Swarm Recruitment
Equity Release Adviser
Get notified of more jobs like this · No spam, ever
How your CV stacks up
Upload your CV to see how well it fits this job role
?%
Equity Release Adviser – Self-Employed
OTE: £75,000 – £80,000, with top performers exceeding £100,000
Location: Fully Remote – UK-wide
About the opportunity
Swarm Recruitment is delighted to be working with an established and award-winning specialist equity release business that is experiencing an exciting period of growth. The business has built a successful fully remote model and is now looking to strengthen its adviser team following significant growth in its lead supply.
This is an opportunity for an experienced Equity Release Adviser who wants to focus on advising clients and converting quality opportunities, rather than spending their time chasing cold leads or managing administration.
Our clients have a dedicated Client Services Team that qualifies and triages leads before booking appointments directly into advisers' diaries. Advisers are also supported by dedicated Administration and Compliance teams throughout the process.
Earnings & Commission
- 30% commission on company-generated business
- 60% commission on self-generated business
- Average case value of approximately £4,100, including procuration and adviser fees
- Typical earnings of £75,000–£80,000 OTE
- Top performers have the potential to exceed £100,000
- Advisers typically complete around 5–10 cases per month
- Additional earning potential through self-generated business
Reasons to use Rodeo
Start with a chat, not a search bar
Grad scheme, placement, apprenticeship? Not sure what you want yet — that's fine. Your agent talks it through with you and turns "I have no idea" into a shortlist.
It searches the market for you
Every day your agent scans the market matching roles against what actually matters to you, not just keywords on a CV.
Only hits
No noise. No "maybe this fits." Just roles with a clear explanation of why they're right — and where to focus when applying.
Key responsibilities
- Research and present suitable equity release solutions
- Explain recommendations, costs, benefits, and risks clearly
- Build strong client relationships and convert qualified appointments into completed business
- Work closely with Client Services, Administration, and Compliance
- Maintain accurate records and high regulatory standards
- Develop self-generated business and referral opportunities where appropriate
About You
We are looking for an experienced Equity Release Adviser with a proven track record of converting qualified appointments into completed business.
You will ideally have:
- Strong experience within the Equity Release market
- A consistent track record of achieving good completion levels
- Excellent client relationship and communication skills
- A confident, consultative approach to sales
- Strong organisation and case management skills
- The ability to work independently within a remote environment
- A genuine commitment to providing suitable, compliant, and ethical advice
- A desire to continue developing your technical and sales skills
Why join?
- Quality leads: A dedicated Client Services Team qualifies and books appointments directly into your diary, allowing you to focus on advising and converting business.
- Strong support: Dedicated administration and compliance teams support you through the process, including suitability letters, document chasing, and file checks.
- Fully remote: Work from anywhere in the UK while managing your own working environment.
- Competitive earning potential: A 30% commission split on company-generated business and 60% on self-generated business provides a strong opportunity for experienced advisers to build a significant income.
- Growing business: Our client is expanding its adviser team and has increased lead supply, creating additional opportunities for advisers joining the business.
Get help with your application
Your very own career expert that helps elevate your application to the next level.
Working Pattern
- Fully remote – UK-wide
- Self-employed
- Flexible diary management
- Approximately 14–16 first appointments per month
- Typically, one fact-find per day, around four days per week
By applying for this position, you agree for your data to be stored by Swarm Recruitment until notice is given by you for it to be removed. Your data will only be used for the purposes intended. Our Data Protection Policy will be forwarded to you if requested.
“It took my CV and asked me questions relevant to understanding what kind of jobs to suggest for me. Suggestions were almost perfect. Jobs were exactly what I’ve been looking for.”
Jessica, London
Location