Winstree Financial Services
Mortgage Broker (Self-Employed / Remote / Commission Only)
How your CV stacks up
Upload your CV to see how well it fits this job role
?%
Please ensure you read the below overview and requirements for this employment opportunity completely.
Winstree Financial Services is an established firm of Independent Mortgage and Protection Consultants based in Colchester, Essex, supporting clients across the UK. With over 25 years of industry experience, we specialise in helping people secure the right mortgage and protection solutions for their needs with a focus on service, speed, and results.
We are growing and are looking for motivated individuals.
Are you a natural communicator who enjoys building client relationships, brokering deals and striving to start your own business – If so, this is the perfect fit.
This is an uncapped earning potential self-employed role, on a commission only basis.
The Role
- Experience is a bonus, but not essential.
- Handle pre-booked, qualified appointments from our in-house lead generation. These are people that have requested to talk to you.
- Provide expert mortgage and protection advice to a wide range of clients.
- Manage the full sales process, from consultation through to completion.
- Recommend solutions across residential, buy-to-let, remortgage, and protection products.
- Maintain compliance with FCA regulations and internal processes.
Reasons to use Rodeo
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.
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.
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 We Offer
- Access to the Whole of Market, even lenders that other Brokers can’t use.
- Full training and onboarding – Perfect for career changers or newly qualified Brokers.
- Consistent, high-quality sales opportunities booked directly into your calendar.
- The ability to have live calls transferred to you.
- Admin and case management support so you can focus on clients.
- Remote, flexible working with full autonomy.
- A respected brand with over 25 years of industry presence with opportunity to build your own business.
Get help with your application
Your very own career expert that helps elevate your application to the next level.
What We’re Looking For
- People who enjoy working in a fast-paced, results-driven environment.
- Strong communicators with a confident and professional manner.
- Organised and proactive individuals who can manage their own time and pipeline.
- Full CeMAP and experience in sales preferable.
- Previous experience in mortgage sales or financial services is ideal but not essential.
If you’re a Broker who wants to take control of your career, income, and schedule – this is your opportunity.
Remote working/work at home options are available for this role.
“It took my CV and asked me questions relevant to understanding what kind of jobs to suggest for me. Suggestions were almost perfect. Jobs were exactly what I’ve been looking for.”
Jessica, London
Skills