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Crystal Clear Financial Services

Mortgage & Protection adviser

United Kingdom
Β£30k/yr
Posted about 19 hours ago
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Mortgage & Protection Adviser | Fully Remote

πŸ“ UK Remote

πŸ’· 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

I’m in my final year doing Economics and I don’t 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) don’t need a masters. Let’s look at the ones you’d 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.

P

Graduate Consultant β€” 2026 Scheme

PwCΒ·London, UK
Β£35,000/yr

Why you're a good match

Strong

Your 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.

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It 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

You’ve 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.

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Strong

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.

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Strong

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

  • 🏑 Fully remote working
  • πŸ’· Β£30,000 basic salary
  • πŸ“ˆ Incremental bonus scheme with strong earning potential
  • 🎯 Company-provided leads
  • πŸ“‹ Dedicated administration support once Competent Adviser Status (CAS) has been achieved
  • πŸš€ Clear opportunities for progression and personal development
  • 🀝 Supportive and forward-thinking management team

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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.

#MortgageAndProtection #MortgageAdviser #ProtectionAdviser #CeMAP #FinancialServices #RemoteJobs #MortgageJobs #ProtectionJobs #CareerGrowth #Recruitment #CrystalClearFinancialServices

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Skills

Mortgage Advising
Protection Advising
Networking
Lead Generation
Relationship Building
Sales
Client Management
Social Media Engagement
Communication Skills
Self-Motivation

Location

United Kingdom

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