Mortgage Advisor

Location:

Birmingham

Company:
The Finance Family

Status:
Self-Employed Position – Growth Driven by New Estate Agency Partnership

The Finance Family is a Directly Authorised (DA) mortgage and protection brokerage serving clients nationwide. With the successful addition of several new estate agency partners, we are expanding our team to meet the increasing demand from introducers.

As a Self-Employed Mortgage & Protection Advisor, you'll work with a steady stream of warm leads from a reliable estate agency seeking a dependable advisor to collaborate with their sales teams. You will work from the office a few times per week, but otherwise, you have the flexibility to work remotely as you choose. This role offers the independence of self-employment with the benefits of DA-level freedom, personalized support, and a partner agency providing regular quality leads.

Choosing a DA firm offers key benefits for ambitious advisors:

• Greater Autonomy & Flexibility
• No restrictive network rules, product limitations, or insurance panel constraints
• Ability to provide faster, more personalized advice without unnecessary bureaucracy
• More Competitive Earnings
• DA structures usually mean better commission splits, fewer fees, and more income retained
• Compliance support is direct and responsive—not routed through a large network
• Our DA status allows us to build support structures tailored for advisor success

• Full administration support (we handle lender follow-ups, client updates, documentation uploads, and life insurance applications)
• More time for client advice and business generation
• CPD monitoring, training & ongoing support
• Social media and marketing support
• Whole-of-Market for Mortgages, Life Assurance, and Income Protection
• FCA fees covered
• Professional Indemnity Insurance covered
• Assistance with finding introducers & setting up agreements
• Opportunity to advance into Pension & Investment Advice
• Company leads and introducers available as long as needed
• Access to office space & meeting rooms

• Confident and experienced in mortgage & protection advice
• A driven, proactive advisor who excels in a self-employed setting
• Strong relationship-builder, particularly with estate agents and introducers
• Capable of managing your own business pipeline & schedule

With multiple new estate agency partnerships secured, there is a significant increase in client demand. Joining us now means entering a high-opportunity environment, supported by a Directly Authorised firm focused on advisor success and autonomy.

Choosing a DA firm offers significant advantages for ambitious advisors:

• Greater Autonomy & Flexibility
• No restrictive network rules, product limitations, or insurance panel constraints
• Ability to deliver faster, more personalised advice without unnecessary bureaucracy
• More Competitive Earnings
• DA structures typically mean better commission splits, fewer fees, and more of your income kept by you
• Compliance support is direct and responsive—not routed through a large network
• Our DA status allows us to build support structures tailored around advisor success