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.
- Other info: This is a self-employed, commission-only role with admin support to help you succeed.
- 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.
The predicted salary is between 36000 - 60000 £ per year.
More client opportunities.Less administration. A client bank you canbuild 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.
Our objective is to provide the opportunities, infrastructure and continued development needed to help you maximise your performance.
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:
- 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.
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.
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.
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Mortgage Broker (Self-Employed / Remote / Commission Only) in Colchester employer: Winstree Financial Services
As a self-employed Mortgage Broker with our company, you will enjoy the flexibility of remote work while earning commission on your successful client placements. We foster a supportive work culture that prioritises your professional growth, offering access to extensive resources and training to enhance your skills in the mortgage sector. Join us to be part of a dynamic team that values independence and rewards your hard work with competitive earnings potential.
Contact Details:
Winstree Financial Services Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Mortgage Broker (Self-Employed / Remote / Commission Only) in Colchester
✨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.
✨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.
✨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.
✨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) in Colchester
Some tips for your application 🫡
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
✨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.
✨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 company’s focus on results.
✨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.
✨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.
