Financial Adviser jobs in Newton-le-Willows
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.
- Inventya3.8Warrington WA3 7QXEmployerActive 3 days ago
- Support capacity building of the Innovate UK/UKRI network through the utilisation of the Scaleup Adviser team to provide training and upskilling support to the…
- Farrell Heyworth2.7Bamber Bridge PR5 6UPTypically responds within 4 daysEmployerActive 3 days ago
- We work in partnership with Mortgage Advice Bureau (MAB) who are an award-winning mortgage broker with over 1,600 advisers across the UK.
- Foresters FinancialManchester·
- Foresters Financial is not your typical financial services provider.
- Sales background, previous experience in financial services would be advantageous, but not…
- UK SOLAR EXPERTS3.7ManchesterEmployerActive 3 days ago
- Follow a system that tracks all important financial & non-financial metrics.
- The opportunity and financial reward are staggering.
- That can do the job.
- Farrell Heyworth2.7Preston PR5 6UPTypically responds within 4 daysEmployerActive 3 days ago
- Applications are particularly welcome from ambitious bank & building society mortgage advisers looking to make the move into mortgage broking.
- SeduloLiverpoolEmployerActive 7 days ago·
- Previous experience within a financial services or mortgage administration role.
- Basic understanding of a variety of financial services products.
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- VodafoneLiverpool·
- 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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- BupaHybrid work in Salford Quays M50 3XLTypically responds within 1 day·
- Viva is our global wellbeing programme and includes all aspects of our health - from mental and physical, to financial, social and environmental wellbeing.
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View similar jobs with this employerVodafoneManchester·- Vodafone UK are regulated by the Financial Conduct Authority and all offers of employment for this role are subject to background checks, including criminal …
- Cooper ParryManchester M1·
- We’re no ordinary firm of accountants and business advisers.
- Using market leading accounting software to help our clients understand their financial performance…
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- AJ BellHybrid work in Manchester M5 3EETypically responds within 1 dayEmployerActive 2 days ago·
- Previous financial services exposure is desirable but not essential.
- AJ Bell is one of the fastest-growing investment platform businesses in the UK offering an…
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- MinRecSt Helens WA10 1DQTypically responds within 3 daysEmployerActive 3 days ago·
- Previous experience in an administrative role within the financial services or adviser industry.
- Working hours:* Mon – Fri, 9 am – 5 pm.
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- brookson groupHybrid work in Warrington WA1 1RGTypically responds within 4 days·
- Experience of developing a strong control environment within the financial services sector.
- Regularly review and update financial services policies and…
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View similar jobs with this employerM&CoBirchwood·- Operate till and handle financial transactions.
- Minimum of 5 hours per week.
- This is a permanent, part time vacancy that will close in 12 days at 23:59 GMT.
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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