Equity Release Specialist

Job Location	Thornaby
Education	Not Mentioned
Salary	£23,000 - £29,000 per annum
Industry	Not Mentioned
Functional Area	Not Mentioned
Job Type	Permanent , full-time

Job Description

A fantastic opportunity has arisen for a well-established, UK leading business who are seeking an Equity Release Specialist at their office in Stockton-on-Tees. This is an exciting opening to work for a leading professional service business, who pride themselves on their customer service, reputation and expertise. Both experienced, andnewly qualified equity release individuals will be considered. This role would suit a dynamic and driven individual with excellent customer service skills, used to working in a fast-paced environment. If you’d like to join an expanding, award-winning business,with progression and CPD opportunities, this is the role for you!Duties as an Equity Release Specialist:

Handling queries efficiently from customers in a personalised manner
Providing specialist advice on equity release, insurance and mortgage products
Dealing with reports and liaising with internal parties
Proactively contacting customers, both existing and those from enquiries
Promoting the companies’ services
Abiding by relevant guidelines and ensuring best practice
Updating company records accordingly
Building relationships and ensuring unrivalled customer service
Other ad-hoc duties relevant to the post

Skills:

Experience within financial services/advice
Qualified in equity release and/or mortgage advice
Sales experience with a good administrative skillset
Excellent customer service skills
An organised manner with a calm approach
A proactive nature and a positive manner
Good communication skills on all levels
A keen eye for detail and a desire to learn

To be successful as an Equity Release Specialist you will have the ability to multi-task, as well as work well as part of a team and on your own initiative. In return you will receive a salary up to £23,000 - £29,000 per annum, plus a bonus scheme taking thepotential earnings up to £40,000, working to Monday-Friday, with some hybrid working options, and training and development opportunities.Apply today!

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