Mortgage Advisor

Location:

Sheffield

Company:
The Finance Family

Status:
Self-Employed Position – Due to Growth from 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 accommodate the increasing demand from introducers.

As a Self-Employed Mortgage & Protection Advisor, you will work with a robust pipeline of warm leads from one of our trusted estate agencies seeking a dependable advisor to collaborate with their sales teams. You will work from the office a few times a week, with the flexibility to work remotely at your convenience. This position offers the independence of self‑employment, along with the benefits of DA‑level freedom, personalised support, and a partner agency providing consistent quality leads.

Choosing a DA firm provides significant benefits for ambitious advisors:

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

• Full administration support (we follow up with lenders, update clients, upload documentation, and submit 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 needed
• Access to office space & meeting rooms

• Confidence and experience in mortgage & protection advice
• A driven, proactive advisor who excels in a self‑employed environment
• Strong relationship‑builder, especially with estate agents and introducers
• Capable of managing your own business pipeline & schedule

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