Mortgage Advisor​/Protection Financial Adviser; AWDO-C14388

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

• 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)

• £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

Hybrid Working – Swansea and surrounding areas

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.

• Self‑employed, independent model
• National estate‑agency lead source
• Transparent remuneration
• Company compliance support
• Long‑term value through equity participation

• 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

• 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

• 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

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
-C14388