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For Companies At a Glance
- Tasks: Provide expert mortgage and protection advice while managing client relationships.
- Company: Winstree Financial Services, a respected firm with 25+ years of industry experience.
- Benefits: Uncapped earnings, flexible remote work, and full support to build your own business.
- Why this job: Take control of your career and income with significant earning potential.
- Qualifications: CeMAP qualified with mortgage sales experience and strong communication skills.
- Other info: Join an elite team and thrive in a fast-paced, results-driven environment.
The predicted salary is between 36000 - 60000 £ per year.
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 with a focus on service, speed, and results. We are now expanding and looking for ambitious, driven individuals to join an elite team of Brokers.
This opportunity is not for everyone. It is designed for people who want to work hard, perform at a high level, and be rewarded accordingly. If you are someone who thrives on building relationships, closing deals, and ultimately building your own successful brokerage business, this could be the perfect opportunity. This is a self-employed, commission-only role with uncapped earning potential for those prepared to perform.
The Opportunity
- Pre-booked, qualified appointments from our in-house lead generation team - clients who have already requested advice.
- Live call transfers straight to you from prospective clients.
- Access to the Whole of Market, including lenders unavailable to many other Brokers.
- Full training, onboarding, and ongoing support.
- Remote, flexible working with full autonomy over your schedule.
- The ability to build and grow your own client base and long-term business under an established and respected brand.
- Join a company with 25+ years of credibility and industry presence.
For the right person, this role offers significant earning potential and genuine career freedom.
The Role
As a Mortgage and Protection Broker, you will:
- Provide expert mortgage and protection advice to a wide range of clients.
- Manage the full client journey from initial consultation through to completion.
- Recommend solutions across residential, remortgage, buy-to-let, and protection products.
- Handle qualified appointments already booked into your calendar.
- Maintain strict FCA compliance and professional standards at all times.
- Build strong, long-term relationships with clients and referral partners.
What We're Looking For
- High-performing individuals who want to take their career to the next level.
- CeMAP Qualified.
- Ideally at least 12 months mortgage sales experience.
- Natural communicators who can build trust quickly.
- Motivated individuals who thrive in a fast-paced, results-driven environment.
- Organised professionals who can manage their own pipeline and workload.
- People who are serious about building a long-term career in financial services.
Most importantly, we are looking for people who want to succeed and are willing to put in the work to achieve it.
A Role for Top Performers!
This is an opportunity to take control of your income, career, and future. The support is here. The leads are here. The opportunity is here. Now, we are looking for the right people to take it.
Mortgage and Protection Broker (Self-Employed/Remote/Commission Only) in Chelmsford employer: Winstree Financial Services
Contact Detail:
Winstree Financial Services Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Mortgage and Protection Broker (Self-Employed/Remote/Commission Only) in Chelmsford
✨Tip Number 1
Network like a pro! Get out there and connect with people in the industry. Attend events, join online forums, and don’t be shy about reaching out to potential clients or mentors. Building relationships is key in this business!
✨Tip Number 2
Practice your pitch! You never know when you’ll get a chance to impress someone. Have a clear, concise explanation of what you do and how you can help clients. The more confident you are, the more likely you are to close those deals.
✨Tip Number 3
Leverage social media! Use platforms like LinkedIn to showcase your expertise and connect with potential clients. Share valuable content related to mortgages and protection to establish yourself as a go-to resource in the field.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to get noticed and show us you’re serious about joining our elite team. Plus, you’ll have access to all the resources we offer to help you succeed!
We think you need these skills to ace Mortgage and Protection Broker (Self-Employed/Remote/Commission Only) in Chelmsford
Some tips for your application 🫡
Show Your Passion: When writing your application, let your enthusiasm for the role shine through. We want to see that you’re genuinely excited about helping clients secure the right mortgage and protection solutions.
Tailor Your CV: Make sure your CV is tailored to highlight your relevant experience in mortgage sales and client management. We love seeing how your skills align with what we’re looking for, so don’t hold back!
Be Clear and Concise: Keep your application clear and to the point. We appreciate straightforward communication, so make sure you articulate your experience and qualifications without unnecessary fluff.
Apply Through Our Website: Don’t forget to apply through our website! It’s the best way for us to receive your application and ensures you’re considered for this exciting opportunity with Winstree Financial Services.
How to prepare for a job interview at Winstree Financial Services
✨Know Your Stuff
Make sure you brush up on your mortgage and protection knowledge. Understand the different products available and be ready to discuss how you can help clients find the right solutions. This shows you're serious about the role and can hit the ground running.
✨Showcase Your Communication Skills
As a Mortgage and Protection Broker, building relationships is key. Practice articulating your thoughts clearly and confidently. Prepare examples of how you've successfully built trust with clients in the past, as this will resonate well with the interviewers.
✨Demonstrate Your Drive
This role is all about ambition and results. Be prepared to share your personal goals and how you plan to achieve them. Highlight any previous experiences where you've gone above and beyond to close deals or exceed targets.
✨Ask Insightful Questions
Interviews are a two-way street. Prepare thoughtful questions about the company culture, support systems, and growth opportunities. This not only shows your interest but also helps you gauge if the company aligns with your career aspirations.