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- Tasks: Help high net worth clients secure bespoke mortgage deals and provide expert advice.
- Company: Join Echo Finance, a leading brokerage with a family culture and flexible work options.
- Benefits: Enjoy self-employed status, remote work, and potential earnings of £50k+ in your first year.
- Why this job: Make a real impact in the financial services industry while growing your own business.
- Qualifications: Must have CeMAP qualification and experience in mortgage advising.
- Other info: Unlimited leads, ongoing training, and a supportive team environment await you.
The predicted salary is between 42000 - 70000 £ per year.
Monday – Friday 9am-5pm UK Time (Closed weekends and public holidays)
High Net Worth Mortgage Broker Careers at Echo Finance
Not a Network, not a Club. Something much much better
As a successful and ever-growing brokerage, Echo Finance are looking for talented mortgage advisers to join our expanding team, working with our high net worth (HNW) clients.
With us you’ll enjoy a progressive, rewarding career as part of an award winning company with a strong family culture, all the flexibility you need and in-house training opportunities to help you further your career in financial services.
In this role, your main focus will be our high net worth individual clients. On a day-to-day basis, you will tend to their mortgage needs, arranging bespoke deals that are high in value and offering them advice on niche products geared to their specific needs.
Our high net worth mortgage brokers are also expected to take leads for non-HNW clients as and when required.
Location
- Nationwide – You can live & work from anywhere in the UK. You can either advise over the phone/video call or we can arrange face-to-face appointments for you to visit the client, whichever you prefer.
Who are Echo Finance?
- We are a directly authorised, nationwide, whole of market equity release, mortgage & protection firm based in Mirfield, West Yorkshire and have been trading since 2012
What you must have:
- Full CeMAP or equivalent qualification
- Current mortgage advising experience (with high net worth clients desirable)
- At least 18 month’s whole of market mortgage placement experience
- Ability to work remotely
- A real desire to grow your own business, with our guidance
- Excellent communication and interpersonal skills
Rewards:
- Self-employed status with remote working
- Realistic and provable earnings of £50k in year one and £100k+ from year two onwards
- Income derived Broker fees, Procuration fees, Protection income (all indemnity), Property Insurance, Solicitor Referral fees, Will Referral fees & Intercompany referrals. All with NO network deductions
Apply for this position
If you have the skills and experience required apply now for immediate consideration.
First Name
Email Address
Contact Number
CV
.pdf, .doc, .docx – 5mb or less
Covering Letter / Other attachments (optional)
.pdf, .doc, .docx – 5mb or less
Mortgage brokers can write the following types of business at Echo Finance:
- High net worth mortgages
- All other residential mortgage types
- Buy-to-let and commercial mortgages
- Bridging loans
- Secured loans
- Protection insurance
- Later-life finance
- Property Insurance
Why work at Echo Finance?
There are many reasons why top high net worth mortgage brokers choose Echo Finance as their permanent home. As well as providing flexible, remote employment on a self-employed basis for advisers who value freedom, we offer the following perks:
- Up to 80% commission on self-generated leads
- Up to 40% commission on leads provided by Echo Finance
- Unlimited leads provided (if you need them)
- No network top slicing, loaded premiums or deductions due to DA status
Deal sweeteners
- We build YOU your own lead generation website for YOUR own business
- Our in house SEO writers will provide your website with new content weekly
- Remote video induction courses designed to get you and your business up and running
- Ongoing training and development opportunities
Work with the best in the business
- Echo Finance are Directly Authorised and on panel with every UK lender & Insurer
- We own other leading brands including Teito.co.uk and LeadCrowd.com
- We also operate Echo CRM, a custom-built CRM system for brokers
- Discounted leads available from LeadCrowd (if you wish to self-generate)
Not seeing the right position for you or no current vacancies?
If you think you can add value to our team we’d love to hear from you. Please register your interest for future roles by emailing careers@echofinance.co.uk and attaching your CV.
We’ll keep your records on file and contact you as soon as a suitable position arises.
THINK CAREFULLY BEFORE SECURING OTHER DEBTS AGAINST YOUR HOME. YOUR HOME MAY BE REPOSSESSED IF YOU DO NOT KEEP UP REPAYMENTS ON A MORTGAGE OR ANY OTHER DEBT SECURED ON IT.
IF YOU ARE THINKING OF CONSOLIDATING EXISTING BORROWING YOU SHOULD BE AWARE THAT YOU MAY BE EXTENDING THE TERMS OF THE DEBT AND INCREASING THE TOTAL AMOUNT YOU REPAY.
