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For Companies At a Glance
- Tasks: Provide tailored financial advice and manage client cases from start to finish.
- Company: Join a modern advisory business with a strong national lead source.
- Benefits: Enjoy competitive commissions, monthly earnings guarantee, and equity participation.
- Why this job: Experience independence while benefiting from reliable leads and long-term growth.
- Qualifications: CeMAP qualification and experience in mortgage or financial advice required.
- Other info: Hybrid working model with excellent support and career development opportunities.
The predicted salary is between 36000 - 60000 £ per year.
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.
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 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 role is ideal for individuals who value autonomy, transparent earnings, and the opportunity to benefit from long-term business growth, including equity participation.
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 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.
Locations
Mortgage Advisor / Life & Protection Financial Adviser in Swansea, Wales employer: AWD online
Contact Detail:
AWD online Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Mortgage Advisor / Life & Protection Financial Adviser in Swansea, Wales
✨Tip Number 1
Network like a pro! Get out there and connect with other professionals in the financial services industry. Attend local events, join online forums, and don’t be shy about reaching out on LinkedIn. Building relationships can lead to referrals and opportunities that you won’t find on job boards.
✨Tip Number 2
Showcase your expertise! Create a personal brand by sharing your knowledge on social media or starting a blog. Post tips about mortgages and life insurance, and engage with your audience. This not only positions you as an expert but also attracts potential clients and employers.
✨Tip Number 3
Don’t just apply—follow up! After submitting your application through our website, drop a quick email or message to express your enthusiasm for the role. A little persistence can go a long way in making you stand out from the crowd.
✨Tip Number 4
Prepare for interviews like a champ! Research the company and its values, and be ready to discuss how your experience aligns with their needs. Practice common interview questions and have your own questions ready to show your interest. Confidence is key!
We think you need these skills to ace Mortgage Advisor / Life & Protection Financial Adviser in Swansea, Wales
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experiences that are relevant to the Mortgage Advisor / Life & Protection Financial Adviser role. Highlight your qualifications, like CeMAP, and any previous experience in financial services to catch our eye!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for this self-employed role. Share your passion for providing financial advice and how you can build strong client relationships.
Showcase Your Compliance Knowledge: Since compliance is key in our industry, make sure to mention your understanding of FCA regulations and how you've adhered to them in past roles. This will show us you're ready to hit the ground running!
Apply Through Our Website: We encourage you to apply directly through our website for a smoother application process. It helps us keep track of your application and ensures you don’t miss out on any important updates!
How to prepare for a job interview at AWD online
✨Know Your Stuff
Make sure you brush up on your knowledge of mortgage products, life insurance, and protection advice. Be ready to discuss specific cases you've handled in the past and how you navigated compliance issues. This shows you're not just familiar with the theory but have practical experience too.
✨Build Rapport
Since this role involves building strong relationships with clients and introducers, practice your communication skills. During the interview, engage with your interviewer as if they were a client. Ask questions about their needs and demonstrate your ability to listen and respond thoughtfully.
✨Showcase Your Independence
Highlight your self-employed experience and how it has prepared you for this role. Discuss how you manage your time, generate leads, and maintain compliance independently. This will reassure them that you can thrive in a self-employed advisory model.
✨Understand the Business Model
Familiarise yourself with the company's commission structure and lead sources. Be prepared to discuss how you would leverage these resources to grow your business. Showing that you understand their model will demonstrate your commitment and strategic thinking.
