Mortgage Advisor, Cannock

Self-Employed Mortgage & Protection Advisor

Location: Cannock

Company: The Finance Family

Status: Self-Employed Position – Growth Due to 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 increasing introducer demand. 

The Role

As a Self-Employed Mortgage & Protection Advisor, you will handle a strong 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 per week, while otherwise having the flexibility to work remotely as you prefer. This role offers the independence of self-employment with the benefits of DA-level freedom, personalized support, and a partner agency providing regular quality leads.

Why Being Directly Authorised Matters for You

Choosing a DA firm provides key benefits for ambitious advisors:

• Greater Autonomy & Flexibility

• No restrictive network rules, product limitations, or insurance panel constraints

• Ability to provide faster, more personalized advice without unnecessary bureaucracy

• More Competitive Earnings

• DA structures typically offer better commission splits, fewer fees, and more retained income

• Stronger Adviser Support

• Compliance support is direct and responsive—not routed through a large network

• Our DA status allows us to create support structures centered around advisor success

Our Self-Employed Proposition

• Industry-Leading Support

• Complete administrative support (we handle lender communications, 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 support

Business Benefits

• 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 long as needed

• Access to office space & meeting rooms

Who We're Looking For

• CeMAP (or equivalent) qualified

• Confident and experienced 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 numerous 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 dedicated to advisor success and autonomy.