engage, to learn and to flourish. Significant in-house training and development facilities and empowerment of colleagues are just a couple of components that have helped this culture to thrive.
We strive in becoming a household name that is synonymous with excellence. Added to this we want to work, collaborating with all our partners and suppliers to enable our customers benefit from the relationship. It sounds simple but it needs to be worked on to achieve.
Our Values:
Customer first
11. Be Respectful – Treat customers and colleagues at all levels with dignity and respect.
12. Show awareness – Be aware of how your actions and behaviours affect customers, colleagues and the business.
13. Go Above & Beyond – Always aim to exceed expectations, giving your very best to every customer and colleague.
Raise the bar
14. Embrace Change – Treat change as an opportunity to improve, welcoming new ideas and ways of working.
15. Commit to Development – Take responsibility for your personal development and that of the business.
16. Be Proud & Lead By Example – Take pride in yourself and your work, acting as a positive role model for others.
Do the right thing
17. Be Accountable – Take responsibility for your actions and learn from any mistakes.
18. Keep Your Promises – Do what you say you’ll do, when you say you’ll do it.
19. Be Courageous & Honest – Speak up for what you believe in and welcome the opportunity to give and receive constructive feedback.
Win together
20. Collaborate & Share – Be generous with your time and ideas, working with and for the wider team.
21. Appreciate others – Recognise the contribution made by every colleague to the success of our business.
22. Focus on Solutions – Show resilience and determination, focusing on the solution not the problem.
The person:
Overview:
A self-motivated, proactive and target driven individual who has the ability to thrive within a fast-paced environment whilst delivering both financial advice and customer service of the highest quality.
Skills and knowledge:
Essential
23. A minimum of 6 months’ experience as an adviser within the field of regulated financial services
24. The ability to work on individual initiative whilst fitting in to a vibrant and enthusiastic team environment
25. Evidence of sustained performance and compliant practice
26. Excellent written and verbal communication skills
27. The ability to manage time efficiently
28. A caring and empathetic approach
Desirable
29. Experience of telephone-based financial advice
30. Experience of regulated equity release
Qualifications:
Financial services qualifications
Mandatory
31. Certificate in Mortgage Advice and Practice (CeMAP) or equivalent
32. Certificate in Regulated Equity Release (CeRER) or equivalent
This job description is not exhaustive and serves only as a broad outline of the duties required. This job description may be amended as necessary.
This job description is not exhaustive and serves only as a broad outline of the duties required. This job description may be amended as necessary.