Echo Finance
Mortgage & Protection Adviser/Advisor (Self-Employed) | Leads Provided | Remote UK | £50k-£100k+ OTE
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About the Role
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
Earnings: Year 1 OTE: £50,000 | Year 2+ OTE: £100,000+
Unmatched Remuneration (No Network Cuts)
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.
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No noise. No "maybe this fits." Just roles with a clear explanation of why they're right — and where to focus when applying.
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 Lead Generation Website: We build and host a bespoke lead-generation website for you to scale your personal brand. Free of charge
- Whole of Market: Directly authorised and on panel with all lenders (including HSBC, Clydesdale, etc.).
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What We Require
To ensure you can hit the ground running with our volume of leads, you must have:
- Full CeMAP (or equivalent qualification).
- 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.
“It took my CV and asked me questions relevant to understanding what kind of jobs to suggest for me. Suggestions were almost perfect. Jobs were exactly what I’ve been looking for.”
Jessica, London
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