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- Tasks: Manage a pipeline of warm leads and provide mortgage and protection advice.
- Company: The Finance Family, a Directly Authorised mortgage brokerage with a focus on advisor success.
- Benefits: Enjoy flexible working, competitive earnings, and comprehensive support.
- Why this job: Join a high-opportunity environment with autonomy and the chance to make a real impact.
- Qualifications: Experience in mortgage and protection advice, with strong relationship-building skills.
- Other info: Access to office space, marketing support, and opportunities for career advancement.
The predicted salary is between 36000 - 60000 £ per year.
Company: The Finance Family
Status: Self-Employed Position – Driven by Growth from New Estate Agency Partnership.
About Us: The Finance Family is a Directly Authorised (DA) mortgage and protection brokerage serving clients nationwide. Due to the successful integration 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 will manage a robust pipeline of warm leads from one of our dependable estate agencies seeking a trustworthy advisor to collaborate with their sales teams. You will work from the office a few times weekly, but outside of that, you have the flexibility to work remotely at your convenience. This role offers the independence of self-employment with the benefits of DA-level autonomy, 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 typically lead to better commission splits, fewer fees, and more retained income.
- 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 administration support (we handle lender communications, client updates, document uploads, and life insurance applications).
- More time for client advice and business development.
- 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 motivated, proactive advisor who thrives in a self-employed setting.
- Strong relationship-builder, particularly 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 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 autonomy.
Mortgage Advisor, Wolverhampton employer: Thefinance Family
Contact Detail:
Thefinance Family Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Mortgage Advisor, Wolverhampton
✨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 exactly what you need as 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 gather potential clients who are interested in your services.
✨Tip Number 3
Leverage social media! Use platforms like LinkedIn to share valuable content related to mortgages and protection advice. Engaging posts can attract attention and help you connect with potential clients and introducers.
✨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. Plus, we’re here to support you every step of the way!
We think you need these skills to ace Mortgage Advisor, Wolverhampton
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 our values at The Finance Family. This shows us you’re genuinely interested!
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 why you’d be a great fit for the team!
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
As a Mortgage Advisor, building relationships is key. Prepare examples of how you've successfully collaborated with estate agents or clients in the past. Highlight your ability to manage a pipeline and maintain strong connections, as this will resonate well with the interviewers.
✨Emphasise Your Independence
Since this role offers self-employment, be ready to discuss how you thrive in an independent setting. Share experiences where you've managed your own schedule and pipeline effectively, demonstrating your proactive nature and ability to work autonomously.
✨Ask Insightful Questions
Prepare thoughtful questions about the company and its partnerships. Inquire about their support structures for advisors and how they help you succeed. This shows your genuine interest in the role and helps you assess if it's the right fit for you.