Mortgage Advisor / Life & Protection Financial Adviser
1 day ago
Swansea
Self-Employed Mortgage Advisor / Life & Protection Financial Adviser Read all the information about this opportunity carefully, then use the application button below to send your CV and application. This is an excellent opportunity for a qualified financial services professional seeking a self-employed role with access to high-volume estate agency leads, transparent commission structures, and long-term growth potential within a modern advisory organisation. If youve also worked in the following roles, wed also like to hear from you: Mortgage Broker, Mortgage Consultant, Life & Protection Adviser, Financial Adviser REMUNERATION Self-Generated Business: 75% broker and procuration fees and 80% protection and GI commission Introduced Business: 55% across broker, procuration, protection, and GI Monthly membership fee: £99 (first 6 months free) Guarantee (Subject to Eligibility) • £3,000 per month for the first 6 months, • Top-up if earnings fall below the guarantee, • Equity participation available, • Initial and performance-based share awards JOB OVERVIEW We have a fantastic new job opportunity for a Self-Employed Mortgage Advisor / Life & Protection Financial Adviser to join a growing advisory business offering independence alongside a strong, national lead source. As a Self-Employed Mortgage Advisor / Life & Protection Financial Adviser, you will provide compliant mortgage, life, and protection advice, managing cases from initial enquiry through to completion while building strong introducer relationships. The Self-Employed Mortgage Advisor / Life & Protection Financial Adviser role is ideal for individuals who value autonomy, transparent earnings, and the opportunity to benefit from long-term business growth, including equity participation. Reliable, high-volume lead sources are normally exclusive to corporate PAYE models. This offers self-employed advisers a rare chance to enjoy the freedom of independence and ownership, while still benefiting from a proven, consistent lead flow. WHY JOIN • Self-employed, independent model, • National estate-agency lead source, • Transparent remuneration, • Company compliance support Your duties as the Self-Employed Mortgage Advisor / Life & Protection Financial Adviser include: • Providing Financial Advice: Deliver compliant mortgage, life, and protection recommendations tailored to client needs, • Case Management: Manage cases from initial enquiry through to completion, • Client Relationship Management: Build and maintain strong relationships with introducers and clients, • Compliance Adherence: Operate in line with FCA, network, and appointed representative compliance standards, • Record Keeping: Maintain accurate and up-to-date CRM records, • CeMAP qualification or equivalent, • Previous experience in mortgage, life, and protection advice, • Eligibility for FCA approval as a Registered Individual, • Strong understanding of compliance and regulatory standards, • Comfortable operating within a self-employed advisory model, • Competitive commission structure on self-generated and introduced business, • Monthly earnings guarantee for the first six months (subject to eligibility), • Access to a national estate-agency lead source, • Compliance and administrative support To be considered for this job vacancy, please submit your CV to our Recruitment Team who will review your details. CVs of Job Applicants meeting this requirement will be submitted to our Client for consideration. By submitting your job application to us you are hereby giving us your express consent to submit your details to our Client for this purpose. JOB REF: AWDO-C14388 Self-Employed Financial Services Jobs, Careers and Vacancies. Find a new job and work in Swansea, Wales. Multi-Job Board Advertising and CV Sourcing Recruitment Services provided by AWD online. AWD online specialise in sourcing candidates and advertising vacancies on multiple job boards for companies on a non-commission basis. xrnqpay AWD online operates as an employment agency. AWD-IN-SPJ