Self-Employed Mortgage Adviser
OTE: £120 - 150k+
Working Arrangements: Hybrid
Location: Llanover, Wales
About Our Client
Our client is an established, independent mortgage brokerage with over two decades of experience supporting clients across the UK. They are known for providing tailored mortgage and protection advice, with a strong focus on customer service and long-term client relationships.
The business operates with a personable and client-focused approach, where advisers work closely with customers throughout the entire mortgage journey. This emphasis on service suggests a team that values clear communication, trust, and consistency in delivery.
As a smaller, independent firm, employees benefit from a more hands-on environment, with exposure to a wide variety of cases including residential, buy-to-let, and new-build mortgages. This can provide a broad and practical learning experience for individuals looking to deepen their expertise.
The company avoids a high-pressure sales approach, instead prioritising quality advice and sustainable client relationships something that shapes both how the team operates and how success is measured.
Overall, our client offers the opportunity to be part of an experienced brokerage where professionalism, client care, and industry knowledge are central to the way the business operates.
Salary & Benefits:
- ALL leads provided – consistently high volume with more enquiries than the team can currently handle
- Premium lead sources, including a strong pipeline from new build developer partnerships
- Competitive commission structure:
- 60/40 split on company-provided mortgage leads
- 50/50 split on protection business
- High-volume opportunity – circa 30 leads generated over the weekend, shared across a small team (approx. 15 leads available from Monday)
- Outstanding earning potential with no ceiling for top performers
- Hybrid working model offering flexibility and autonomy
- Full end-to-end administrative support, allowing you to focus on advising and maximising conversions
- Supportive, collaborative team culture with a genuine emphasis on flexibility and work-life balance
- Client retention model – build and manage your own client bank for future remortgages and repeat business while remaining with the firm
Working Arrangements:
- Flexible hybrid setup – typically one day per week in the office, with options for less frequent visits or fully remote working depending on location
- Standard hours: 9:00am – 5:30pm, aligned with new build developer schedules, with flexibility where needed
- Weekend rota (1 in 4) – a key time for lead generation, with time off in lieu provided during the week
Desired Experience:
- Excellent communication and organisational skills
- Proactive, driven, and client-focused, with the ability to manage multiple responsibilities
- Minimum 18 months’ experience as a mortgage adviser
- CAS – Competent Adviser Status
- Fully CeMAP qualified or equivalent
- Excellent communication and customer service skills
- Proactive, organised, and commercially aware
Responsibilities & Duties:
- Advise clients on mortgages and protection products
- Manage cases from enquiry through to completion
- Work with company-provided and self-generated leads
- Liaise with lenders, insurers, and clients to ensure smooth case progression (supported by admin team)
- Ensure all advice is compliant with FCA regulations
- Keep up to date with mortgage products, regulations, and market trends
- Maintain strong client and introducer relationships
By applying for this position, you agree for your data to be stored by Swarm Recruitment until notice is given by you for it to be removed. Your data will only be used for the purposes intended. Our Data Protection Policy will be forwarded to you if requested.
Job Types: Full-time, Permanent
Pay: £120,000.00-£150,000.00 per year
Application question(s):
- Do you currently hold Competent Adviser Status (CAS)?
Experience:
- mortgage advising : 1 year (required)
Work Location: Hybrid remote in Abergavenny NP7 9HA
