Mortgage Train Academy
Trainee Mortgage Adviser/Advisor/Broker (Self-Employed) LEADS PROVIDED
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Start Your Mortgage Adviser Career With Echo Finance
Thinking about becoming a mortgage adviser but not sure where to begin? Echo Finance are actively looking for motivated individuals to join our growing team — no experience necessary.
We work closely with Mortgage Train Academy to offer a clear, structured route into the profession. Here's how it works:
- 2-week online intensive training course — Master the systems and how to actually advice with real tutors who actually know the role.
- 6-month dedicated support & mentoring programme — so you're never left to figure things out alone once you're qualified.
- Real mortgage enquiries provided to you from day one of advising — no cold calling, no hunting for clients.
We're not just showing you the systems and wishing you luck. The mentoring programme is designed to give newly qualified advisers the best possible start, with guidance on cases, compliance, and building your confidence in front of clients.
If you're driven, people-focused, and ready to build a career in financial services, we'd love to hear from you. No mortgage experience required. Just ambition.
Reasons to use Rodeo
Start with a chat, not a search bar
Grad scheme, placement, apprenticeship? Not sure what you want yet — that's fine. Your agent talks it through with you and turns "I have no idea" into a shortlist.
It searches the market for you
Every day your agent scans the market matching roles against what actually matters to you, not just keywords on a CV.
Only hits
No noise. No "maybe this fits." Just roles with a clear explanation of why they're right — and where to focus when applying.
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?
- Low License fees of £299 a month and market leading commission terms
- Quick setup and onboarding process
- We own LeadCrowd.com — One of the largest online lead generation businesses in the UK, we generate hundreds of enquiries every day
- We own MoneyHelpdesk.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 free leads from day 1
- Discounted leads from LeadCrowd.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
Get help with your application
Your very own career expert that helps elevate your application to the next level.
What you must have
- Full CeMAP or equivalent qualification
- 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 from Broker fees, Procuration fees, Protection income (all indemnity), Solicitor Referral fees, Will Referral fees & Intercompany referrals. All with NO network deductions
“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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