Legal Information
Echo Finance Limited is registered in England and Wales (6939070 ) and is authorised and regulated by the Financial Conduct Authority and is on the Financial Services Register (570073 ). The Guidance and/or advice contained in this website is subject to UK regulatory regime and is therefore restricted to consumers based in the UK. We are a credit broker, not a lender. ICOZ3021614 .
Our registered office is The 1812 Building, Wheatley Park, Mirfield, West Yorkshire, WF14 8HE.
The Financial Conduct Authority does not regulate Will Writing, Estate Planning and some forms of Mortgages.
The rates shown are for illustrative purposes only, they should not be taken as any form of advice or recommendation. Actual mortgage quotes are based on individual circumstances.*Example rate shown is a 5 year fixed rate mortgage from HSBC with an initial rate of 3.99% for 5 years; then reverts to SVR after intro period (26/03/2025).
Where you have a complaint or dispute with us and we are unable to resolve this to your satisfaction then we are obliged to offer you the Financial Ombudsman Service to help resolve this. Please see the following link for further details: www.financial-ombudsman.org.uk .
Terms & Conditions
We conduct both regulated and unregulated business and therefore not all products provided through us are regulated by the Financial Conduct Authority. We will receive commission from lenders. Different lenders pay different amounts depending on different commission models. For transparency we work with the following commission models: fixed fee, fixed rate of commission, percentage of the amount you borrow and rate for risk (this is based on the risk profile of the business). Further details of the commission model, calculation and amount will be disclosed to you throughout your customer journey.
At Echo Finance, we strive to provide informative guides and tips, however, please note that you use the information provided at your own risk. We cannot be held liable for any issues that arise from using the information provided.
The information found on our website is not tailored advice specifically for each individual reader and therefore should not be taken as financial advice.
Our team is updated regularly to keep up with changing lender criteria and policies, so be sure to contact one of our advisors for accurate up-to-date information. All of the advisors we work with are qualified to provide advice and partner with firms authorised and regulated by the Financial Conduct Authority. These specialists are regulated professionals who can provide tailored advice that fits your needs.
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High Net Worth Mortgage Broker employer: Echo Finance Limited
Contact Detail:
Echo Finance Limited Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land High Net Worth Mortgage Broker
✨Tip Number 1
Network like a pro! Get out there and connect with other mortgage brokers, financial advisors, and potential clients. Attend industry events or join online forums to build relationships that could lead to referrals.
✨Tip Number 2
Showcase your expertise! Create content that highlights your knowledge in high net worth mortgages. Whether it's blog posts, videos, or social media updates, let people see you as the go-to expert in the field.
✨Tip Number 3
Leverage technology! Use video calls to meet clients remotely, making it easier for them to connect with you. Plus, it shows you're adaptable and ready to work in today's digital world.
✨Tip Number 4
Apply through our website! We love seeing passionate candidates who are eager to join our team. Don’t hesitate to submit your application directly on our site for a chance to kickstart your career with us at Echo Finance.
We think you need these skills to ace High Net Worth Mortgage Broker
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience with high net worth clients and showcases your mortgage advising skills. We want to see how you can bring value to our team, so don’t hold back on those achievements!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for Echo Finance and how your background aligns with our values. Keep it personal and engaging – we love a good story!
Show Off Your Qualifications: Don’t forget to mention your CeMAP or equivalent qualification in both your CV and cover letter. It’s essential for us to know you have the right credentials to advise our high net worth clients.
Apply Through Our Website: We encourage you to apply directly through our website for a smoother process. It helps us keep track of your application and ensures you don’t miss out on any important updates from us!
How to prepare for a job interview at Echo Finance Limited
✨Know Your Stuff
Make sure you brush up on your mortgage knowledge, especially regarding high net worth clients. Understand the specific needs and products that cater to this demographic, as well as any recent changes in regulations or market trends.
✨Showcase Your Experience
Be ready to discuss your previous experience with high net worth clients. Prepare examples of bespoke deals you've arranged and how you've tailored your advice to meet their unique needs. This will demonstrate your capability and confidence in handling such clients.
✨Communicate Clearly
Since communication is key in this role, practice articulating your thoughts clearly and concisely. Use role-play scenarios to simulate client interactions, ensuring you can explain complex mortgage products in an easy-to-understand manner.
✨Ask Insightful Questions
Prepare thoughtful questions about Echo Finance's approach to high net worth clients and their training opportunities. This shows your genuine interest in the company and helps you assess if it's the right fit for you.