CeRER Qualified Later Life Lending Expert with CAS

CeRER Qualified Later Life Lending Expert with CAS

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Join My Team – CeRER Qualified Later Life Lending Expert with CAS

I consider it a privilege to lead an incredible team of Later Life Lending specialists at Access Financial Services, and now, due to demand, I am looking for more people to join my team.

If you are a CeRER qualified expert with CAS, who is passionate about helping clients navigate the world of later-life lending, this could be the perfect opportunity for you. We’re not just a team—we are a supportive, ambitious, and client-focused group that takes pride in making a real difference in people’s lives.

Why Join Us?

• Be Part of Something Special – Join a team that truly values its work and each other.
• Support & Collaboration – Work with some of the very best providers in the industry.
• Exceptional Earning Potential – An extremely competitive commission structure with no limits on your success.
• Flexibility to Suit You – Remote working options available.
• Ongoing Training - The market is changing almost daily; we offer training and support with a complete CPD system.

What I’m Looking For:

• CeRER Qualified & CAS – Essential for advising on later-life lending solutions.
• Proven Experience in Later Life Lending – Equity release/ Later Life Lending.
• A Client-First Mindset – Someone who truly cares about providing the right solutions.
• Outstanding Communication Skills – The ability to guide clients with confidence and clarity and have meaningful conversations with clients.
• Self-Motivated & Passionate – A professional who thrives in a team that celebrates success together.

Ready to Make a Real Impact?

If you want to be part of a team that’s not just about numbers but about changing lives, I’d love to hear from you.

Apply now or DM me for a confidential chat.

Email recruitment@accessfs.co.uk and tell me why you are the next Super Star.

Role Overview

We are looking for a motivated and knowledgeable Self-Employed Later Life Adviser to join our growing team. You will provide expert advice tailored to clients' individual circumstances, guiding them through the complexities of later-life lending solutions. With access to a whole-of-market proposition, you’ll be able to offer the best possible solutions for your clients while enjoying the flexibility and autonomy of self-employment.

Key Responsibilities

• Client Consultation: Engage with clients to understand their financial situations and later-life lending needs.
• Expert Advice: Offer tailored guidance on equity release, retirement interest-only mortgages, and other later-life lending solutions.
• Market Research: Analyse products from a wide range of lenders to identify the best options for clients.
• Applications Management: Support clients with their applications, ensuring accuracy and timely submission.
• Lender Relations: Build and maintain strong relationships with lenders and financial institutions to stay updated on new products.
• Compliance & Record-Keeping: Maintain accurate records of client interactions and ensure compliance with regulatory requirements.
• Industry Knowledge: Stay informed about the later-life lending market, regulatory changes, and emerging financial trends.

What We Offer

• Whole-of-market access for later-life lending and products.
• Free, high-quality leads provided to support your growth.
• Exclusive lender access to unique mortgage products.
• Strong commission structure with excellent earning potential.
• Flexible working options to suit your lifestyle.
• Training academy to expand your expertise and diversify your offerings.
• Additional revenue opportunities through related financial services.
• A supportive and dynamic environment with full back-office support.

Key Skills & Qualifications

• CeMAP Qualification + CeRER (or equivalent) is required; must have been CAS.
• Strong knowledge of the UK later-life lending market, mortgage products, and regulatory frameworks.
• Excellent communication and interpersonal skills to explain complex financial products clearly.
• Proactive, sales-driven mindset with the ability to manage a diverse client portfolio.
• High attention to detail and accuracy in handling applications and compliance.
• Understanding of FCA regulations and navigation of conversations around vulnerability.

How to Apply

If you’re ready to take the next step in your career, send your CV and a cover letter outlining your experience and suitability for the role to recruitment@accessfs.co.uk.

Employment Type: Self-Employed (Full-Time)

Seniority level

Entry level

Employment type

Full-time

Job function

Finance and Sales