Retirement Advisor

Vacancy Details

Job Type:

Job function:




Job Reference:
Retirement Advisor

Sales and Business Development

Field Based

Field Based




Retirement Adviser – Equity Release
Location: Remote/ Field-based role located around the Southampton to Brighton stretch of England


About Us
We’re a specialist UK financial services group focusing on attractive segments of the UK retirement income market. We need agile operators, who can quickly find solutions and are committed to doing the right thing for our customers. To fulfil our purpose to help people achieve a better later life.

In 2021 we were named as one of the UK’s 100 Best Large Companies to work for and accredited as a 2 star organisation, representing outstanding levels of engagement. Alongside these we were also recognised as one of the Financial Services’ 30 Best Companies to Work For, London’s 75 Best Large Companies to Work For, South East’s 100 Best Companies to Work For, and Northern Ireland’s 10 Best Companies to Work For.

Key Responsibilities:

  • To act as an FCA regulated individual, advising customers on Equity Release through different forms of communication (phone, email, face to face).

  • Undertake customer meetings with the purpose of identifying their needs and where appropriate making recommendations as to how we can help them have a better later life.

  • Managing your workload and own diary, prioritising where appropriate


  • Essential: Qualified in providing Equity Release advise (Certificate in Equity Release (CII - CF1, CF6 and ER1 or their equivalents)

  • Essential: Achieved Competent Adviser Status with at least 6 months experience 

  • Desirable: Achieved QCF Level 4 – CII Diploma in Regulated Financial Planning or its equivalent within 2 years of joining, and CF8.


  • A Proven track record of achieving results.

  • Flexible, adaptable attitude – open to new ways of working.

  • Excellent problem analysis and resolution skills.

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

  • Empathetic style & ability to build strong relationships with both Customers & Colleagues.

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

Working for us, you get rewards…

  • A Competitive Salary, amazing Pension Scheme and Life Assurance

  • Vehicle allowance and Business miles paid for

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

  • Private Medical Cover and Income Protection, just in case 

  • A Bonus Scheme that takes a balanced approach and looks at both `in role performance’ but also `the behaviours and attitudes you exhibit at work’

  • 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