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Senior Equity Release Plan Advisor – Hybrid

Job in Leeds, West Yorkshire, ME17, England, UK
Listing for: Age Partnership Limited
Full Time position
Listed on 2026-03-13
Job specializations:
  • Finance & Banking
Job Description & How to Apply Below
A leading financial services firm in Leeds is seeking a motivated Plan Review Equity Release Adviser to provide expert advice to customers about their existing equity release plans. This role involves engaging with clients, preparing recommendation packs, and adhering to compliance standards. The ideal candidate should have at least 6 months of experience in a regulated capacity, excellent communication skills, and the ability to work both independently and as part of a team.

The position offers a competitive salary and generous benefits.
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Position Requirements
10+ Years work experience
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