Mortgage Advisor, Liverpool

Independent Mortgage & Protection Advisor

Company: The Finance Family

About Us

The Finance Family is a Directly Authorised (DA) mortgage and protection brokerage serving clients nationwide. Due to successful collaborations with new estate agency partners, we are growing our team to meet increased introducer demand.

The Role

As an Independent Mortgage & Protection Advisor, you will have access to a steady stream of warm leads from a trusted estate agency 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 as you choose. This role offers the autonomy of self‑employment with DA‑level freedom, tailored support, and a partner agency providing consistent quality leads.

Why Being Directly Authorised Matters for You

• Increased Autonomy & Flexibility
• No restrictive network rules, product limitations, or insurance panel constraints
• Ability to offer quicker, more personalised advice without unnecessary bureaucracy
• More Competitive Earnings
• DA structures usually mean better commission splits, fewer fees, and more income retained by you
• Enhanced Adviser Support
• Compliance support is direct and responsive—not routed through a large network
• Our DA status allows us to create support structures focused on advisor success

Our Self‑Employed Proposition

• Complete administrative support (lender follow‑ups, client updates, documentation uploads, and life insurance applications)
• More time for client advice and business development
• CPD monitoring, training & ongoing support
• Support for social media and marketing
• 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

Who We\’re Looking For

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

Why Join Us Now?

With several new estate agency partnerships established, there is a rise in client demand. Joining us now means entering a high‑opportunity environment, supported by a Directly Authorised firm dedicated to advisor success and independence.

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