Mortgage adviser

Level

Advanced · like A-levels

Length

1 yr

typical

Sector

Legal, finance and accounting

Pay

Paid

you earn while training

In a nutshell

Giving clients advice on appropriate mortgages and related protection products such as life insurance or sickness and unemployment insurance.

Meet clients to understand their property and finance goals

Research and compare mortgage products from lenders

Assess customer affordability and credit position

Prepare and submit mortgage applications to lenders

Explain mortgage terms and protection options clearly

Keep accurate client records and meet FCA compliance requirements

Types of mortgage products and how they work

FCA regulation and responsible lending rules

Affordability assessment and credit analysis

The mortgage application and conveyancing process

Protection products relevant to mortgage customers

Customer service and professional communication skills

Ready to look for a place?

See live Mortgage adviser apprenticeship vacancies on the official government service.

A Careermash concept · apprenticeship standard from our careers engine · vacancies via gov.uk.