Mortgage Advisor, Worcester

Self-Employed Mortgage & Protection Advisor

Location: Worcester & Surrounding Towns

Company: The Finance Family

Status: Self-Employed Role – Due to Growth Driven by New Estate Agency Partnership.

About Us

The Finance Family is a Directly Authorised (DA) mortgage and protection brokerage serving clients nationwide. With the onboarding 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 handle a strong pipeline of warm leads from one of our trusted estate agencies, seeking a reliable advisor to collaborate with their sales teams. You will work from the office a few times a week, but outside of that, you have the freedom to work remotely at your convenience. 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 offers significant 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 mean better commission splits, fewer fees, and more of your income retained by you

• Stronger Adviser Support

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

• Our DA status allows us to build support structures tailored around advisor success

Our Self-Employed Proposition

• Industry-Leading Support

• Full administration support (we chase lenders, update clients, upload documentation, and submit life insurance apps)

• More time for client advice and business generation

• 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 progress 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

• Confidence and experience in mortgage & protection advice

• A driven, proactive advisor who thrives in a self-employed environment

• Strong relationship-builder, especially with estate agents and introducers

• Capable of managing your own business pipeline & diary

Why Join Us Now?

With multiple new estate agency partnerships secured, there is a surge in client demand. Joining us now means stepping into a high-opportunity environment, supported by a Directly Authorised firm focused on advisor success and autonomy.