Crystal Clear Financial Services logo

Mortgage & Protection adviser

Crystal Clear Financial Services
Department:Finance
Type:REMOTE
Region:UK
Location:United Kingdom
Experience:Not specified
Salary:£30,000 - £30,000
Skills:
MORTGAGE ADVISINGPROTECTION PRODUCTSCEMAPSALES CAPABILITYNETWORKINGLEAD GENERATIONRELATIONSHIP BUILDINGCOMMUNICATION SKILLS
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Job Description

Posted on: September 19, 2026

Mortgage & Protection Adviser | Fully Remote

📍 UK Remote

💷 £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

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 maximise 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

💷 £30,000 basic salary

📈 Incremental bonus scheme with strong earning potential

🎯 Company-provided leads

📋 Dedicated administration support once Competent Adviser Status (CAS) has been achieved

🚀 Clear opportunities for progression and personal development

🤝 Supportive and forward-thinking management team


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

Originally posted on LinkedIn

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