Role Summary
Mortgage Advisors help clients understand and choose suitable mortgage products based on their financial circumstances.
They assess applications, explain terms, and ensure compliance with regulatory standards. Apprentices gain knowledge of mortgage legislation, customer service, financial products, and risk management. The role requires integrity, attention to detail, and strong communication skills.
Ideal for those with an interest in finance and helping others make informed decisions, this apprenticeship provides a pathway into financial services and advisory roles.
Throughout this course, you will learn:
Financial Assessments
Product Knowledge
Regulatory Compliance
Customer Service
Application Process
Market Awareness
Analyse client income, spending, and credit history.
Recommend suitable mortgage and protection products.
Work within financial conduct and anti-money laundering laws.
Deliver clear and ethical advice tailored to each client.
Support clients through documentation and application stages.
Stay up to date with trends in property and finance.
Perfect for those pursuing a career in mortgage advice or financial services.