Location: Salisbury
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 nationally. Following the successful onboarding of several new estate agency partners, we are expanding our team to meet growing client demand.
The Role:
As a Self-Employed Mortgage & Protection Advisor, you will work with a strong pipeline of warm leads from our newly onboarded estate agencies, internal sources, and our introducer network. This role gives you the independence of self-employment with the advantage of DA-level freedom and personalised support.
Why Being Directly Authorised Matters for You:
Choosing a DA firm offers significant advantages for ambitious advisors:
Greater Autonomy & Flexibility
No restrictive network rules, product limitations, or insurance panel constraints
Ability to deliver faster, more personalised advice without unnecessary bureaucracy
More Competitive Earnings
DA structures typically mean better commission splits, fewer fees, and more of your income kept 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-intermediary-Market for Mortgages, Life Assurance, and Income Protection
FCA fees paid
Professional Indemnity Insurance paid
Assistance with finding introducers & setting up agreements
Opportunity to progress into Pension & Investment Advice
Company leads and introducers available for as long as required
Use of 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.
How to Apply
Complete the form below and someone will be in touch ASAP!