Winstree Financial Services
Mortgage Broker (Self-Employed / Remote / Commission Only)

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More client opportunities. Less administration. A client bank you can build for the long term.
We are expanding and we’re looking for experienced, CeMAP-qualified Mortgage & Protection Advisers who want the freedom and earning potential of self-employment — without spending their working week generating leads or processing applications.
Our model lets brokers focus on what they’re best at:
- Speaking to clients.
- Advising.
- Sourcing.
- Converting business.
- Building relationships.
We provide the client opportunities, infrastructure, administration, training and ongoing support behind you.
10+ Qualified Mortgage Appointments Every Week
Active advisers receive a minimum of 10 pre-booked, qualified mortgage appointments per week, subject to agreed availability.
- These are not cold leads or lists of people for you to chase.
- Clients have actively contacted us requesting an appointment with a mortgage specialist.
- Their appointment is qualified and booked directly into your calendar for a specific date and time.
- There is no charge to you for Doddle-generated leads or appointments.
- You tell us when you’re available. The greater your availability, the greater the opportunity for us to fill your diary.
A Structured Broker Launch Programme
Even experienced advisers need time to learn a new firm’s systems, processes and sales model. Every adviser joining Doddle therefore goes through a structured onboarding and launch programme, including:
- Full onboarding across our systems, technology and processes.
- Training on the complete Doddle client journey.
- Intensive sales and conversion training.
- Supported introduction to live client appointments.
- A structured first month working with genuine mortgage opportunities.
- Hands-on support while becoming established.
Development doesn’t stop when onboarding finishes. Our advisers receive ongoing specialist workshops, sales development, coaching and support throughout their time with Doddle — all free of charge.
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.
Graduate Consultant — 2026 Scheme
Why you're a good match
StrongYour 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.
See breakdownIt 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.
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.
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.
You Advise. We Handle the Administration.
We have the option for our administration and case-management team to handle the back-office processing behind your cases, including:
- Obtaining required client documents.
- Processing and submitting applications.
- Case administration and progression.
- Supporting compliance.
- Ensuring files meet internal compliance requirements.
That means more of your working time can remain focused on client contact, sourcing, advice and generating business rather than paperwork.
Build Your Own Long-Term Client Bank
This isn’t about processing an endless stream of one-off Doddle cases. Our aim is to help you build your own valuable portfolio of clients under the Doddle umbrella. The clients you advise become part of your ongoing client bank, allowing you to develop long-term relationships and generate repeat and referral business. We track future mortgage dates and remind you when clients approach product transfers, remortgages and other repeat-business opportunities, helping you retain and look after them for years to come. You can also introduce your own clients and continue developing your own sources of business alongside the opportunities we provide.
Commission & Earnings
This is a self-employed, commission-only opportunity with uncapped earning potential.
- Doddle-generated business: 50% commission.
- We generate and provide the client opportunity at no lead cost to you.
- Self-generated business: 75% commission.
- Bring your own clients and retain 75% of the resulting income.
Individual earnings vary depending on performance, conversion, availability and business written. As an indication of performance currently achievable within our model:
- Competent performing advisers can generate approximately £4,000 per month.
- Strong advisers can generate approximately £6,000 per month.
- Our highest-performing advisers currently generate approximately £10,000–£12,000 per month.
These figures are illustrative rather than guaranteed and individual results will vary.


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Genuine Remote Flexibility
- Work from anywhere in the UK.
- There are no mandatory office days or fixed core working hours.
- You tell us your availability and manage your own working schedule.
- If you want to build a substantial full-time mortgage business, we’ll support you in doing so. If you choose to work more limited hours, that’s your decision too.
- Naturally, greater availability for client appointments creates greater opportunity to build your pipeline and earnings.
Who We’re Looking For
You must:
- Hold full CeMAP or an equivalent mortgage qualification.
- Have at least 12 months’ mortgage industry experience.
- Have strong sales and client-conversion ability.
- Be confident building client relationships.
- Be organised, self-motivated and commercially driven.
- Be comfortable managing your own diary and pipeline.
- Be committed to professional, compliant mortgage and protection advice.
CAS status is not required. We’re particularly interested in advisers who already know how to broker but want a better platform from which to build their business.
Your Clients. Your Relationships. Your Business. Our Infrastructure Behind You.
Self-employment should give you greater independence and earning potential. It shouldn’t mean spending half your week generating leads, chasing paperwork or being left entirely on your own.
You get:
- 10+ qualified appointments per week. No lead costs. Full onboarding and a supported launch. Ongoing sales training and specialist workshops. Full administration for £150 per month. 50% commission on Doddle-generated business. 75% commission on your own business. The opportunity to build and retain your own long-term client bank.
If you’re an experienced Mortgage & Protection Adviser looking for more opportunities, greater autonomy and the infrastructure to build a substantial long-term business, we’d like to hear from you.
“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