Job Details

This national, highly regarded practice specialises in the provision of equity release advice and has continued to prosper despite difficult market conditions. However the firm do offer additional services and they are currently seeking to recruit new advisers to their telephone based advisory team at their Head Office in Preston to give advice on annuities.

The role will entail providing advice over the telephone to individuals on all matters relating to this product area. Given the clientele and the issues discussed, applicants must have first-class communication skills and the ability to quickly form working relationships with the customer base.

In relation to background it is expected that applicants will have financial services experience preferably in a customer facing capacity, such as working for a bank/building society or brokerage. Individuals must also be used to working to target in a compliant fashion and preferably have begun to attain qualifications such as the Certificate of Financial Planning or a relevant mortgage exam (e.g. MAQ or CeMAP). However whilst there is no flexibility on the need for financial services sales experience the company will consider those without professional qualifications.

This is a salaried position with the company also providing on the job training and support through further qualifications.