At a Glance
- Tasks: Advise clients on mortgages and protection, generating leads with our support.
- Company: Echo Finance, a leading mortgage and protection firm in the UK.
- Benefits: Remote work, competitive earnings, and no network fees.
- Other info: Enjoy a flexible work environment with potential earnings of £50k+ in your first year.
- Why this job: Join us to grow your own business with excellent training and support.
- Qualifications: Full CeMAP qualification and 24 months of mortgage advising experience required.
The predicted salary is between 50000 - 110000 £ per year.
Are you an experienced, competent Mortgage & Protection Adviser?
Would you like support in generating more business, alongside access to mortgage enquiries whenever you need them – completely free of charge?
If so, we’d love to speak with you.
Location
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.
Remuneration
- Leads provided by us = Up to 40% of all completed income per case
- Self-generated leads = Up to 80% of all completed income per case
- Appointments provided by us = Up to 35% of all completed income per case
• All without a Network taking their % cut first!
Why work with us?
- No Network Fees* and market leading commission terms
- Quick setup and onboarding process
- We own Lead Crowd. com - One of the largest online lead generation businesses in the UK, we generate hundreds of enquiries every day
- We own Money Helpdesk. com - Online money advice
- We own Echo CRM - Our custom built mortgage CRM system, built by mortgage brokers for mortgage brokers
- We are directly authorised and on panel with all lenders. This includes lenders who some brokers are not on panel with such as HSBC, Clydesdale etc
- We will supply you with up to 40 free leads per month
- Discounted leads from Lead Crowd. com if you wish to self-generate your own leads
- We build you your own lead generation website to self-generate your own leads
- Constant development with excellent training & support provided
What you must have
- Full Ce MAP or equivalent qualification
- Current mortgage advising experience
- At least 24 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), Solicitor Referral fees, Will Referral fees & Intercompany referrals.
- All with NO network deductions
- #J-18808-Ljbffr
Mortgage Adviser/Advisor/Broker - Leads Provided employer: Echo Finance
Echo Finance is an exceptional employer for Mortgage Advisers, offering a unique opportunity to work remotely from anywhere in the UK while benefiting from a steady stream of leads and comprehensive support. With no network fees and market-leading commission structures, employees can expect significant earning potential alongside continuous professional development and training. The collaborative work culture fosters growth and innovation, making it an ideal environment for those looking to advance their careers in the mortgage industry.
StudySmarter Expert Advice🤫
We think this is how you could land Mortgage Adviser/Advisor/Broker - Leads Provided
✨Show Off Your Expertise Online
In the banking and financial services world, sharing your insights on platforms like LinkedIn can really set you apart. Write articles about market trends or finance tips, and engage in discussions in relevant groups. This not only boosts your visibility but also highlights your knowledge to potential clients.
✨Join Freelance Platforms and Networking Events
Freelancing in finance can be competitive, so make sure you're on platforms like Upwork or Fiverr, specifically targeting finance gigs. Also, look for finance networking events or webinars to connect with small businesses that might need your services. Meeting people face-to-face (or online) can score you those elusive freelance contracts.
✨Build a Stunning Portfolio
Since you're going freelance, having a solid portfolio is a must. Showcase your previous work, such as reports or analyses, and consider using case studies to highlight your approach. The more you can demonstrate your skills, the easier it is for clients to trust you with their finances.
✨Direct Outreach is Key
For freelance gigs, don't wait for opportunities to come to you. Identify companies or startups that align with your skills and reach out directly. A personalised message introducing yourself and proposing how you could add value can go a long way. Plus, keep an eye on Echo Finance for freelance opportunities—they might have just what you’re looking for!
We think you need these skills to ace Mortgage Adviser/Advisor/Broker - Leads Provided
Some tips for your application 🫡
Showcase Your Financial Savvy:When applying for a freelance role in banking and financial services, we need to see your expertise front and centre! Mention specific financial regulations or tools you've mastered, and feel free to include your relevant qualifications, like CFA or ACCA, to bolster your credibility.
Build a Stellar Portfolio:Since this is a freelance gig, your portfolio is your ticket to impressing us at Echo Finance. Include examples of past projects you've completed—think financial analyses, investment reports, or forecasting models. Be sure to highlight the results you achieved!
Tailor Your Rates and Availability:We want to see that you're flexible and can align with our needs. Clearly outline your freelance rates, availability for projects, and whether you're open to long-term collaborations or just ad-hoc gigs. This makes it easier for us to understand how we can work together!
Craft a Compelling Cover Letter:In your cover letter, express not just your skills, but also why you're excited about joining Echo Finance. Share your passion for financial services and how you plan to tackle challenges in this sector. This is your chance to connect on a personal level—make it count!
How to prepare for a job interview at Echo Finance
✨Show Off Your Financial Savvy
When you're talking with Echo Finance, make sure to highlight your experience with financial modelling, risk assessment, or portfolio management. Freelance work often requires a good level of financial literacy, so prepare to discuss any relevant tools you've used, whether it's Excel or specific financial software.
✨Bring Your Portfolio to Life
A freelance role means you’ll want to showcase your previous work effectively. Put together a portfolio that not only highlights your projects but also demonstrates the outcomes - think case studies or success stories that showcase how your financial skills made a difference for past clients.
✨Know Your Regulations and Compliance
In the banking and financial services world, understanding compliance and regulations is crucial. Make sure you’re up to date with the latest standards as they relate to your expertise. Be prepared for specific questions about how you've navigated these in past roles or how you'd approach potential compliance challenges.
✨Be Ready to Discuss Your Rates and Availability
As a freelancer, the topic of rates and availability can come up early on. Be clear about what you offer and how you charge. It might also help to have a few examples in mind where your expertise saved someone money or improved efficiency to justify your rates to Echo Finance.
