At a Glance
- Tasks: Help clients secure mortgages and protection solutions while managing the sales process.
- Company: Join Winstree Financial Services, a trusted firm with 25 years of experience in the industry.
- Benefits: Enjoy remote work, flexible hours, full training, and uncapped earning potential.
- Why this job: Perfect for confident communicators who thrive in a results-driven environment and want career autonomy.
- Qualifications: Strong communication skills; CeMAP qualification preferred but not essential; experience in mortgage sales is a bonus.
- Other info: This is a self-employed, commission-only role with admin support to help you succeed.
The predicted salary is between 36000 - 60000 Β£ per year.
Mortgage Broker (Self-Employed / Remote / Commission Only)
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 β If so, this is the perfect fit.
This is an uncapped earning potential self-employed role, on a commission only basis.
Experience is a bonus, but not essential.
The Role:
- 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.
What We Offer:
- Access to the Whole of Market, even lenders that other Brokers can\βt use.
- Full training and onboarding β 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.
- No monthly fees.
What We\βre 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.
- CeMAP Qualified preferable but will consider if CEMAP 1 is held (or equivalent).
- Previous experience in mortgage sales or financial services is ideal but not essential.
If you\βre a Broker who wants to take control of your career, income, and schedule β this is your opportunity.
Mortgage Broker (Self-Employed / Remote / Commission Only) employer: Winstree Financial Services
Contact Detail:
Winstree Financial Services Recruiting Team
StudySmarter Expert Advice π€«
We think this is how you could land Mortgage Broker (Self-Employed / Remote / Commission Only)
β¨Tip Number 1
Network with other mortgage brokers and financial professionals. Attend industry events or join online forums to connect with potential mentors and peers who can provide insights and referrals.
β¨Tip Number 2
Familiarise yourself with the latest mortgage products and market trends. This knowledge will not only boost your confidence but also help you engage effectively with clients during consultations.
β¨Tip Number 3
Practice your communication skills regularly. Role-playing different client scenarios with friends or colleagues can enhance your ability to close deals and build strong relationships.
β¨Tip Number 4
Set up a professional online presence. Use platforms like LinkedIn to showcase your expertise, share relevant content, and connect with potential clients and industry professionals.
We think you need these skills to ace Mortgage Broker (Self-Employed / Remote / Commission Only)
Some tips for your application π«‘
Tailor Your CV: Make sure your CV highlights relevant experience in sales, communication, and any previous roles related to financial services or mortgage broking. Emphasise your ability to convert leads into business.
Craft a Compelling Cover Letter: Write a cover letter that showcases your motivation for applying to Winstree Financial Services. Mention your skills in building client relationships and your enthusiasm for working in a commission-only environment.
Highlight Relevant Qualifications: If you are CeMAP qualified or working towards it, make this clear in your application. If you have any other relevant qualifications or training, be sure to include them as well.
Showcase Your Communication Skills: Since strong communication is key for this role, consider including examples of how you've successfully communicated with clients or closed deals in the past. This can set you apart from other candidates.
How to prepare for a job interview at Winstree Financial Services
β¨Showcase Your Communication Skills
As a Mortgage Broker, strong communication is key. During the interview, demonstrate your ability to articulate ideas clearly and engage in meaningful conversations. Practice explaining complex mortgage concepts in simple terms to show you can connect with clients.
β¨Highlight Your Sales Experience
Even if you don't have direct experience in mortgage sales, emphasise any relevant sales experience you have. Discuss how you've successfully converted leads into business in previous roles, as this will resonate well with the hiring companyβs focus on results.
β¨Prepare for Scenario Questions
Expect scenario-based questions that assess your problem-solving skills and ability to handle client objections. Prepare examples from your past experiences where you successfully navigated challenges or closed difficult deals to illustrate your capabilities.
β¨Demonstrate Your Organisational Skills
Since this role requires managing your own time and pipeline, be ready to discuss how you stay organised and prioritise tasks. Share specific tools or methods you use to keep track of appointments and client follow-ups, showcasing your proactive approach.