Lead Self Employed Mortgage Adviser
Lead Self Employed Mortgage Adviser

Lead Self Employed Mortgage Adviser

Freelance 36000 - 60000 Β£ / year (est.) Home office possible
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At a Glance

  • Tasks: Provide expert mortgage advice remotely via phone or video calls.
  • Company: Echo Finance is a leading UK mortgage and protection firm with a strong reputation since 2012.
  • Benefits: Enjoy remote work flexibility, no network fees, and market-leading commission terms.
  • Why this job: Join a supportive team with excellent training and the chance to self-generate leads.
  • Qualifications: Must have 18 months of whole market mortgage advising experience.
  • Other info: Work from anywhere in the UK with no network deductions.

The predicted salary is between 36000 - 60000 Β£ per year.

Are you an experienced, competent mortgage & protection advisor? Do you want mortgage enquiries provided to you, for free? Nationwide - You can live & work remotely from anywhere in the UK. You can either advise over the phone or video call, whichever you prefer.

Who is Echo Finance? We are a Directly Authorised, Nationwide, Whole of Market Mortgage & Protection firm based in Mirfield, West Yorkshire and have been trading since 2012.

  • No Network Fees and market leading commission terms
  • One of the largest online lead generation businesses in the UK, we generate hundreds of mortgage enquiries every day
  • We own Echo CRM - Our custom built mortgage CRM system, built by mortgage brokers for mortgage brokers
  • This includes lenders who some brokers are not on panel with such as HSBC, Clydesdale etc
  • Discounted leads from LeadCrowd
  • Help with building your own website to self-generate leads
  • Constant development with excellent training & support provided

Current mortgage advising experience:

  • At least 18 month’s whole of market mortgage placement experience
  • Ability to work remotely
  • Self-employed status with remote working
  • All with NO network deductions
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Contact Detail:

Echo Finance Recruiting Team

StudySmarter Expert Advice 🀫

We think this is how you could land Lead Self Employed Mortgage Adviser

✨Tip Number 1

Familiarise yourself with the latest mortgage products and market trends. This will not only boost your confidence during interviews but also demonstrate your expertise to potential employers like us at StudySmarter.

✨Tip Number 2

Network with other mortgage advisers and industry professionals. Engaging in conversations on platforms like LinkedIn can help you gain insights and potentially lead to referrals or job opportunities within our company.

✨Tip Number 3

Prepare to discuss your previous successes in mortgage advising. Be ready to share specific examples of how you've helped clients secure mortgages, as this will showcase your skills and experience effectively.

✨Tip Number 4

Make sure to highlight your ability to work independently and manage your time effectively. As a self-employed adviser, demonstrating these qualities will be crucial in impressing us at StudySmarter.

We think you need these skills to ace Lead Self Employed Mortgage Adviser

Mortgage Advisory Skills
Protection Advice Knowledge
Remote Communication Skills
Client Relationship Management
Sales Skills
Negotiation Skills
Market Knowledge
Time Management
Self-Motivation
Problem-Solving Skills
Adaptability to Technology
CRM Proficiency
Lead Generation Techniques
Regulatory Compliance Knowledge
Financial Analysis Skills

Some tips for your application 🫑

Tailor Your CV: Make sure your CV highlights your experience as a mortgage and protection advisor. Include specific achievements, such as the number of successful placements or client satisfaction ratings, to demonstrate your competence.

Craft a Compelling Cover Letter: In your cover letter, express your enthusiasm for the role and the company. Mention why you are interested in working with Echo Finance and how your skills align with their needs, particularly your ability to work remotely and your experience in the whole of market mortgage sector.

Showcase Relevant Experience: Clearly outline your current mortgage advising experience and any relevant qualifications. Highlight your 18 months of whole of market mortgage placement experience and any additional training or certifications that may set you apart.

Proofread Your Application: Before submitting, carefully proofread your application for any spelling or grammatical errors. A polished application reflects your attention to detail and professionalism, which is crucial in the finance industry.

How to prepare for a job interview at Echo Finance

✨Showcase Your Experience

Make sure to highlight your current mortgage advising experience and any relevant qualifications. Be prepared to discuss specific cases where you've successfully placed mortgages, as this will demonstrate your competence and expertise.

✨Understand the Company

Research Echo Finance thoroughly before the interview. Familiarise yourself with their services, values, and the unique aspects of their CRM system. This knowledge will help you tailor your answers and show genuine interest in the company.

✨Prepare for Remote Work Questions

Since the role allows for remote work, be ready to discuss your experience with remote advising. Share examples of how you've effectively communicated with clients over the phone or via video calls, and how you manage your time and productivity while working from home.

✨Ask Insightful Questions

Prepare thoughtful questions to ask at the end of the interview. Inquire about the support and training provided, the types of leads generated, and how success is measured within the company. This shows your enthusiasm and helps you assess if the role is a good fit for you.

Lead Self Employed Mortgage Adviser
Echo Finance
E
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