Area Manager: Equity Release

Home Based Other
23 Apr 2021
23 May 2021
Full Time

Within our Aviva Financial Advice (AFA) division, we now have a senior opening for a new Area Manager, who will provide regulated supervision to a team of Equity Release Financial Advisers (ERFA).

In the role of Equity Release Area Manager, you will not only lead a national team, ensuring they are suitably supported and motivated, but also ultimately be accountable for managing all regulated activities and outputs, to ensure that Aviva customers are treated fairly, in line with all regulatory and in-house requirements.

To be considered for this position you must be a management professional who is currently operating in an Equity Release role!

The successful post-holder will be home based; however national travel will be expected of the chosen post-holder.

Duties & Responsibilities

  • Supervision and management of a national team of Equity Release Financial Advisers, inspiring and enthusing them to perform to a high standard in line with Aviva values and regulatory expectations
  • Ensure high levels of customer engagement and successful advice outcomes across AFA, making sure the team meet KPIs through carrying out observations (i.e. referral through to business written conversion ratios are achieved)
  • Provide development and supervision across the ERFA team in adherence with the T&C scheme and regulatory expectations (including observations, 121s, team meetings etc.)
  • Ensure the team deliver against financial metrics set by the business
  • Manage business relationships with key stakeholders to develop business requirements, referrals and team capability
  • Assist in future development and growth of the team

Skills & Experience required

  • Appropriate industry related qualifications - CF6, ER1, plus either RO1 or CF1 etc. (please declare which qualifications you have clearly on your CV)
  • Extensive line management experience
  • Current exposure to working in an Equity Release role
  • Ability to analyse data to identify trends and decide future work/development & training
  • Prior exposure to working through periods of change and growth

What will you get for this role?

  • Competitive annual salary, depending on skills, experience, location and qualifications
  • Company car
  • Generous defined contribution pension scheme
  • Annual performance related bonus and pay review
  • Holiday allowance of 29 days plus bank holidays and the option to buy/sell up to 5 additional days
  • Up to 40% discount for some Aviva products through "My Aviva Extras" plus discounts for Friends and Family. (Some exclusions apply)
  • Excellent range of flexible benefits to include a matching share save scheme

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 ownership, 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 Daisy Holmes a call on +44 7436 672007 or send an email to .

*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.