At a Glance
- Tasks: Help clients with mortgage advice while building your own client bank.
- Company: Join Doddle, a leading independent mortgage and protection firm.
- Benefits: Enjoy uncapped earnings, flexible remote work, and ongoing training.
- Other info: Receive 10+ qualified appointments weekly and continuous support to grow.
- Why this job: Turn your CeMAP qualification into a rewarding career with real client interactions.
- Qualifications: Must have CeMAP and strong sales skills; no prior experience needed.
Self-Employed | Remote UK-Wide | Qualified Appointments Provided | Full Onboarding and Sales Development
You've passed CeMAP. Now turn your qualification into a career. Doddle is looking for ambitious, newly qualified Advisers with a strong sales background who want the training, support and opportunity to build a successful career in mortgage advice. You don't need CAS status or years of broking experience. You do need CeMAP, strong sales ability, confidence speaking to clients and the ambition to build your own business and client bank.
A Genuine Route From CeMAP to Mortgage Adviser
Every new Adviser completes structured onboarding covering:
- Mortgage systems, sourcing and technology.
- The Doddle client journey.
- Compliance procedures.
- Diary and pipeline management.
- Client communication and relationship building.
- Sales, conversion and objection handling.
- Identifying mortgage and protection opportunities.
- Building long-term client relationships.
This bridges the gap between knowing the theory and becoming a confident working adviser.
Work With Real Clients - With Support Around You
Following onboarding, you'll move into a supported live month, putting your training into practice with genuine mortgage clients while receiving hands-on guidance. You'll learn our processes, develop your sales skills and build confidence with an experienced team.
We Provide the Client Opportunities
As you progress and become established, active Advisers receive a minimum of 10 pre-booked, qualified mortgage appointments per week, subject to agreed availability. These are not cold leads. Clients have actively requested an appointment with a Mortgage Specialist, booked directly into your calendar. There is no charge for Doddle-generated leads or appointments. This lets you focus on advising, sourcing and converting business rather than building a lead-generation operation.
Training Continues After Onboarding
You'll have ongoing access to specialist mortgage workshops, sales and conversion training, adviser development, coaching and support - all free of charge. We aim to help you develop towards the performance levels of our established Advisers.
Build Your Own Client Bank
Our aim is to help you build your own long-term portfolio of mortgage clients under the Doddle umbrella. Clients you advise become part of your ongoing client bank. We track future mortgage dates and remind you about product transfers, remortgages and repeat-business opportunities. You can also introduce your own clients and benefit from an enhanced commission split.
Commission and Earnings
This is a self-employed, commission-only opportunity with uncapped earning potential.
- Doddle-generated business: 40% commission
- Self-generated business: 70% commission
There is no lead cost on Doddle-generated business. Individual results vary by performance, conversion, availability and business written. Indicative earnings:
- Competent advisers: approximately £4,000 per month.
- Strong advisers: approximately £6,000 per month.
- Highest-performing advisers: approximately £10,000 - £12,000 per month.
These figures are illustrative, not guaranteed.
Work From Anywhere in the UK
This is a genuinely remote and flexible opportunity. There are no mandatory office days or fixed core working hours. You tell us when you're available and manage your own schedule. Greater availability for appointments means greater opportunity to develop your pipeline and earnings.
About Doddle
Doddle operates under Winstree Financial Services, an established, directly authorised and fully independent Mortgage and Protection firm with more than 25 years of industry experience. We provide whole-of-market mortgage advice throughout the UK, covering residential mortgages, remortgages, buy-to-let and protection, backed by lead-generation, administration, training and compliance support.
Who We're Looking For
You must:
- Hold full CeMAP or equivalent mortgage qualification.
- Have a strong sales background and/or mortgage or financial services experience.
- Have genuine commercial and sales ability.
- Be confident communicating with clients.
- Be motivated by performance and uncapped earning potential.
- Be organised, proactive and able to manage your own working day.
- Be willing to learn, accept coaching and continually develop.
- Be committed to professional and compliant advice.
Previous mortgage-broking experience and CAS status are not required. This role suits someone who has passed CeMAP but faces the classic problem: You need experience to get the job but you need the job to get the experience. We'll give the right person the opportunity to break that cycle.
You've Got The Qualification. We'll Help You Build The Adviser.
