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For Companies At a Glance
- Tasks: Provide expert mortgage and protection advice to clients with warm leads.
- Company: The Finance Family, a dynamic mortgage brokerage with a focus on advisor success.
- Benefits: Enjoy autonomy, competitive earnings, and full admin support while working flexibly.
- Why this job: Join a growing team and make a real impact in a high-demand market.
- Qualifications: Experience in mortgage advice and strong relationship-building skills required.
- Other info: Opportunity for career advancement into Pension & Investment Advice.
The predicted salary is between 36000 - 60000 £ per year.
Location: Sheffield
Company: The Finance Family
Status: Self-Employed Position – Due to Growth from New Estate Agency Partnership.
About Us
The Finance Family is a Directly Authorised (DA) mortgage and protection brokerage serving clients nationwide. With the successful addition of several new estate agency partners, we are expanding our team to accommodate the increasing demand from introducers.
The Role
As a Self-Employed Mortgage & Protection Advisor, you will work with a robust pipeline of warm leads from one of our trusted estate agencies 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 at your convenience. This position offers the independence of self‑employment, along with the benefits of DA‑level freedom, personalised 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 provide faster, more personalised advice without unnecessary bureaucracy.
- More Competitive Earnings: DA structures typically offer better commission splits, fewer fees, and more retained income. Compliance support is direct and responsive—not routed through a large network. Our DA status allows us to develop support structures tailored to advisor success.
Our Self‑Employed Proposition
- Full administration support (we follow up with lenders, update clients, upload documentation, and submit life insurance applications).
- 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.
- 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 driven, proactive advisor who excels in a self‑employed environment.
- 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 secured, there is a surge in client demand. Joining us now means entering a high‑opportunity environment, supported by a Directly Authorised firm focused on advisor success and autonomy.
Mortgage Advisor, Sheffield employer: Thefinance Family
Contact Detail:
Thefinance Family Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Mortgage Advisor, Sheffield
✨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 a free workshop or webinar 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 from both clients and estate agents looking for a reliable advisor.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to get noticed and ensures your application lands directly in the right hands. Plus, we love seeing proactive candidates who take that extra step!
We think you need these skills to ace Mortgage Advisor, Sheffield
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 humour or a personal touch can make your application stand out.
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 jargon and fluff. Make it easy for us to see your skills and experience at a glance.
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 quick!
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 working closely with estate agents and clients, be prepared to discuss your experience in building relationships. Share specific examples of how you've successfully collaborated with others in the past, as this will highlight your suitability for the position.
✨Prepare Questions
Interviews are a two-way street! Prepare thoughtful questions about the company, its culture, and the support they offer to self-employed advisors. 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 schedule. Be ready to discuss how you plan to stay organised and motivated while working independently. Highlight any tools or strategies you use to keep track of your leads and client interactions.