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For Companies At a Glance
- Tasks: Provide expert mortgage and protection advice while managing client relationships.
- Company: Join McLean Financial Services, a supportive and flexible workplace.
- Benefits: Enjoy flexible working, dedicated admin support, and competitive bonuses.
- Why this job: Achieve your career goals in a friendly environment with real progression.
- Qualifications: CeMAP qualified or equivalent, with a passion for client outcomes.
- Other info: Open to UK residents seeking long-term growth in finance.
The predicted salary is between 36000 - 60000 £ per year.
Overview
Join McLean Financial Services – where advisors are supported to succeed. We’re looking for a motivated Mortgage & Protection Advisor to join our growing team at McLean Financial Services. Whether you prefer working from our city centre office or from home, we offer the flexibility and support you need to perform at your best.
Why join us?
- Flexible working – office-based, home-based, or a mix of both
- Dedicated admin support team so you can focus on advising and selling
- Full support to achieve Competent Advisor Status (CAS)
- Competitive bonus & commission structure unlocked once CAS is achieved
- Friendly, professional environment with genuine career progression
The role
- Providing expert mortgage and protection advice to clients
- Managing your own client relationships with full admin backing
- Working towards (or operating at) CAS with structured support and mentoring
Who we’re looking for
- CeMAP qualified (or equivalent)
- Passionate about delivering great client outcomes
- Ambitious, organised, and sales-focused
- Looking for long-term growth in a supportive firm
- Open to Banking Advisors who are wishing to make a transition into an advisor role.
If you want the freedom to work flexibly without sacrificing support, earnings, or progression, McLean Financial Services is the place for you. The role is open to UK residents with the right to work.
Mortgage and Protection Advisor employer: MCLEAN FINANCIAL SERVICES (Mortgages and Protection)
Contact Detail:
MCLEAN FINANCIAL SERVICES (Mortgages and Protection) Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Mortgage and Protection Advisor
✨Tip Number 1
Network like a pro! Reach out to your connections in the finance industry, attend local events, and join online forums. The more people you know, the better your chances of landing that Mortgage and Protection Advisor role.
✨Tip Number 2
Practice your pitch! You never know when an opportunity might pop up, so be ready to explain why you're the perfect fit for the job. Keep it concise, highlight your CeMAP qualification, and show off your passion for client outcomes.
✨Tip Number 3
Don’t shy away from social media! Use platforms like LinkedIn to showcase your expertise and connect with potential employers. Share relevant content and engage with others in the mortgage and protection space to get noticed.
✨Tip Number 4
Apply through our website! We love seeing candidates who take the initiative. Plus, it shows you're genuinely interested in joining McLean Financial Services. Make sure to highlight your ambition and sales focus in your application!
We think you need these skills to ace Mortgage and Protection Advisor
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Mortgage and Protection Advisor role. Highlight your CeMAP qualifications and any relevant experience that shows you're passionate about delivering great client outcomes.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to express your enthusiasm for the role and how your skills align with what we’re looking for. Don’t forget to mention why you’re excited about the flexibility and support we offer.
Showcase Your Client Relationship Skills: In your application, emphasise your ability to manage client relationships effectively. We want to see examples of how you've built rapport and delivered results in previous roles.
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It’s the best way for us to receive your application and get you on the path to joining our friendly team!
How to prepare for a job interview at MCLEAN FINANCIAL SERVICES (Mortgages and Protection)
✨Know Your Stuff
Make sure you brush up on your mortgage and protection knowledge. Understand the latest trends, products, and regulations in the industry. This will not only help you answer questions confidently but also show that you're genuinely passionate about delivering great client outcomes.
✨Showcase Your Client Relationship Skills
Since managing client relationships is key for this role, prepare examples of how you've successfully built and maintained relationships in the past. Think about specific situations where you went above and beyond for a client – this will demonstrate your commitment to great service.
✨Be Ready to Discuss Your Ambitions
McLean Financial Services is looking for someone ambitious and organised. Be prepared to talk about your career goals and how you see yourself growing within the company. This shows that you're not just looking for a job, but a long-term career path.
✨Ask Thoughtful Questions
Interviews are a two-way street! Prepare some insightful questions about the company culture, support systems, and career progression opportunities. This not only shows your interest in the role but also helps you determine if McLean Financial Services is the right fit for you.
