High net worth mortgage broker (self-employed)

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.