At a Glance
- Tasks: Support clients in generating mortgage leads and maximise your income potential.
- Company: Echo Finance, a leading mortgage brokerage with innovative lead generation.
- Benefits: Earn £100k+ by year two with free leads and custom tech support.
- Other info: Remote work with strong growth opportunities and a bespoke website for personal branding.
- Why this job: Join a dynamic team and grow your own business with extensive resources.
- Qualifications: Must have 24+ months of mortgage experience and an existing client bank.
The predicted salary is between 80000 - 120000 £ per year.
Are you an experienced, competent Mortgage & Protection Adviser with your own client bank? 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. We provide the infrastructure, tech, and leads to help you clear £100k+ by year two.
Status: Full-time, Self-employed
Location: Remote (Nationwide UK) – Phone or Video
Because we are Directly Authorised (DA), there is no network cut before you get paid.
- Self-Generated Leads: Up to 80% of all completed income.
- Echo Provided Leads: Up to 40% of all completed income.
- Echo Provided Appointments: Up to 35% of all completed income.
Income streams include: Broker fees, Procuration fees, Protection income (all indemnity), and multiple referral streams (Solicitors, Wills, etc.).
Why Echo Finance? We aren't just a brokerage; we are a lead generation powerhouse. We own the infrastructure you use:
- Free Leads: Up to 40 free leads per month provided to you.
- The Lead Pipeline: We own LeadCrowd.com (one of the UK’s largest lead gen sites) and MoneyHelpdesk.com. You get a constant flow of enquiries and heavily discounted rates for self-generation.
- Custom Tech: Access to Echo CRM, custom-built by mortgage brokers, for mortgage brokers.
- Your Own Website: We build and host a bespoke lead-generation website for you to scale your personal brand.
- Whole of Market: Directly authorised and on panel with all lenders (including HSBC, Clydesdale, etc.).
What We Require: To ensure you can hit the ground running with our volume of leads, you must have:
- 24+ months of whole-of-market mortgage placement experience.
- An existing client bank you want to maximise.
- The discipline to work successfully in a remote environment.
- Strong communication skills and a desire to grow your own business.
Mortgage Advisor - Lead Generation Support employer: Echo Finance
Echo Finance is an exceptional employer for Mortgage & Protection Brokers, offering the flexibility of remote work across the UK while providing daily leads and uncapped earning potential. Our supportive culture fosters independence and growth, allowing you to manage your own pipeline with the backing of a directly authorised, nationwide firm that prioritises high-quality enquiries and professional development.
StudySmarter Expert Advice🤫
We think this is how you could land Mortgage Advisor - Lead Generation Support
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Echo Finance. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Mortgage Advisor - Lead Generation Support
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Echo Finance.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Echo Finance's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Echo Finance
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Echo Finance.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Echo Finance will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Echo Finance employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
