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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 custom-built CRM system to support your success.
The predicted salary is between 42000 - 84000 £ per year.
Monday - Friday 9am-5pm UK Time (Closed weekends and public holidays).
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.
What you must have:
- Full CeMAP or equivalent qualification
- Current mortgage advising experience (with high net worth clients desirable)
- At least 18 months' 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 from Broker fees, Procuration fees, Protection income (all indemnity), Property Insurance, Solicitor Referral fees, Will Referral fees & Intercompany referrals. All with NO network deductions
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)
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.
High Net Worth Mortgage Broker (Self-Employed) 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 (Self-Employed)
✨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 potential clients see you as the go-to expert in the field.
✨Tip Number 3
Leverage technology! Use video calls to meet clients wherever they are. This flexibility not only saves time but also shows clients that you're adaptable and ready to cater to their needs.
✨Tip Number 4
Apply through our website! It’s the quickest way to get noticed. We’re always on the lookout for talented brokers, so don’t hesitate to submit your application and show us what you’ve got!
We think you need these skills to ace High Net Worth Mortgage Broker (Self-Employed)
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 goals align with ours. Keep it personal and engaging – we love a bit of personality!
Showcase Your Qualifications: Don’t forget to mention your CeMAP or equivalent qualification prominently. It’s essential for us to know you have the right credentials to hit the ground running in this role.
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’re considered for the role as quickly as possible!
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 how you've successfully arranged bespoke deals and provided tailored advice. This will demonstrate your capability and confidence in handling their unique requirements.
✨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.