Mortgage Advisor

In this role the apprentice mortgage adviser will learn to identify and satisfy customer mortgage requirements and associated protection needs, through fully compliant regulated meetings. The mortgage adviser also advises on related protection products including life assurance, critical illness, accident, sickness and unemployment, income protection and buildings and contents insurance.

Apprenticeship overview

The mortgage adviser also advises on related protection products including life assurance, critical illness, accident, sickness and unemployment, income protection and buildings and contents insurance.

Duration
12-18 Months

Qualification Type
Apprenticeship

Qualification Achieved
Level 3 Mortgage Advisor Apprenticeship Standard

Programme Delivery

Facilitated Workshops
E-learning
1-to-1 coaching
Collaborative learning
Shadowing
Mentoring

The Person:

You enjoy working with numbers.
You are great with people and enjoy working with customers.
You love a process and are meticulous in following them.
You enjoy fact finding.
You pride yourself in your honesty and integrity.

Responsibilities often include:

Identifying customer requirements.
Advising customers on a range of products.
Meeting with customers in a range of settings.
Researching mortgage markets.
Completing and submitting mortgage applications..

Typical Employers:

Mortgage brokers.
Banks.
building societies.

Key Skills for Mortgage Advisors:

Excellent communication skills.
Understanding of financial services.
Problem solving abilities.
Customer service skills.

Why MetaGedu Apprenticeships?

The knowledge, skills and behaviours you need to succeed

Custom-designed apprenticeships

Use what you learn immediately in the workplace

Personal attention and support for all apprentices

Career development and mentoring programme