Equity Release Adviser

Equity Release Adviser

Home based with links to one of our UK offices

We are currently seeking an experienced Equity Release Adviser to join Succession Wealth, providing high‑quality, regulated advice to Aviva and Succession clients. This is an excellent opportunity for a client‑focused adviser who is passionate about delivering positive outcomes and operating to the highest regulatory and professional standards.

The Role

As an Equity Release Adviser, you will provide tailored advice to clients looking to release equity from their property, ensuring recommendations are fully aligned to individual circumstances, regulatory requirements, and Succession’s quality standards.

You will proactively manage referrals from initial enquiry through to completion and ongoing reviews, working collaboratively with internal stakeholders to deliver an excellent client experience.

• Providing regulated equity release advice on behalf of Aviva Equity Release Advice to Succession clients
• Responding proactively to referrals and arrange client meetings
• Conducting comprehensive fact‑finds and assess client needs and circumstances
• Delivering clear, suitable and compliant personal recommendations
• Completing post‑sale activity and manage annual client reviews in line with agreed service levels
• Maintaining accurate and detailed audit trails, suitability reports and documentation
• Ensuring all advice and activity complies with FCA regulation, Succession guidance and internal controls
• Working closely with the Area Manager to maintain competence, quality metrics and adviser status
• Meeting agreed performance measures, including conversion ratios, balanced scorecard metrics and new business levels
• Liaising with colleagues and teams across Succession Wealth and Aviva to support client outcomes and referral activity
• Maintaining SPS, CPD and Fitness & Propriety requirements in line with SMCR and the T&C Scheme

You:

• CF6 and ER1 qualification
• Minimum of 2 years’ experience within Financial Services
• Previous experience in an advisory role

• Excellent communication and interpersonal skills
• High attention to detail with strong analytical ability
• Self‑motivated, proactive and driven to succeed
• Ability to prioritise and perform under pressure
• Keen to develop technical knowledge and capability
• Professional, client‑focused and values‑driven

What You Can Expect From Us

• 25 days Annual leave rapidly increasing with service, plus bank holidays and additional days for Christmas closure.
• Excellent company pension scheme with a generous employer contribution.
• Agile and family friendly working arrangements to allow for a great work/life balance.
• Company sick pay.
• Enhanced maternity, paternity and adoption pay.
• Up to 40% discount on Aviva Insurance & Investment products.
• £450 towards the purchase of home office equipment.
• Group Life Assurance Scheme: 8 x salary.
• Access to the Benefit Hub; discounts on shopping, dining out, holidays and lots more!
• A range of health benefits including eye care vouchers, flu vaccinations, Annual Health Screening, Digitial GP, Mental health and Nutrition Sessions and Employee Assistance Programme.
• Voluntary flexible benefits platform including Private Medical Insurance, Medical Cash Plan, Dental Insurance, Critical Illness and Health Screening.
• Support with cost of professional exams /study days.
• Charity Days.
• Company Events.
• Group Income Protection

Our Wellbeing committee works hard to ensure we can support the wellbeing of our colleagues.

• Employee Assistance Programme including access to a 24/7 support line.
• Access to mental health first aiders.
• Menopause support.
• Parental and compassionate leave.
• Wellbeing Library and Hub.
• Aviva DigiCare and Workplace.
• Bereavement Helpline.

Support in achieving your career goals.

• Sponsorship for relevant professional exams and study leave.
• Access to funded apprenticeships in a range of topics, such as business administration, leadership & management, and accounting & finance.
• Access to Insights Discovery, a psychometric tool, which helps individuals and teams to connect better, overcome challenges & conflict resulting in high performing teams.
• Clear career pathways and endless internal job opportunities.
• Access to a huge range of free courses via our Learning Management system.

Our commitment to DE&I
Succession is committed to building and preserving a culture of inclusion and diversity. With a diverse team of employees we are able to grow, innovate and deliver excellent client care to help us reach our goals as a business. Our diverse teams help us reflect and understand the communities in which we operate and the subjects we cover in our everyday work.
In recruiting for Succession, we welcome the unique contributions all candidates can bring regardless of their background and strive to ensure that every candidate is given the best chance of success through fair and equitable recruitment practice.