Providing Mortgage Advice
This Advanced Level Apprenticeship is about helping people and companies decide how to understand the variety of mortgage products by providing mortgage advice. There are a number of mortgage products on the market and, with so many options out there, people need help to make an informed choice.
On the Apprenticeship, you’ll learn to advise on mortgages. You'll be meeting clients, staying up-to-date with financial markets, negotiating prices with providers of mortgage products and putting together financial plans based on your client discussions.
People work hard for their money, and deciding what to do with it can be daunting – so you’ll need a trustworthy manner and the ability to explain complex matters in simple terms.
A good head for figures does help, but being a people person is more important. Mortgage advisers often work in business environments – a professional manner and a smart appearance are crucial.
Job Roles
Last Updated: 12/04/2012