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🌟Account Manager 📍Location: Gorseinon, Swansea (Hybrid – 2 days on-site, 3 days remote) 💷Salary: Up to £35,000 per annum + Bonus Scheme About the Company A well-established digital agency delivering innovative websites, systems and digital solutions for clients across education, broadcast and corporate sectors. The business combines creative thinking with technical expertise to help organisations engage audiences and achieve measurable results. 🔍Role Overview We are seeking a proactive and commercially aware Account Manager to take ownership of a portfolio of customers, many of whom have had bespoke websites developed for them. You will act as the primary point of contact, ensuring clients are well supported, relationships are strengthened and opportunities for growth are identified. This is a hands-on, client-facing role suited to someone who enjoys building long-term partnerships and spotting commercial opportunities. ⚙️Key Responsibilities • Manage and develop a portfolio of customer accounts., • Proactively account manage clients with existing website and digital solutions., • Respond to and resolve client queries efficiently and professionally., • Analyse helpdesk tickets to identify trends, recurring issues and improvement opportunities., • Support renewals and retention activity., • Prepare and issue quotes for additional work or services., • Provide clients with regular web analytics insights and performance updates., • Identify and support upselling opportunities., • Contribute to BID processes and proposals for new or expanded services., • Work closely with internal technical and delivery teams to ensure high service standards. 🔧Skills & Experience Essential: • Previous experience in account management, client services or customer success., • Strong communication and relationship-building skills., • Highly organised with the ability to manage multiple clients simultaneously., • Comfortable analysing data and translating insights into clear client updates., • Experience within a digital agency, consultancy or technology-led environment., • Welsh speaking ability (highly desirable)., • Familiarity with web analytics platforms and CRM systems. ✅What’s on Offer • Salary up to £35,000., • Performance based bonus scheme., • Hybrid working (2 days on-site in Gorseinon, 3 days remote)., • Supportive and collaborative team culture., • Opportunity to work with a diverse portfolio of digital clients.

Self-Employed Mortgage Advisor / Life & Protection Financial Adviser 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 you’ve also worked in the following roles, we’d 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 • Unearned guarantee recoverable from month 7 Equity: • Equity participation available • Initial and performance-based share awards • Governed by a separate shareholder agreement LOCATION: Hybrid Working – Swansea and surrounding areas 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, • Long-term value through equity participation DUTIES 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, • Business Development: Develop self-generated business alongside introduced leads CANDIDATE REQUIREMENTS • 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, • Professional, client-focused communication skills BENEFITS • 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, • Opportunity for equity participation and long-term value creation HOW TO APPLY To be considered for this job vacancy, please submit your CV to our Recruitment Team who will review your details. CV’s 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. AWD online operates as an employment agency. awd online | AWD-IN-SPJ

Self-Employed Mortgage Advisor / Life & Protection Financial Adviser 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 Unearned guarantee recoverable from month 7 Equity: Equity participation available Initial and performance-based share awards Governed by a separate shareholder agreement LOCATION: Hybrid Working Swansea and surrounding areas 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 Long-term value through equity participation DUTIES 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 Business Development: Develop self-generated business alongside introduced leads CANDIDATE REQUIREMENTS 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 Professional, client-focused communication skills BENEFITS 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 Opportunity for equity participation and long-term value creation HOW TO APPLY 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. AWD online operates as an employment agency. AWD-IN-SPJ TPBN1_UKTJ

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