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Trainee Equity Release Advisor

FIG People



£23500 - £25500/annum


Posted: 18/06/2022

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About The Company

One of the UK's favourite finance brokers. The directors have over 263 years' combined experience in the finance industry and that experience has been used to build a team of professionals in a workplace where people thrive in.

The large open planned office gives our people the ability to collaborate and thrive in a forward-thinking and fun environment.


·       conducting high-quality outbound sales calls to our customers and providing regulated advice to them, focussing on appropriate outcomes.

·       Working towards KPI’s in line with the company's framework to help measure your performance and competency.

·       ensure our customers respond and go on to obtain the second charge mortgage product they require.

·       making referrals (both internal & external) to our preferred partners when a Lifetime mortgage may not be a suitable option.


·       experience of working successfully to sales targets

·       Ability to respond quickly to training and adapt to changes within the industry

·       Proven experience in outbound sales, objection handling, and have the ability to close deals

·       Experience in selling a range of products

·       Experience in a busy and fast-paced environment


·       Current or recent experience in a regulated finance company

·       Experience in secured finance or mortgage advising

·       Experience of broking/lending in the mortgage market

·       Experience of broking/lending in the second charge market

·       Experience of broking/lending on the unsecured loan market

·       Strong IT skills including the use of the full Microsoft package

·       Experience of working successfully in a team and also individually

·       CeMap Level 1 (working towards Full CeMap)

Individual Requirements

·       GCSE Maths and English grade C or above

·       Self-motivated upbeat personality

·       Punctual

·       Team player

·       Compliant

What's in it for you?

·       Vitality Healthcare upon completion of probation

·       Company Pension Scheme

·       Rising holiday entitlement

·       Enhanced holiday pay

·       Free secure parking

·       Great location close to transport links

·       Access to training and development

·       Stimulating career progression

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