Mortgage Advisor, Wolverhampton

Independent Mortgage & Protection Consultant

Location: Wolverhampton & Surrounding Areas

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

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 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

• Industry-Leading Support

• 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

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 needed

• Access to office space & meeting rooms

Who We're Looking For

• CeMAP (or equivalent) qualified

• 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.