Mortgage Advisor, Salisbury

Self-Employed Mortgage & Protection Advisor

Location: Salisbury

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. 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

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 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

• Stronger Adviser Support

• 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

• Industry-Leading Support

• 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

Business Benefits

• 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

• 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, 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.