Mortgage Advisor - Lead Generation Support

Echo Finance

United Kingdom

Remote

GBP 90,000 - 110,000

Full time

14 days+

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Benefits offered by this job

Free leads
Bespoke lead-generation website
Access to echo CRM

Job summary

Echo Finance is seeking an experienced Mortgage & Protection Adviser to leverage a client bank and our lead generation capabilities. You will have access to free leads and state-of-the-art technology to enhance your business.

The role is fully remote, allowing you to earn upwards of £100k by your second year. Ideal candidates will have 24+ months of mortgage placement experience and a strong desire to grow their business.

Qualifications

  • 24+ months of whole-of-market mortgage placement experience.
  • Existing client bank.
  • Ability to work successfully in a remote environment.

Responsibilities

  • Generate business with provided leads.
  • Utilize custom tech and website for personal branding.

Skills

Strong communication skills
Discipline to work in remote environment

Tools

Echo CRM

Job description

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.
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