Later Life Advisor

Overview

  • Salary: £40000 - £120000 per annum + pension, health insurance
  • Location: London
  • Contract type: Permanent

Hugh van Grutten

Senior Consultant

Call me for a confidential discussion

020 3056 0276 Email

I have been exclusively instructed to find a Later Life Advisor to join one of the leading property practices in their mortgage finance department.

My client is an international property brand, frequently recognised with numerous awards. Established a number of years ago they are going through an extremely exciting phase where growth is a given.

The Later Life Advisor will have exposure to HNW & UHNW clients requiring Equity Release on Prime UK properties. The successful candidate will need to take on the following responsibilities:

  • Offering exceptional advice to senior clients regarding Equity Release and other more complex financial advice
  • Meet client’s high expectations by offering Informed products in the Later Life market.
  • Maintaining a good standard of compliance in files at all times.
  • Building strong relationships and offering a second to none service to all clients in order to build your network and gain referrals

The successful candidate must have the following requirements:

  • Candidates must hold the level 4 Equity Release qualification (either CII ER1 or LIBF CeRER)
  • Recent experience of giving Equity Release advice is preferred but not essential, however applicants must have at least 2 years+ experience in financial services, particularly in mortgage advice.
  • Proven track record of over-achievement in your current role.

The successful candidate will receive an extremely competitive salary with a leading commission structure.

If this role is of interest please do get in contact with Hugh on hugh.vangrutten@deverellsmith.com or 0203 056 0276

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