Location: Salisbury
Company: The Finance Family
About Us
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.
The Role
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.
Why Being Directly Authorised Matters for You
* 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
Our Self-Employed Proposition
* 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
Who We’re Looking For
* 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
Why Join Us Now?
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.
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
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