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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 fro... ZIPC1_UKTJ

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

Hours of work: 10:00am 6:30pm Monday Thursday, 9:30am 4:30pm Friday Website: Job Type: Permanent Salary: £25,000 with generous commission structure. Trainee Paraplanner Kickstart Your Career at Waddle Insurance Are you ready to start a career that grows with you? Do you thrive in a fast-paced environment and have the drive to learn, develop, and succeed through expert, ethical advice? Waddle Insurance is looking for ambitious individuals to join our Trainee Paraplanner programme, the first step on a rewarding journey toward becoming a fully qualified, high-performing Protection Adviser. Why Waddle? At Waddle, we dont just offer jobs, we offer careers. Our success is built on putting clients in demonstrably better positions through comprehensive, fully-advised solutions. Youll be supported every step of the way, benefiting from consistent, dedicated training and mentorship from senior leaders. Youll be part of a structured pathway designed to help you reach your full earning potential while upholding the highest standards of client care and regulatory compliance. Your Role - Trainee Paraplanner As a Trainee Paraplanner, you will be crucial to driving results and generating positive client outcomes for the advisory team. This will be achieved by: Being the first point of contact for inbound clients, qualifying their needs and actively helping them understand the value of a tailored protection review. Completing detailed fact-finds and gathering essential financial and medical information to build a robust case for the Protection Adviser. Confidently building rapport by professionally communicating and understanding client needs, overcoming queries, and tailoring your responses to secure next steps. Supporting Protection Advisers by providing accurate and fully-qualified client information, directly contributing to positive client outcomes and sales. Applying knowledge gained from our extensive training to gradually take on more responsibilities. Expertly managing internal CRM and external provider software to ensure maximum efficiency, accurate data recording, and effective workload management. You will also focus on personal growth, learning to manage your workload independently, consistently exceeding key performance indicators (KPIs), and developing the assertive professionalism and accountability expected at Waddle. Our Culture & Expectations At Waddle, our culture is built on positivity, teamwork, and ambition. As a Trainee Paraplanner, we expect you to: Bring a competitive, results-driven mindset with a clear focus on progressing into a high-earning role. Be confident, highly resilient, and eager to chase down and exceed targets. Take full ownership of your performance. Contribute to a supportive, high-performing, and ambitious sales team environment. Embrace feedback and use challenges as opportunities to grow. Demonstrate professionalism, maturity, and accountability in all you do. Training & Development We invest heavily in your development: Structured, milestone-driven training programmes. Practical, hands-on learning to prepare you for Adviser responsibilities. Regular coaching, feedback, and support to track your progress. Opportunities to shadow senior colleagues and prepare for promotion. Career Progression Our clear career pathway is designed to help you succeed: Trainee Paraplanner - Develop your skills and knowledge while supporting Protection Advisers. Protection Adviser - Progress after approximately 3 months with consistent performance and mastery of your role. Senior Protection Adviser & Beyond - Explore opportunities in Business Protection, Leadership, and advanced advisory roles. Your Success = Our Success Your performance directly impacts Waddles success, and we reward ambition: Competitive salary combined with a commission structure that is designed to reward high achievers who drive results. Clear targets and measurable growth opportunities. Supportive environment where initiative and accountability are recognised. Comprehensive training that integrates product knowledge with expert communication and consultative sales techniques. Regular one-to-one coaching and progress tracking. Transparent pathways for promotion and professional growth. A supportive, ambitious, and positive team culture. If you are motivated, career-driven, and ready to embrace a challenging and rewarding opportunity of putting clients in better financial positions, this is your chance to join Waddle Insurance and start your journey to becoming a future Protection Adviser. About Waddle Waddle is a fast-growing life and protection insurance company with over twelve years of experience in the industry. Renowned for our client-first approach and unique processes, weve built a strong reputation within the insurance sector for delivering a trusted, high-quality service. Our commitment to doing the right thing has earned industry-wide recognition, including Intermediary of the Year 2025, Outstanding Customer Outcome at Legal & Generals 2025 Business Awards, and Covers Excellence in Customer Service Award - achievements that reflect the expertise, professionalism, and values of our team. Over the past eight years, weve continued to expand, now proudly operating from two offices in the heart of the Uplands, Swansea, with a talented and ever-growing team of 50 professionals. At Waddle, we believe that our people are our greatest asset. Thats why we invest heavily in training and development from day one. Our comprehensive training programme begins as soon as you join and continues throughout your career with us. Youll have access to a mix of in-house and external learning opportunities, including the chance to gain professionally accredited qualifications such as CIPD, ILM, CeMAP, and R05. Our Culture Weve built a workplace culture thats collaborative, inclusive, and supportive, where every voice is heard, and every contribution matters. We take pride in maintaining a warm and friendly atmosphere, one that encourages both professional growth and personal wellbeing. Both of our offices are proudly dog friendly, our four-legged friends bring smiles to the team and help make every day a little brighter (you can even meet them on our website!). What to Expect When You Join Us Become part of a vibrant, collaborative team where ideas and creativity are encouraged across all departments. Receive one-to-one mentoring as you learn your role, with continuous training to keep your knowledge up to date. Enjoy an exciting career path, with clear opportunities to progress into senior roles. Contribute to live projects and make an impact from day one. Join a social and active workplace that genuinely cares about employee wellbeing. Why Work for Us At Waddle, we go beyond the standard perks, we focus on making work enjoyable, rewarding, and meaningful. Heres what you can look forward to: Staff Away Days - Our legendary team days are a highlight of the year! We split into two teams and take on fun challenges like paintballing, zorb football, and hiking up Pen Y Fan. Dog-Friendly Offices - A variety of office pups brighten our days and keep morale high. Regular Home-Cooked Meals - From summer BBQs to homemade curries and baking sessions, we love great food and good company. Comprehensive Training & Development - All training is fully funded by Waddle, supporting your growth both within and beyond the company. TPBN1_UKTJ

Your new company Due to continued growth, an excellent opportunity has arisen for a Financial Adviser within a well-established, progressive and independently-owned financial advisory company. The company has grown year-on-year in the last 5 years and is continuing this growth through a combination

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