We'll provide:
- Structured onboarding.
- Intensive sales training.
- A supported month working with live clients.
- 10+ qualified appointments per week as you become established.
- No lead costs.
- Ongoing workshops and development.
- Administration and case-management support.
- Whole-of-market access.
- The opportunity to build your own long-term client bank.
- Uncapped earning potential.
You bring the CeMAP qualification, sales ability, work ethic and ambition. If you're ready to turn your qualification into a serious mortgage career, we'd like to hear from you.
Newly Qualified Mortgage and Protection Adviser in Essex employer: Doddle
Doddle is an exceptional employer for experienced Mortgage and Protection Advisers, offering the freedom of self-employment combined with a robust support system. With over 10 qualified appointments provided weekly, comprehensive onboarding, and ongoing training, you can focus on building meaningful client relationships while enjoying uncapped earning potential. The remote work flexibility allows you to manage your own schedule from anywhere in the UK, making it an ideal environment for personal and professional growth.
StudySmarter Expert Advice🤫
We think this is how you could land Newly Qualified Mortgage and Protection Adviser in Essex
✨Tip Number 1: Tap Into Professional Networks
The finance world loves a good connection, so jump into industry-specific groups on platforms like LinkedIn where you can find discussions on financial controlling. Engaging in these communities can expose you to hidden job leads that aren't openly advertised!
✨Tip Number 2: Attend Finance Events and Conferences
Make it a mission to attend finance-related events and conferences, even virtual ones! This is a golden opportunity to network face-to-face with people from companies like Doddle. You never know who might be your next boss or a crucial contact!
✨Tip Number 3: Showcase Your Expertise
Consider writing articles or sharing insights related to financial controlling or industry trends. Publish these on platforms like LinkedIn to establish yourself as a knowledgeable player in the field. This not only increases your visibility but also catches the attention of recruiters from Doddle.
✨Tip Number 4: Apply Directly on Company Websites
Since you're going for a full-time gig, don't forget to keep an eye on the careers page of companies you're interested in, like Doddle. Many companies prefer candidates who apply through their website as it shows genuine interest and makes your application stand out!
Some tips for your application 🫡
Show Off Your Numbers Game:In financial controlling, detail is everything! Make sure your CV showcases your proficiency with numbers—highlight any relevant experience in budgeting, forecasting, or working with financial software. Quantifying your past achievements will make you stand out, so don’t be shy about flaunting those impressive percentages or cost savings you've implemented.
Tailored Cover Letter is Key:Your cover letter is a chance to shine, especially for a full-time role. Use it to express your genuine interest in Doddle and the specific impact you hope to make in financial controlling. Mention any relevant qualifications or experiences that align with the company’s goals, and don’t forget to show that you're ready for a long-term commitment!
Certifications Matter:List relevant certifications such as ACCA or CIMA on your CV. These qualifications not only showcase your dedication to the field but also your technical competence in financial principles. If you have any ongoing training or courses, make sure to mention those as well to demonstrate your commitment to continual learning in financial controlling.
Don’t Overlook Soft Skills:While numbers are crucial, so are those soft skills! Financial controllers need strong communication and analytical reasoning abilities. We recommend embedding examples of these skills in your CV and cover letter, like how you’ve successfully delivered financial reports to stakeholders or collaborated with teams to improve processes. Let’s show Doddle how you can be a team player!
How to prepare for a job interview at Doddle
✨Brush Up on Technical Skills
Make sure you're comfortable with key financial concepts, especially around forecasting, budgeting, and variance analysis. Sometimes, interviewers may throw in technical questions or case studies, so practicing these types of scenarios will help you shine!
✨Showcase Your Financial Acumen
If you've had experience with specific financial software like SAP or Oracle, make it known! Be ready to discuss how you used these tools to improve processes or reporting, as this hands-on knowledge can really set you apart in a full-time role with Doddle.
✨Know Your Numbers
In full-time interviews, especially in financial controlling, be prepared for numerical reasoning tests or questions. Brush up on your mental maths and understand how to interpret and analyse financial statements on the spot, as this may come up during the assessment.
✨Connect with Company Goals
Familiarise yourself with Doddle's financial objectives and any recent developments. During the interview, try to weave your understanding of their business model and challenges into your answers—this shows your genuine interest and alignment with their goals!
