Mortgage Advisor, Stourbridge

Self-Employed Mortgage & Protection Advisor

Location: Stourbridge

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 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

Choosing a DA firm provides significant benefits for ambitious advisors:

• 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

• Stronger 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

• Industry-Leading Support

• 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

Business Benefits

• 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

• CeMAP (or equivalent) qualified

• 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.