Financial Services Advisor

1 day ago


Colchester, Essex, United Kingdom Winstree Financial Services Full time

Establish a successful career as a CEMAP Qualified Mortgage and Protection Broker with Winstree Financial Services, a premier provider of expert guidance on Mortgage and Protection solutions.

Role Overview

Leverage high-quality leads to deliver tailored advice to clients via telephone and face-to-face interactions. Engage in warm, pre-qualified leads to enhance your ability to focus on building relationships and closing deals.

Key Responsibilities:

  1. Deliver expert advice and tailored solutions to clients
  2. Engage in warm, pre-qualified leads
  3. Conduct additional fact-finding when required
  4. Provide online quotations and advice
  5. Proficient in telephone-based client interactions

We offer ongoing training & development and high-quality, pre-qualified leads. Enjoy the benefits of being part of a dynamic team with opportunities for advancement in the Financial Services sector.

The estimated salary for this role is £22,880 per year. The position requires you to be self-motivated and success-driven with a clear commitment to advancing within the Financial Services sector.



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