Financial Adviser jobs in Chester
Equity Release Adviser
Hiring multiple candidatesMortgageableWinwickEmployerActive 3 days ago- Conduct thorough financial assessments for clients considering equity release.
- Strong understanding of basic maths principles for financial calculations.
- Recruit UK5.0LiverpoolEmployerActive 4 days ago
- Level 4 financial diploma qualified.
- Their paraplanners provide in-depth research and analysis and high quality written suitability reports to support the…
- Financial FortressChesterEmployerActive 16 days ago·
- Analyse and evaluate clients' financial information to develop suitable financial strategies.
- In this role, you will work closely with clients to understand…
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- NJR RecruitmentWarringtonEmployerActive 3 days ago
- This role will work directly for a Financial Planner who advises Clients on all aspects of Pensions, Investments and Mortgages.
- Job Types: Full-time, Permanent.
- Spicerhaart2.0United KingdomEmployerActive 3 days ago
- To be eligible for this role you need to have at least CeMAP level 1 or equivalent.
- CeMAP qualification or industry equivalent with knowledge of Help to Buy.
- Parker Kelly Financial Services ltdLiverpoolTypically responds within 3 daysEmployerActive 3 days ago
- Learning to use financial software such as FE Analytics, Select-a-Pension.
- Working in collaboration with Financial Advisers and other colleagues, you will…
- McGregor RecruitmentKnutsfordEmployerActive 3 days ago·
- Receiving and acting on instructions from advisers and paraplanners following client meetings.
- They provide financial planning services for high network…
- Marshall Moore LtdLiverpoolEmployerActive 3 days ago
- Good understanding of UK financial services, regulation and ethics.
- This is the ideal role for either a bright graduate with ambition/drive, or an experienced…
- M&SHybrid work in ChesterPostedPosted 30+ days ago·
- Competitive holiday entitlement with the potential to buy extra holiday days!
- Discretionary bonus schemes awarded based on how you achieve your personal…
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- CRC MortgagesHybrid work in LiverpoolPostedPosted 16 days ago
- Work alongside underwriters and internal teams to understand and contribute to a streamlined mortgage application process.
- Pay: Up to £25,000.00 per year.
- Reckless (TRG Agency Ltd)Hybrid work in ChesterEmployerActive 3 days ago·
- Trusted adviser to portfolio of larger clients.
- Negotiates with clients or suppliers to resolve financial disputes.
- Proactive in managing budgets and schedules.
- Brooke Harrison RecruitmentHybrid work in Warrington WA1EmployerActive 3 days ago
- Job Type: Permanent, Full-time.
- Salary: £30,000 per annum + generous monthly bonus scheme for completions.
- WeightmansHybrid work in Liverpool L3PostedPosted 17 days ago·
- Achieve set chargeable hours and financial targets.
- The sheer volume of cases, and the constant possibility of major costs and resources being involved, can…
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View similar jobs with this employerVodafoneOswestryPostedPosted 2 days ago·- Vodafone UK are regulated by the Financial Conduct Authority and all offers of employment for this role are subject to background checks, including criminal …
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- Family Tree Wealth ManagementMold CH7PostedPosted 1 day ago·
- Potential for career progression and financial support for achievement of relevant qualifications.
- Preparation of client review packs and booking client reviews…
Job Post Details
Job details
Here’s how the job details align with your profile.Pay
- £27,000 - £85,000 a year
Job type
- Full-time
- Permanent
Shift and schedule
- Monday to Friday
Location
BenefitsPulled from the full job description
- Casual dress
- Company events
- Company pension
- Free parking
- Health & wellbeing programme
- On-site parking
Full job description
Job Summary
We are seeking an Equity Release Adviser to join our newest department and help shape and grow the future of this part of the business, we want you to be part of something big.
The successful candidate will provide expert financial advice to clients considering equity release options, helping them make informed decisions about releasing equity from their homes and all later life lending options.
****You must current hold the required CeMAP and RER qualifications and have experience within the equity release market already. This is not role to learn on the job.****
Responsibilities
- Conduct thorough financial assessments for clients considering equity release
- Explain complex financial products and terms in a clear and understandable manner
- Offer tailored advice based on individual client needs and circumstances
- Guide clients through the equity release process, ensuring compliance with regulations
- Build and maintain strong client relationships to foster trust and loyalty
Requirements
- Experience in financial services, particularly in equity release or mortgage advising
- Strong understanding of basic maths principles for financial calculations
- Excellent communication skills with the ability to explain complex concepts clearly
- Proven track record of providing high-quality financial advice
- Relevant qualifications such as CeMAP or equivalent and Equity release qulification
Job Types: Full-time, Permanent
Pay: £27,000.00-£85,000.00 per year
Additional pay:
- Commission pay
Benefits:
- Casual dress
- Company events
- Company pension
- Free parking
- Health & wellbeing programme
- On-site parking
Schedule:
- Monday to Friday
Work Location: In person
Reference ID: 21344