Winstree Financial Services
Mortgage Broker (Self-Employed / Remote / Commission Only)
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Mortgage Broker (Self-Employed / Remote / Commission Only)
Independent Mortgage & Protection Consultant 📈
Winstree Financial Services is an established firm of Independent Mortgage and Protection Consultants based in Colchester, Essex, serving clients across the UK. With over 25 years of industry experience, we specialise in helping individuals and businesses secure tailored mortgage and protection solutions—where results, service, and agility matter.
We’re expanding and looking for motivated, self-driven individuals who thrive on building relationships, executing deals, and potentially launching their own business. If you’re a natural communicator, result oriented, and ambitious? Read on.
This is an uncapped earning potential role on a commission-only basis—ideal for freelancers and self-starters looking for independence and financial growth.
The Role
Core Responsibilities
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Qualified appointments & consultations
- Handle pre-booked, qualified appointments generated in-house.
- Speak to clients who have explicitly requested calls with you—no cold outreach required.
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Expert mortgage & protection advice
- Provide detailed, client-centric consultations for a diverse range of needs:
- Residential mortgages
- Buy-to-let
- Remortgages
- Protection products (health insurance, life cover, critical illness, etc.)
- Provide detailed, client-centric consultations for a diverse range of needs:
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Full sales pipeline management
- Own the entire process: from initial consultation to mortgage completion.
- Secure long-term and short-term clients with personalised solutions.
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Expert recommendations
- Advise across up to 100+ lenders across the whole market—including those not offered through bigger broker networks.
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Compliance & administration
- Maintain FCA compliance and adhere to internal processes.
- Focus on client relationships while benefiting from admin and case management support.
What We Offer
Career & Financial Benefits
✅ Further growth opportunities – Build your own business while underpinned by a 25-year industry-leading brand.
✅ Whole-of-market access – Exclusive access to lenders unavailable to standard brokers.
✅ No experience? No problem – Full training and onboarding included for career changers or new entrants.
✅ Work when you want, sold what you want – Flexible, remote work with full autonomy.
📅 Focus on what matters – Receive pre-vetted call bookings directly into your schedule.
Get help with your application
Your very own career expert that helps elevate your application to the next level.
🎧 Immediate access – Call transfers, live client placement, and no admin burden.
🔒 Security & support – Diverse product suite, brand reputation, and backend support to handle formalities.
Requirements
Ideal Candidate
🔹 Thrives in a fast-paced, outcome-driven environment. 🔹 Strong communication skills with a confident and customer-focused approach. 🔹 Self-motivated, highly organised, and proactive—able to manage own time and pipeline. 🔹 Experience working under commission (adaptive to earnings based on performance). 🔹 Preferably holds or is CeMAP-qualified—though prior experience in mortgage advice is not essential.
💼 Perfect for:
- New brokers and financial services professionals.
- Career changers transitioning into a people-centric, high-reward career.
Why Join Us?
If you’re a broker, insurance advisor, or savvy individual looking to take control of your finances, schedule, and professional trajectory—this is it. Selective opportunities, upside with zero start-up hassle.
📤 Apply today—no experience required, just passion for mortgage protection, flexibility, and wage growth.
“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
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