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For Companies At a Glance
- Tasks: Provide expert mortgage and protection advice while managing your own client pipeline.
- Company: Join The Finance Family, a dynamic and supportive mortgage brokerage.
- Benefits: Enjoy flexible working, competitive earnings, and comprehensive support.
- Why this job: Seize the chance to thrive in a high-demand environment with autonomy.
- Qualifications: Experience in mortgage advice and strong relationship-building skills.
- Other info: Access to office space, marketing assistance, and opportunities for advancement.
The predicted salary is between 36000 - 60000 £ per year.
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
Mortgage Advisor, Salisbury employer: Thefinance Family
Contact Detail:
Thefinance Family Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Mortgage Advisor, Salisbury
✨Network Like a Pro
Get out there and meet people! Attend local events, join industry groups, and connect with estate agents. Building relationships can lead to referrals and opportunities that you won't find on job boards.
✨Show Off Your Expertise
Create a personal brand that showcases your knowledge in mortgages and protection. Share insights on social media or write articles. This not only positions you as an expert but also attracts potential clients and partners.
✨Leverage Our Resources
Don’t forget to check out our website for leads and support. We’ve got tools and resources designed to help you succeed as a self-employed advisor. Use them to your advantage!
✨Stay Organised and Proactive
Manage your pipeline like a boss! Keep track of your leads and follow up regularly. Being proactive shows potential clients that you’re dedicated and ready to help them with their mortgage needs.
We think you need these skills to ace Mortgage Advisor, Salisbury
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experience that match the Mortgage Advisor role. Highlight your confidence in mortgage and protection advice, and don’t forget to mention any strong relationships you've built with estate agents.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to express your motivation for joining The Finance Family and how you thrive in a self-employed setting. Show us why you're the perfect fit for our team!
Showcase Your Independence: Since this role offers the freedom of self-employment, make sure to highlight your ability to manage your own business pipeline and schedule. We want to see how you take initiative and drive your success!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the easiest way for us to receive your application and ensures you’re considered for this exciting opportunity with The Finance Family!
How to prepare for a job interview at Thefinance Family
✨Know Your Stuff
Make sure you brush up on your mortgage and protection knowledge. Understand the latest trends, products, and regulations in the industry. This will not only help you answer questions confidently but also show that you're genuinely interested in the role.
✨Showcase Your Relationship Skills
Since this role involves building relationships with estate agents and clients, be prepared to share examples of how you've successfully done this in the past. Highlight your communication skills and any strategies you've used to maintain strong professional connections.
✨Demonstrate Your Independence
As a self-employed advisor, you'll need to manage your own pipeline and schedule. Be ready to discuss how you plan your day, prioritise tasks, and stay motivated without direct supervision. This will reassure them that you can thrive in a flexible work environment.
✨Ask Insightful Questions
Prepare some thoughtful questions about the company and its DA status. Inquire about the support structures they have in place for advisors and how they help you succeed. This shows that you're serious about the opportunity and want to ensure it's the right fit for you.