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Job Title


Mortgage Advisor / Life & Protection Financial Adviser


Company : AWD online


Location : Gorseinon, Wales


Created : 2026-03-19


Job Type : Full Time


Job Description

Self-Employed Mortgage Advisor / Life & Protection Financial AdviserTake the next step in your career now, scroll down to read the full role description and make your 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 AdviserREMUNERATIONSelf-Generated Business: 75% broker and procuration fees and 80% protection and GI commissionIntroduced Business: 55% across broker, procuration, protection, and GIMonthly membership fee: 99 (first 6 months free)Guarantee (Subject to Eligibility)3,000 per month for the first 6 monthsTop-up if earnings fall below the guaranteeUnearned guarantee recoverable from month 7Equity:Equity participation availableInitial and performance-based share awardsGoverned by a separate shareholder agreementLOCATION: Hybrid Working Swansea and surrounding areasJOB OVERVIEWWe 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 JOINSelf-employed, independent modelNational estate-agency lead sourceTransparent remunerationCompany compliance supportLong-term value through equity participationDUTIESYour 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 needsCase Management: Manage cases from initial enquiry through to completionClient Relationship Management: Build and maintain strong relationships with introducers and clientsCompliance Adherence: Operate in line with FCA, network, and appointed representative compliance standardsRecord Keeping: Maintain accurate and up-to-date CRM recordsBusiness Development: Develop self-generated business alongside introduced leadsCANDIDATE REQUIREMENTSCeMAP qualification or equivalentPrevious experience in mortgage, life, and protection adviceEligibility for FCA approval as a Registered IndividualStrong understanding of compliance and regulatory standardsComfortable operating within a self-employed advisory modelProfessional, client-focused communication skillsBENEFITSCompetitive commission structure on self-generated and introduced businessMonthly earnings guarantee for the first six months (subject to eligibility)Access to a national estate-agency lead sourceCompliance and administrative supportOpportunity for equity participation and long-term value creationHOW TO APPLYTo 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-C14388Self-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. xjdpvnf AWD online operates as an employment agency.AWD-IN-SPJ