Retirement Advisor

Vacancy Details

Job Type:

Job function:




Job Reference:
Retirement Advisor

Sales and Business Development

Field Based

Field Based




The Role

We are currently seeking a number of Qualified Financial Advisors to come onboard and join us in HUB Financial Solutions to support an exciting new proposition we have secured with a Major Partner.

This will be a Home/Field Based Role and as we cover the whole of the UK we are open to Base Location.

As a Retirement Advisor you will advise our customers on later life lending, and will ensure that appropriate customer outcomes are achieved through both qualified appointments (provided by the company) and self-generated appointments (developed through networking/relationship building).

You will provide advice both face to face and via telephone/video call, depending on our customer’s preference.

You will utilise Panel or Whole of Market Products and services as defined by the Business, for each need area.

You Will

  • Comply with and adhere to the FCA Conduct Rules and Statement of Principles.

  • Deliver annual objectives as defined and agreed with the Regional Manager.

  • Secure business in accordance with the Customer Journey, best practice standards, and HUB Financial Solutions TCF culture, to ensure that T&C and compliance requirements are met and maintained.

  • Achieve required KPIs.

  • Proactively maintain professional development, technical knowledge and presentation skills to ensure that advice provided is compliant, informative, factual and relevant.

  • Undertake all aspects of administration associated with the role; including reporting and record keeping in a timely manner and to company quality standards.

You are

  • In possession of a Certificate in Equity Release (CII CF1, CF6 and ER1 or their equivalents).

  • QCF Level 4 qualified  (CII Diploma in Regulated Financial Planning or its equivalent ) or willing to obtain this and CF8 within 2 years of joining.

  • Preferably at Competent Adviser Status

  • Experienced in advising on Equity Release

  • Experienced in advising on residential mortgages and associated Protection products (desirable)

  • Able to demonstrate a proven track record of achieving results.

  • Flexible, with an adaptable attitude and are open to new ways of working.

  • Able to demonstrate excellent problem analysis and resolution skills.

  • Excellent at both verbal and written communication, with great interpersonal skills and the ability to communicate complex financial concepts in a clear and concise manner.

  • Aware of the products and services provided by the Group.

  • Able to build strong relationships with both Customers & Colleagues and have an empathetic nature.

  • PC literate and competent in the use of Microsoft Office Applications.

  • Relevantly experienced within the Financial Services Industry.

Working for us, you get your Just Rewards…

  • A Competitive Salary, Car Allowance, Great Bonus Potential, Amazing Pension Scheme and Life Assurance

  • Along with 25 Days Annual Leave plus an Additional Day on us for your Birthday

  • Private Medical Cover and Income Protection, just in case

  • FREE access to the Headspace App, a 24/7 Employee Assistance Helpline and Trained Physical & Mental Health First Aiders (On-Site)

  • Plus we have a variety of Employee Funded Benefits available to you via our Online Benefits Portal