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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?

First Line Manager
  •  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