Chartered Self-Employed Mortgage & Protection Adviser (Hybrid)

Cosgrove Brown Financial Planning Limited; Swansea; Hybrid; GBP 40,000 - 70,000; Full time

Job summary

A respected financial planning firm is expanding and looking for an experienced Self-Employed Mortgage & Protection Adviser in Swansea. The role requires delivering high-quality mortgage advice, managing a client bank, and providing commercial insights. Successful candidates will have strong experience as a mortgage adviser with valid qualifications. The position offers flexibility and backing from a reputable firm, which includes administrative support and access to technology for improved compliance.

Qualifications

• Experience as a regulated mortgage adviser.
• Ability to handle complex clients, including self-employed and HNW.
• Self-motivated with strong organisational skills.

Responsibilities

• Deliver mortgage and protection advice compliant with FCA standards.
• Manage the full mortgage journey from consultation to completion.
• Develop new business from various lead sources.

Skills

Complex case handling

Client base retention

Business development

Technical mortgage knowledge

Education

CeMAP (Level 3) or FCA-approved equivalent

Advanced mortgage or financial planning qualifications

Job description

A respected financial planning firm is expanding and looking for an experienced Self-Employed Mortgage & Protection Adviser in Swansea. The role requires delivering high-quality mortgage advice, managing a client bank, and providing commercial insights. Successful candidates will have strong experience as a mortgage adviser with valid qualifications. The position offers flexibility and backing from a reputable firm, which includes administrative support and access to technology for improved compliance.