Training and Mentoring Opportunities

At Echo Finance, our advisers have access to market leading training and development support in-house to help them maximise their business and further their careers.

From formal qualifications to upskilling with the help of our senior team members, you will find plenty of opportunities to expand your knowledge and credentials here.

Get trained up to offer specialist mortgage advice

While you’ll no doubt be able to handle residential mortgage or remortgage enquiries yourself, our senior advisers can provide structured training to help you add the following types of niche and specialist business to your repertoire:

• Adverse credit mortgages

• Buy-to-let mortgages

• *Equity release and later life lending

• **Commercial mortgages

• **Bridging finance

• Secured loans

• High net worth clients

• Self-build mortgages

• And much more

There are senior mortgage advisers on our team who specialise in all of the above and would be more than happy to draw up a one-to-one mentoring plan with you.

**Advisers taking equity release leads must hold a Certificate in Equity Release qualification and be an Equity Release Council member

**Advisers must be a member of the NCBFC to take these leads

Non-mortgage products we can upskill you on

We help our brokers maximise their earning potential by ensuring that they can take advantage of cross-selling opportunities when arranging a mortgage.

This largely involves training them to advise on other financial products, such as:

• All form of protection insurance

• Home and specialist property insurance

• Private medical insurance

• Will writing and estate planning

There are senior advisers at Echo who specialise in insurance and estate planning. They advise on these products every day and can train you to take leads for them yourself.

Apprenticeships for trainee mortgage administrators

Echo Finance offers a scheme for trainee mortgage administrators who are looking to take their first steps into the industry. This is an apprenticeship that enables applicants to become fully CeMAP-qualified while working as a member of our in-house admin team.

This is a 2-3 year scheme, and by the end of it, successful applicants will have the option to work as fully fledged mortgage advisers via SimplyAcademy training.

During the first 12-18 months, applicants will gain their CeMAP 1 while carrying out admin duties during office hours at Echo Finance HQ. Over the next 12-18 months, they will study for their CeMap 2 and 3 and become fully qualified to take mortgage leads by the end.

This apprenticeship requires applicants to work in the admin team at our office in Mirfield for the course’s duration, so being based with a 30-minute drive is desirable.

How we deliver our adviser training

We begin the training and development of our advisers from the moment they start at Echo Finance. It begins with an induction course that will last for a minimum of three days, during which there will be opportunities to discuss a progression plan with their upline manager.

All advisers will have their first three cases checked and signed off by their upline manager and our compliance team.

Advisers will have their full support from here and they will make themselves available for one-to-one video calls to discuss their development and progress. We will deliver structured training through this channel as and when it’s required.

On-site training at our Mirfield office is also provided when necessary, such as for full-time team members or those based in the near vicinity.

In addition, we hold twice-weekly continuing professional development (CPD) events with lenders/providers to help advisers stay on top of their product and market knowledge.

Want to find out more about the perks on offer at Echo Finance? Get in touch for an informal chat about how we could work together.