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The PRO Podcast


Mar 20, 2019

Who to Recruit First – Sales or Administrator?

Growing a business is hard, and sometimes you do it more than once! So, if you are starting from scratch who do you employ first?

Since I started my business in 2006, I've almost had to start again three or four times. I went self-employed in 2006. I started again doing life insurance, critical illness and income protection when the credit crunch hit in 2009. I started again when I bought my business partner out in 2011. I started again in 2016 when I transferred or moved back from life insurance to get back into the mortgage market. So, I've certainly had a rollercoaster starting off my business journey, but what it's enabled me to do is given me perspective on different ways to start. Because when I initially started, I started with an advisor. The last couple of times have been with an administrator, but then the beginning of this year, in 2018, I've started with three advisors and no administrator.

Who do you employ first?

  • Mortgage Adviser
  • Trainee Mortgage Adviser
  • Mortgage Administrator / PA
  • Apprentice

It all depends on where your business is at. The fundamental thing that you're going to need to assess, whether you're looking at taking on an advisor or an administrator, is what are your key values and your key strengths. What are the things that you really, really love to do on a day-to-day basis? Because that all forms as part of how you look to grow your business, because if you're not waking up every single morning with massive amounts of passion and really, really wanting to hit each day running because there are certain elements of the job that you don't enjoy doing, then you need to leverage those out. You need to delegate those to somebody else. That can often dictate the way in which you want to recruit.

If you are looking to recruit, then you need to write out your process and a list of tasks you want your recruit to complete for you to free up your time to focus on the valuable tasks. This is the ideal starting point for mortgage recruitment.

Thanks for listening to another episode of the Mortgage Pro Podcast.

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