Mortgage Advisor

Location:

Salisbury

Company:
The Finance Family

The Finance Family is a Directly Authorised (DA) mortgage and protection brokerage serving clients nationwide. We are expanding our team to accommodate the increased demand from newly onboarded estate agency partners.

As a Self-Employed Mortgage & Protection Advisor, you will handle a steady stream of leads from one of our trusted estate agencies, partnering with their sales teams. You will work from the office a few times a week, with the flexibility to work remotely as you choose. This role offers the independence of self-employment, DA-level freedom, personalized support, and a partner agency providing consistent quality leads.

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

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

• Confident and experienced in mortgage & protection advice
• A motivated, proactive advisor who thrives in a self‑employed setting
• Strong relationship‑builder, especially with estate agents and introducers
• Able to manage your own business pipeline & schedule

With several new estate agency partnerships in place, there's a significant increase in client demand. Joining us now offers a high‑opportunity environment, backed by a Directly Authorised firm dedicated to advisor success and autonomy.

• 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