Remote working is a polarising topic in 2025. While many businesses have taken inspiration from the Covid pandemic workplace and run with it, some more traditional firms are fighting tooth and nail to get staff back into a physical office. One industry that has certainly made the most of the ‘work from home’ business model, however, is the finance industry, and particularly mortgage brokerages.

Here we’ll look at how to attract and retain talented mortgage and finance professionals in an increasingly remote industry. 

Prioritise work-life balance

Attracting full-time staff to a fully remote office environment is not necessarily as difficult as it once was, as many people prefer the work-life balance of no commute and the independence to manage their own time. 

One way to encourage those who do have reservations about a fully remote environment, however, is to offer plenty of opportunities to attend remote meetings and idea forums. Regular in-person and virtual team building, social and training events can also be a successful way to prevent remote employees from feeling too isolated. 

Attractive salary and benefit package

While this may seem like a no-brainer, be sure to assess what your direct competitors are offering their staff in order to compete with them. A competitive salary is only part of the picture for modern employers, other sought after benefits have been shown to regularly attract quality finance industry talent from competing firms, such as: 

• Employee well-being programmes and mental health support
• Flexible hours and working patterns
• Investment in modern, user-friendly technology to aid their performance
• Efficient and effective onboarding and suitable IT hardware and software
• Industry specific benefits such as availability of green leads and uncapped commission opportunities

One organisation using their highly-competitive benefits package to attract top financial professionals is Echo Finance. As a rapidly expanding player in the mortgages, equity release and insurance industry, they offer multiple benefits and opportunities for both employed and self-employed brokers. 

Lee Trett, Co-founder of Echo Finance, and newly launched, Money Helpdesk said: “Providing our mortgage brokers with plentiful leads that have a high conversion potential has been monumental in attracting industry-leading professionals to our ever-growing team. We also offer each broker that joins our team their own personal lead-generation site, to further incentivise earning potential”. 

Strategies like this have helped Echo Finance more than double in size over the past year. They continue to advertise roles for seasoned mortgage brokers and broader financial industry professionals and expect to continue their rapid expansion in the Fintech field in the years to come.

Ongoing training and mentorship

A focus on career advancement and individual growth is key to retention, once you’ve attracted the right type of talent. Ensure your organisation has a clear career structure with paths to progress into senior roles, as well as to develop as an individual. 

Regular free training provision such as industry and regulatory updates can be particularly appealing to mortgage and finance professionals, especially those opting for a self-employed partnership. Organisations who invest in training and development are often far more attractive to individuals who would otherwise have to invest a significant percentage of their own income into this.