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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 – 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’t use.
Full training and onboarding – 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.
What We’re 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.
Full CeMAP and experience in sales preferable
Previous experience in mortgage sales or financial services is ideal but not essential.
If you’re a Broker who wants to take control of your career, income, and schedule – this is your opportunity