Home Based Equity Release Adviser – Huddersfield and Wakefield areas

salary to £27,000, Car Allowance, Pension, Mobile and Bonus
04 Apr 2012
04 May 2012
Mr Bryn McMillan
Contract Type
Full time, Permanent



Job Title:     

Home Based Equity Release Adviser – Huddersfield and Wakefield areas 


To £27,000 basic, Car Allowance, Pension, Bonuses 


A very well respected National Independent Equity Release IFA firm requires a fully CeMAP qualified advisers to work from home servicing appointments made by the dedicated incentivised sales team. 

Working from home, you will work closely with the Area Sales Manager and the diary team who will book pre-qualified appointments into your diary, for you to contact and review their financial needs and offer advice on equity release. 

Main Duties:

Working from home in or around the Huddersfield and Wakefield area’s working closely with the Area Sales Manager, you will be required to visit potential and existing clients in their home who have requested advice or guidance on equity release. 

All the appointments have pre-qualified and booked by an incetivised sales team for you to review their financial needs and requirements and offer advice on equity release to clients usually aged over the age of 55.

Our client has an excellent reputation in the specialised sector and runs various ad campaigns on the TV and press.

Key Skills:

Due to the business that you will be dealing with you must hold the relevant equity release qualifications; however applications will be accepted from individuals holding either the full CeMAP or MAQ qualification and the company will pay for the additional qualification to be attained.

You should have a proven ability and experience in Financial Services having developed the breadth of relevant quality advice to meet a wide range of customer circumstances ideally also equity release products.

You should be possess a manner and selling style sympathetic to retirement customers and be committed to providing a quality of service and advice.


This is a very rare and excellent opportunity for an experienced Financial Services professional who hold either the CeMAP or MAQ qualification and would like to work within an expanding sector. Our client has an excellent reputation with in the Financial Services industry as well as offering the opportunity an individual to progress their career.


Bryn McMillan

Financial Servuces Specialist

Morris Jones Consulting 

Meta Title:     Job Vacancy, Mortgage Broker, Life and Protection, Huddersfield, Wakefield, Equity Release

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