Trainee Mortgage Advisor

Day-to-day Tasks

  •  advise clients about home buying
  • find out about your client's finances
  • explain the different types of mortgage
  • explain about repayments and mortgage protection
  • offer different mortgage options for the client to choose from
  • sell other financial products like buildings or life insurance
  • help the customer complete the mortgage application
  • meet sales targets
  • deal with estate agents, valuers and mortgage lenders
  • keep up-to-date with new mortgage products and any changes in the law

 Skills and Knowledge

  •  customer service skills
  • maths knowledge
  • the ability to accept criticism and work well under pressure
  • to be thorough and pay attention to detail
  • ambition and a desire to succeed
  • the ability to use your initiative
  • analytical thinking skills
  • excellent verbal communication skills
  • to be able to use a computer and the main software packages competently

 Industry Qualifications

 As you progress in your finance career, consider pursuing additional education and professional certifications in mortgage advising. Qualifications like the Certificate in Mortgage Advice and Practice (CeMAP) can enhance your knowledge and reputation in the mortgage industry. Find out more here.

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