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. We're seeking to onboard at least two new advisors before the new year.

 

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-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 intouch ASAP!