Working at Charles Derby Mortgage Bureau Ltd

We are a National award-winning mortgage and protection advisory business, capturing the Best New Entrant Category at the Mortgage Introducer awards in November 2018, in just our second year. So far in 2020, we are a finalist at the Mortgage Strategy Awards secheduled for 19th March in the best broker - Protection category and also nominated as Best Broker at the Moneyfacts Awards scheduled for June 2020.  
 
Our contracts and remuneration are fair, easy to understand and honest. You work with us because you want to and you like it, not because your contract stops you from leaving. For example, you always own your clients, so no barriers there. If you must, you can leave with just one months’ notice taking your clients with you, even the ones we may have given you, there simply are no restrictions. Use our supportive umbrella to build a business for life.  Building a self-employed career with us, could not be easier. We offer excellent remuneration terms and have transitional funding for select advisers moving away from employed positions.

We do have lead generation and try to deliver quality leads but can make no promises about volume. However, we are taking control of lead generation and are currently rebuilding our website to focus on the delivery of quality leads through targeted SEO and PPC campaigns and have engaged an excellent third party partner to manage it and they really know their stuff.

Our Head Office is in Chelmsford, Essex and our professionally qualified mortgage and protection advisers are spread all over the UK. We are an appointed representative of one of the largest mortgage networks, making us a safe place to work.

We are a whole of market mortgage advisory business with access to exclusive products from High Street banks and Building Societies as well as smaller and specialist lenders. We can deal with any mortgage genre from FTB through to Adverse Credit, including IVA, Discharged Bankrupts and those in Debt Management Plans, to name but a few. We also see later life lending as a key and growing market and are active in it.

We offer a continual training programme and run workshops and training courses throughout the year, which can be in-house, or provider/lender led, and these are free to attend.

Work with us if you want control of your working life. 

For individuals transitioning to a self-employed career as a mortgage and protection adviser, we often get feedback such as "I hate micro-management", or, " I just want to get on with it and enjoy a better work/life balance".  We would absolutely agree with those statements and you can rest assured that there is no micro management, although KPI's will always feature in a regulated world because there has to be a benchmark, and we encourage you to get on with it but offer great support along they way.

We have a structured Regional Team environment  and there is always somebody for you to talk to.  To manage the isolation that some advisers might feel, we have our own 24/7 Portal with an adviser and lender/provider forum and so if you need help, post in the forum and the adviser population UK wide will help if they can and this includes the Directors who have 50yrs+ experience in this industry.

See what our people say about us: -

Great Company, Great Culture, Supportive Team Throughout
 
Mortgage and Protection Adviser (Current Employee) –  Derby, Derbyshire – 9 May 2019

"From my first day at Charles Derby Mortgage Bureau to date I am very happy to be part of a truly amazing team. From the CEO and management team to all other advisers and colleagues, everyone works together.

I have been searching for a while and now feel I have finally found HOME.

I feel valued, appreciated and consistently helped to be successful to meet all my goals."

Great company to work for!
 
Mortgage and Protection Adviser (Current Employee) –  Rochdale, Greater Manchester – 9 May 2019

"I joined Charles Derby mortgage bureau just under a year ago and have nothing but positive words to say about the company!

I only had limited experience in the financial services sector when I came on board, I can honestly say since day one the support and help I have received has been second to none. Even though I'm a self employed adviser I feel part of a team and always have somebody to turn to for help or guidance.

Making the step from being employed to being self employed was an initial concern but I have no regrets at all. Charles Derby mortgage bureau have given me the opportunity to become a successful adviser and I could not rate them highly enough."

supportive team, excellent work environment
 
Mortgage Consultant (Current Employee) –  London, Greater London – 3 May 2019

"Great place to work, highly supportive team, great proposition, and excellent opportunity to develop your own business and bring your own style to how you want to work."

A refreshingly friendly network to work with
 
Self Employed Mortgage & Protection Adviser (Current Employee) – Colchester, Essex – 13 May 2019

"I have been working with Charles Derby Mortgage bureau since April 2018 and after spending many years working on an employed basis as a Mortgage & Protection adviser for a large Colchester based brokerage firm I have found them to be a breath of fresh air.

Everyone from the Chairman down is pleasant to deal with and they will support you to achieve the goals and targets you set for yourself. They do not micro-manage their self employed advisers, this was important for me as the relentless pressure to meet artificial targets was one of the main reasons I wanted to be self-employed.

I wanted to be able to work from home, set my own hours, pick which clients I worked with and set my own goals and targets.