Great people, great environment, not much opportunity for progression.
Equity Release Advisor (Current Employee) – Leeds – 12 January 2015
A typical day at work would start with me sourcing my leads for the day with a view to generating a fact find. Once I have completed a fact find and recommended a lender I write up a personalised illustration for my client and send it out in the post, I would do this as many times as possible. Working in this role has improved my problem solving skills, my organisation, and my work ethic.Overall it's a great place to work, the people and environment are fantastic, once you reach the position of Advisor there is a noticeable ceiling on your progression in place directly above you. The hardest part of this job is the work load, finding time to generate new leads, write up packs, deal with on going cases can sometimes be a challenge, I find the key is in maintaining an organised calender and having a to do list. The thing I enjoy most about being an equity release advisor is providing help to people who need it.