Job Title: Equity Release Administrator

Industry: Financial Planning

Location: Leeds

Salary: £18,000 – £20,000 (Negotiable)

Job Reference: 15153

Job Description:

Recruit UK is working on an excellent opportunity for an Equity Release Administrator to join an Independent Financial Advice practice in Leeds.

This is a fantastic opportunity for an individual with a background as an administrator within financial services, to join a growing and successful financial advice company as an equity release administrator.

This company uses a careful blend of excellent technology and qualified professionals. Their approach is to add real value and provide great advice, guiding their clients through their financial lifetime and building long-term quality relationships.

 

Duties will involve but won’t be limited to:

• Processing Equity Release applications
• Onboarding new clients and ongoing data management
• Client communication
• Lender and solicitor communication
• Reporting and updating the CRM system
• Assisting the Equity Release Adviser with client research and suitability reports

 

What’s in it for you?

• Salaries up to £20,000 (negotiable dependent on skill-set)
• 25 days holiday per year, in addition to bank holidays
• Company pension scheme with employer contributions of 5%
• 3 x Death in Service
• Early finish Fridays
• Christmas Closedown
• Various social/charity events throughout the year

 

Skills and experience required:

• Proficient use of Microsoft applications
• A strong background in administration (ideally within Equity Release or Financial Services)
• Excellent communication skills
• CeMAP and CeRER qualifications (desirable)

 

About Recruit UK:

As specialists in financial services recruitment, we bring unique expertise, insight, and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections. Right now, Recruit UK is pleased to be working with an Independent Financial Advice firm based in Leeds on an Equity Release Administrator role.

 

Our commitment to you:

• Start every journey with a conversation to find out about you in-depth.
• Provide honest feedback on where you fit in the job market.
• Use our network across the financial world to match you to your perfect position. Or if we think you already have it, we’ll tell you.
• Take a holistic mindfulness approach – career happiness is rarely just about the money.
• Cover the whole of the UK with a local touch through our regional teams.
• Never pester you.

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