Mortgage adviser (level 3)
Giving clients advice on appropriate mortgages and related protection products such as life insurance or sickness and unemployment insurance.
- Qualification level
Equivalent to A level.
- Typical duration
- 12 months
- Apprenticeship category
- Legal, finance and accounting
- Maximum funding
Maximum amount government will fund
for apprenticeship training.
- Also known as
- finance worker
- financial adviser
- financial consultant
- new homes developer
Skills an apprentice will learn
- The ability to elicit customer's needs through effective fact finding and questioning techniques and provides solutions thorough research and analysis. Can plan and prioritise workloads and deliver all required outputs to customers and colleagues; achieving all internal standards (e.g. service standards, accuracy, attention to detail, meeting required risk, regulatory and governance requirements).
- Has high quality written and verbal communication skills and is able to handle a range of situations and issues that arise. Has the ability to communicate effectively with customers, colleagues, professional contacts and third party product providers.
- An understanding of regulatory requirements by working compliantly, including data protection and treating customers fairly. Identify specific threats to the business and act appropriately in line with regulation and governance. E.g. ensuring that confidential information is only shared with the relevant people.
- The ability to identify, generate and develop relationships that support the role. E.g. professional contacts, new business opportunities through internal/external networking and customer referrals.
- Adheres to all relevant processes and procedures using technical ability and proficient IT skills to deliver positive outcomes for customers and the business, within the risk, regulatory and governance requirements.
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