Here at Aviva we are hiring for Financial Advisers to join our Equity Release team, on a permanent basis.

This role will be home based but will involve travel within a 2-hour radius of your current location; therefore, we are very flexible on location and a company car will be provided!

We are especially interested in applications from London and the South East but welcome applications from skilled candidates based all over the UK.

The role will work with and support the wider Equity Release Financial Advice team to explore business opportunities - managing a high-volume customer caseload, and always driving excellent customer service.

We are looking for a candidate who prides themselves on their relationship / rapport building skills, and will be a successful ambassador for our brand, offering 5 star service to our equity release customers.

Duties & responsibilities:

Providing professional advice and ‘fact-finding’ for new and existing customers, while delivering outstanding customer satisfaction

Managing & processing customer cases on a day-to-day basis, working in a high volume, fast paced environment

Creating & providing recommendations, developing clear plans for new and existing customers

Undertaking both virtual, and face to face, meetings with customers, including sending out initial confirmations and managing appointments

Creating personalised illustrations and communicating these during meetings

Adhering to appropriate risk management procedures to control, supervise and report on business activities

Ensuring good working relationships are developed and maintained with business partners

Supporting & improving the way we work by challenging the status quo

Skills & experiences required:

Currently operating in a similar Equity Release, Financial Advisor role

Appropriate industry related qualification(s) – CF6, ER1, plus either RO1 or CF1 or equivalent qualification in mortgage and equity release advice . (please declare which qualifications you have clearly on your CV)

Customer-centric mindset, with outstanding rapport building skills

Knowledge and understanding of regulatory and compliance requirements within Equity Release

Track record of analysis and problem-solving skills

Ability to travel regionally, as required, with a full current driving licence

Working at Aviva

At Aviva, we’re people with a purpose. To be with you today, for a better tomorrow!

We bring this to life by ensuring managing risk is at the heart of the way we all work. We love people who do the right thing for our customers, and our colleagues. We want people who speak up, who take responsibility, and who make good decisions.

The way we do this is important too. We’re all about our people – that’s you – so we can be pretty flexible. If you want to work from home some of the time or change your hours so you can pick up your kids or care for someone in your family, we’re very open to that. In fact, we don’t advertise roles as either part or full time, because we know each person has different needs, just as each business area has different needs. So, it’s up to you to discuss working hours during your interview.

We care deeply about being inclusive and that means we encourage applications from people with diverse backgrounds and experiences. We want our employees to bring their whole self to work and that starts with you.

We interview every disabled applicant* that meets the minimum criteria for the job. Once you’ve applied, please send us a separate email stating that you have a disclosed disability, and we’ll make sure we interview you.

We’d love it if you could submit your application online. If you require an alternative method of applying, please give Ben Parker a call on 07833 239394 or send an email to ben.parker@aviva.com

*As defined in The Equality Act 2010*. By ‘minimum criteria’ we mean you should provide us with evidence which demonstrates that you generally meet the level of competence required and have the qualifications, skills or experience defined as essential to perform the role.