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Win Financial Ltd

Mortgage Broker

Newport
Posted about 13 hours ago
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Self-Employed Mortgage & Protection Adviser

About Win Financial

Win Financial is a mortgage and protection advisory business built around specialist expertise in construction and trades company director lending. We hold a dual licence covering both mortgage advice and business protection, and we're expanding our self-employed adviser network.

The Role

This is a self-employed, commission-based opportunity for an experienced adviser who already has their own client bank and wants to keep advising without carrying the admin and compliance burden themselves. You bring the clients and the advice; we handle the back office.

Reasons to use Rodeo

I’m in my final year doing Economics and I don’t know whether to apply for grad schemes now or do a masters first. What do you think?

Honest answer — it depends on where you want to end up. A lot of top grad schemes (Big 4, civil service, banking) don’t need a masters. Let’s look at the ones you’d be competitive for now, and we can decide if a masters actually adds anything.

Also worth knowing: most autumn 2026 applications are open now. Timing matters more than you think.

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.

P

Graduate Consultant — 2026 Scheme

PwC·London, UK
£35,000/yr

Why you're a good match

Strong

Your economics background and your summer at a regional bank line up with what PwC looks for on the consulting scheme. Applications close in four weeks.

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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.

Why you're a good match

You’ve got the grades and the economics background, and your bank internship is exactly the experience this scheme looks for. Apply soon — deadlines close within the month.

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Strong

Experience fit

Your summer at the bank plus your econometrics coursework map directly to the day-one responsibilities on this scheme — client modelling, market briefings, and deal support.

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Strong

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.

What You'll Get

  • 70% commission on business from your own clients, rising to 80% once you reach £100,000 in annual commission
  • 50% commission on any leads we provide, at any tier
  • Full back-office and compliance support included - file checking, packaging, and compliance sign-off handled for you
  • No separate network or compliance fees - you keep the full split above
  • Access to 20+ years of CeMAP-qualified mortgage and protection expertise whenever you need it
  • Occasional additional leads on top of your own client bank, as workload allows

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Who We're Looking For

  • CeMAP qualified
  • Already self-employed, with an established client bank
  • Ready to hand off the admin and compliance work, not the advice itself

How to Apply

Apply directly through LinkedIn, or message the word JOIN to David Winchurch to find out more.

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Skills

Mortgage Advice
Protection Advice
Client Relationship Management
Compliance
Financial Planning
Business Protection

Location

Newport, Wales, United Kingdom

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