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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 mortgage brokerage with a focus on advisor success.
- Benefits: Enjoy competitive earnings, flexible working, and full administrative support.
- Why this job: Step into a high-opportunity role with warm leads and the freedom of self-employment.
- Qualifications: Confident in mortgage advice with strong relationship-building skills.
- Other info: Access to office space, ongoing training, and marketing assistance.
The predicted salary is between 36000 - 60000 £ per year.
Location: Stourbridge
Company: The Finance Family
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 meet the increasing demand from introducers.
The Role
As a Self-Employed Mortgage & Protection Advisor, you'll handle a steady flow 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 otherwise. This role offers the independence of self-employment with the benefits of DA-level freedom, tailored support, and a partner agency providing regular 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 personalised advice without unnecessary bureaucracy
- More Competitive Earnings
- DA structures typically offer better commission splits, fewer fees, and more of your income retained
- 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
- Full administrative support (we handle lender communications, client updates, document uploads, and life insurance applications)
- More time for client advice and business development
- CPD monitoring, training, and ongoing support
- Social media and marketing assistance
- Whole-of-Market for Mortgages, Life Assurance, and Income Protection
- FCA fees covered
- Professional Indemnity Insurance covered
- Help with finding introducers and setting up agreements
- Opportunity to advance into Pension & Investment Advice
- Company leads and introducers available as long as needed
- Access to office space and meeting rooms
Who We're Looking For
- Confident and experienced in mortgage & protection advice
- A driven, proactive advisor thriving in a self-employed setting
- Excellent relationship-building skills, especially with estate agents and introducers
- Capable of managing your own business pipeline and schedule
Why Join Us Now?
With numerous new estate agency partnerships secured, there is a significant increase 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
Mortgage Advisor, Stourbridge employer: Thefinance Family
Contact Detail:
Thefinance Family Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Mortgage Advisor, Stourbridge
✨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 are 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 by The Finance Family. Plus, we’re all about supporting you in your journey to becoming a successful self-employed Mortgage Advisor.
We think you need these skills to ace Mortgage Advisor, Stourbridge
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 relationship-building skills and any relevant experience in mortgage and protection advice to catch our eye!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Share why you’re excited about joining The Finance Family and how your proactive approach can benefit our team. Keep it personal and engaging!
Showcase Your Independence: Since this role is self-employed, demonstrate your ability to manage your own business pipeline and schedule. Share examples of how you've thrived in a flexible work environment before.
Apply Through Our Website: We encourage you to apply directly through our website for a smoother process. It helps us keep track of your application and ensures you don’t miss out on any important updates!
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 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.
✨Demonstrate Your Independence
As a self-employed advisor, you'll need to manage your own schedule and pipeline. Be ready to talk about how you organise your time and prioritise tasks. Mention any tools or strategies you use to stay on top of your workload, as this will reassure them of your ability to thrive in a flexible environment.
✨Ask Insightful Questions
Prepare some thoughtful questions about the company and its operations. Inquire about their support structures for advisors or how they handle compliance. This shows that you're not just interested in the role, but also in how you can contribute to the company's success.