At a Glance
- Tasks: Advise clients on mortgages and protection, managing your own pipeline with warm leads.
- Company: The Finance Family, a supportive and innovative mortgage brokerage.
- Benefits: Flexible working hours, competitive earnings, and full admin support.
- Other info: Opportunity for career progression and access to office space.
- Why this job: Join a growing team with high demand and enjoy the freedom of self-employment.
- Qualifications: CeMAP qualified with experience in mortgage and protection advice.
The predicted salary is between 72000 - 120000 £ per year.
Self-Employed Mortgage & Protection Advisor
Location: Liverpool (Knowledge Quarter)
Company: The Finance Family
Status: Self-Employed Role – Due to Growth Driven by New Estate Agency Partnership.
About Us
The Finance Family is a Directly Authorised (DA) mortgage and protection brokerage serving clients nationally. Following the successful onboarding of several new estate agency partners, we are expanding our team to meet growing client demand.
The Role
As a Self-Employed Mortgage & Protection Advisor, you will work with a strong pipeline of warm leads from one of our reliable estate agencies who are looking for a reliable advisor to partner with their sales teams, working from the office a few times per week - outside of this, you are fully remote to work where and when you want. This role gives you the independence of self-employment with the advantage of DA-level freedom, personalised support and a partner agency to supply regular quality leads to you.
Why Being Directly Authorised Matters for You
- 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.
- Stronger Adviser Support: Compliance support is direct and responsive—not routed through a large network.
Our Self-Employed Proposition
- Industry-Leading Support: Full administration support (we chase lenders, update clients, upload documentation, and submit life insurance apps).
- More time for client advice and business generation.
- CPD monitoring, training & ongoing support.
- Social media and marketing support.
Business Benefits
- Whole-of-Market for Mortgages, Life Assurance, and Income Protection.
- FCA fees paid.
- Professional Indemnity Insurance paid.
- Assistance with finding introducers & setting up agreements.
- Opportunity to progress into Pension & Investment Advice.
- Company leads and introducers available for as long as required.
- Use of office space & meeting rooms.
Who We’re Looking For
- CeMAP (or equivalent) qualified.
- Confidence and experience in mortgage & protection advice.
- A driven, proactive advisor who thrives in a self-employed environment.
- Strong relationship-builder, especially with estate agents and introducers.
- Capable of managing your own business pipeline & diary.
Why Join Us Now?
With multiple new estate agency partnerships secured, there is a surge in client demand. Joining us now means stepping into a high-opportunity environment, supported by a Directly Authorised firm focused on advisor success and autonomy.
How to Apply
For more information or a confidential conversation, please contact: Athina Morse.
Job Types: Full-time, Part-time, Freelance
Pay: Up to £120,000.00 per year
Benefits: Flexitime, On-site parking, Work from home
Licence/Certification: CeMAP Qualification (required)
Work Location: On the road
Mortgage Advisor in Liverpool employer: The Finance Family
The Finance Family is an exceptional employer for Mortgage Advisors, offering a unique blend of autonomy and support in the vibrant Knowledge Quarter of Liverpool. With a strong pipeline of warm leads from established estate agency partnerships, advisors can enjoy the flexibility of self-employment while benefiting from industry-leading administrative support and tailored training opportunities. This role not only promises competitive earnings but also fosters a collaborative work culture that prioritises advisor success and personal growth.
StudySmarter Expert Advice🤫
We think this is how you could land Mortgage Advisor in Liverpool
✨Network Like a Pro
Get out there and connect with estate agents and other professionals in the industry. Attend local events, join online forums, and don’t be shy about reaching out on social media. Building relationships can lead to referrals and warm leads, which is exactly what you need as a Mortgage Advisor.
✨Showcase Your Expertise
Create content that highlights your knowledge in mortgages and protection advice. Whether it’s through blog posts, videos, or social media updates, showing off your expertise can attract potential clients. Remember, we want to see you as the go-to advisor in your area!
✨Leverage Our Resources
Don’t forget to utilise the support and resources we offer at StudySmarter. From marketing materials to compliance assistance, we’ve got your back. Make sure you’re taking full advantage of everything available to you to streamline your process and focus on what you do best.
✨Stay Organised and Proactive
Keep your pipeline and diary well-managed. Use tools and apps to stay on top of your leads and appointments. Being proactive in following up with potential clients can make all the difference in landing that next big deal. We believe in your ability to thrive in this self-employed role!
We think you need these skills to ace Mortgage Advisor in Liverpool
Some tips for your application 🫡
Show Your Personality:When writing your application, let your personality shine through! We want to see who you are beyond your qualifications. A bit of flair can make your application stand out from the crowd.
Tailor Your Application:Make sure to tailor your application specifically for the Mortgage Advisor role. Highlight your relevant experience and skills that align with what we’re looking for. This shows us you’ve done your homework and are genuinely interested.
Be Clear and Concise:Keep your application clear and to the point. We appreciate well-structured applications that get straight to the heart of your experience and why you’d be a great fit for our team. Avoid fluff and focus on what matters!
Apply Through Our Website:Don’t forget to apply through our website! It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it’s super easy and straightforward!
How to prepare for a job interview at The Finance Family
✨Know Your Stuff
Make sure you brush up on your mortgage and protection knowledge. Understand the latest trends in the market and be ready to discuss how you can provide tailored advice to clients. This will show that you're not just qualified, but also passionate about what you do.
✨Build Rapport
Since this role involves working closely with estate agents, practice your relationship-building skills. Be prepared to share examples of how you've successfully collaborated with others in the past. A friendly, approachable attitude can go a long way in making a great impression.
✨Showcase Your Independence
As a self-employed advisor, it's crucial to demonstrate your ability to manage your own business pipeline. Prepare to discuss how you organise your time and handle client relationships. Highlight any previous experiences where you've thrived in a self-directed environment.
✨Ask Insightful Questions
Prepare some thoughtful questions about the company and its partnerships. This shows your genuine interest in the role and helps you understand how you can contribute to their success. Plus, it gives you a chance to assess if this is the right fit for you.
