Crystal Clear Financial Services
Mortgage & Protection adviser

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Mortgage & Protection Adviser | Fully Remote
π UK Remote
π· Β£30,000 Basic Salary + Incremental Bonus Scheme
Crystal Clear Financial Services is looking for an ambitious and entrepreneurial Mortgage & Protection Adviser to join our growing team. This opportunity is ideal for an adviser with at least 2 years' experience who is confident advising on both mortgage and protection products and, importantly, has the drive to build business within their local community.
This Is Not Just a Lead-Provided Role
Whilst qualified leads will be provided, we are looking for someone who can actively create additional opportunities through:
- Local networking and relationship building
- Referrals from existing clients
- Connections with estate agents, introducers, and local businesses
- Social media and community engagement
- Proactive lead generation activity within their local area
Reasons to use Rodeo
Iβm in my final year doing Economics and I donβt know whether to apply for grad schemes now or do a masters first. What do you think?
Honest answer β it depends on where you want to end up. A lot of top grad schemes (Big 4, civil service, banking) donβt need a masters. Letβs look at the ones youβd be competitive for now, and we can decide if a masters actually adds anything.
Also worth knowing: most autumn 2026 applications are open now. Timing matters more than you think.
Start with a chat, not a search bar
Grad scheme, placement, apprenticeship? Not sure what you want yet β that's fine. Your agent talks it through with you and turns "I have no idea" into a shortlist.
Graduate Consultant β 2026 Scheme
Why you're a good match
StrongYour economics background and your summer at a regional bank line up with what PwC looks for on the consulting scheme. Applications close in four weeks.
See breakdownIt searches the market for you
Every day your agent scans the market matching roles against what actually matters to you, not just keywords on a CV.
Why you're a good match
Youβve got the grades and the economics background, and your bank internship is exactly the experience this scheme looks for. Apply soon β deadlines close within the month.
Experience fit
Your summer at the bank plus your econometrics coursework map directly to the day-one responsibilities on this scheme β client modelling, market briefings, and deal support.
Only hits
No noise. No "maybe this fits." Just roles with a clear explanation of why they're right β and where to focus when applying.
We're looking for someone who understands that the most successful advisers don't simply wait for leads. They actively build their reputation, network, and client base to maximize their earning potential.
What You'll Need
- Minimum 2 years' experience as a Mortgage & Protection Adviser
- CeMAP qualified (or equivalent)
- Strong protection knowledge and sales capability
- Experience generating business through networking, referrals, and self-sourced leads
- Excellent communication and relationship-building skills
- Self-motivated and able to work successfully in a remote environment
- Ambitious with a genuine desire to grow and progress within a developing business
What's On Offer
- π‘ Fully remote working
- π· Β£30,000 basic salary
- π Incremental bonus scheme with strong earning potential
- π― Company-provided leads
- π Dedicated administration support once Competent Adviser Status (CAS) has been achieved
- π Clear opportunities for progression and personal development
- π€ Supportive and forward-thinking management team


Get help with your application
Your very own career expert that helps elevate your application to the next level.
If you're an ambitious Mortgage & Protection Adviser who enjoys building relationships, generating business, and wants to be part of a growing company where your career can develop, we'd love to hear from you.
Apply today or message us for a confidential conversation.
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βIt took my CV and asked me questions relevant to understanding what kind of jobs to suggest for me. Suggestions were almost perfect. Jobs were exactly what Iβve been looking for.β
Jessica, London
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