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For Companies At a Glance
- Tasks: Provide mortgage and protection advice while managing your own client pipeline.
- Company: The Finance Family, a Directly Authorised mortgage brokerage with a focus on advisor success.
- Benefits: Enjoy competitive earnings, full admin support, and flexible remote working.
- Why this job: Join a high-opportunity environment with warm leads and personalised support.
- Qualifications: Experience in mortgage advice and strong relationship-building skills required.
- Other info: Great career growth potential with ongoing training and marketing support.
The predicted salary is between 36000 - 60000 ÂŁ per year.
Location: Coventry & Surrounding Towns
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 introducer 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
- 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
Our Self‑Employed Proposition
- 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
- Whole‑of‑Market for Mortgages, Life Assurance, and Income Protection
- 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
- 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. Choosing a DA firm offers significant advantages for ambitious advisors.
Mortgage Advisor, Coventry employer: Thefinance Family
Contact Detail:
Thefinance Family Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Mortgage Advisor, Coventry
✨Tip Number 1
Network like a pro! Get out there and connect with estate agents and other professionals in the industry. Building relationships can lead to warm leads and referrals, which is gold for a Mortgage Advisor.
✨Tip Number 2
Show off your expertise! Consider hosting webinars or workshops on mortgage advice. This not only positions you as an expert but also helps you connect with potential clients who might need your services.
✨Tip Number 3
Leverage social media! Share valuable content related to mortgages and protection on platforms like LinkedIn. Engaging posts can attract attention and help you build a following of potential clients.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to get noticed and ensures you’re in the loop for all the latest opportunities we have at The Finance Family.
We think you need these skills to ace Mortgage Advisor, Coventry
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 customise your application for the Mortgage Advisor role. Highlight your experience in mortgage and protection advice, and how it aligns with what we’re looking for. This shows us you’ve done your homework!
Be Clear and Concise: Keep your application clear and to the point. We appreciate straightforward communication, so avoid fluff and get straight to the facts about your skills and experiences that make you a great fit for us.
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 to do!
How to prepare for a job interview at Thefinance Family
✨Know Your Stuff
Make sure you brush up on your mortgage and protection knowledge. Familiarise yourself with the latest trends, products, and regulations in the industry. This will not only boost your confidence but also show the interviewers that you're serious about the role.
✨Showcase Your Relationship Skills
Since this role involves building strong relationships with estate agents and clients, be ready to share examples of how you've successfully done this in the past. Think of specific situations where your relationship-building skills led to successful outcomes.
✨Prepare Questions
Interviews are a two-way street! Prepare thoughtful questions about the company’s culture, support structures, and how they help advisors succeed. This shows your genuine interest in the role and helps you assess if it's the right fit for you.
✨Demonstrate Your Independence
As a self-employed advisor, you'll need to manage your own pipeline and diary. Be prepared to discuss how you plan to stay organised and proactive in this role. Share any tools or strategies you use to keep track of leads and client interactions.