Welcome to The Golden Egg Group |  Call us on 0161 974 7080


Welcome to The Golden Egg Group |  Call us on 0161 974 7080

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Equity Release Advisor - Bury

Equity Release Advisor - Bury


Location: Bury,  BL9 6SA

We are currently recruiting for an Equity Release Specialist to join our growing clients in Bury. This is an amazing opportunity to work with a well established and well know brand within the industry.

Located within our busy sales office, you will:
• Receive inbound leads daily to qualify in line with expected targets
• Update our lead performance monitoring system after each contact
• Collect data enabling you to locate & provide an accurate written quotation
• Ensure the quotation is acceptable and answer questions to win the sale
• Complete & submit the chosen lenders application paperwork
• Forward documentation to our dedicated processing team and move on to the next sale

The Company

• A fast-growing, specialist, Financial Conduct Authority (FCA) authorised & regulated Equity Release brokerage who specialise in arranging equity release mortgages which are only available for the over 55's.

The Requirements

• Hold ER1 or equivalent qualification
• An understanding of property finance
• Detail oriented with an inquisitive technically biased mind and dedication to learn
• Excellent & confident telephone manner
• The ability to use calls, to efficiently build strong customer relationships & clinch the sale
• Mathematics and written & spoken English to a good standard.
• Mature, positive, and hard-working team player
• Well organised, continually focused and the ability to move at speed when required
• Punctual, flexible, and very reliable


• Preferably 2/3 years relevant experience advising clients in the equity release and later life lending space.
• Proven track record working within an established broker or as an adviser
• Knowledge of FCA and the firm’s record keeping requirements.
• A relevant approved qualification R01, R05 & R06 or equivalent, CeMAP or equivalent and ER1 equity release certificate.

Hours of work

Monday and Wednesday 9:45am – 7:00pm
Tuesday and Thursday 9:45am – 8:00pm
Friday 9:45am – 2:30pm

Experience / Qualifications

· Hold CeMAP or MAQ mortgage qualification
· Hold R01 ethics and regulation qualification
· Hold R05 protection qualification
· R06 qualification (Preferred not essential)

The Income and Benefits: £30,000 OTE £65,000

Apply now


0161 974 7080


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