Course description
Mortgage Adviser Apprenticeship
Mortgage advice is given by a range of businesses direct to consumers via banks and building societies and independent brokers/advisers. The role of a Mortgage Adviser is to establish and fulfil customer mortgage requirements and provide information on related products in a regulated and compliant manner.
As a Mortgage Adviser you will work within the regulatory framework of financial services. Your role is to use exceptional communication skills to listen to clients, understand their needs and source mortgage products using your technical knowledge and expertise. The mortgage sector is a fast-paced sector that requires agility, resilience and the ability to build excellent relationships.
Through this programme, you will learn to develop your product knowledge within the context of your business and within the legal constraints of financial services. Understanding the market is a vital part of your learning and will help with the hands-on experience you gain.
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Upcoming start dates
Suitability - Who should attend?
Set by individual employers. You must be employed in a role relevant to this programme and be eligible to apply.
Outcome / Qualification etc.
What will you learn?
- Details on the financial services’ legal and regulatory framework
- Purpose and technical content of products
- The wider mortgage sector: customers, competitors and suppliers
- How to understand customers’ needs through effective fact-finding and questioning techniques
- How to identify, generate and develop relationships
- How to explore alternative solutions.
Skills and Behaviours
You develop the following:
- Quality Service Delivery
- Communication
- Governance
- Relationship Development
- Systems and Processes/Technical Ability
- Professionalism
- Adaptability
- Problem Solving
- Teamwork and Collaboration
Qualification achieved
- Mortgage Adviser Level 3 Apprenticeship
- Certificate in Mortgage Advice and Practice (CeMAP) (Institute of Financial Services).
Training Course Content
- Industry and Company Understanding
- Regulatory and Compliance
- Products
- Systems and Processes
- Customer Services
- Commercial Awareness
Course delivery details
As part of an apprenticeship programme a learner will dedicate 20% of their working time, approximately one day each week, towards developing Knowledge, Skills and Behaviours relevant to their role and the apprenticeship standard. BPP’s combined learning approach helps to embed knowledge by supporting the theory with real-life, working examples.
Our combined approach incorporates live webinar sessions, recorded online videos, evidencing the application of knowledge during a typical working day, independent study and research, shadowing colleagues, mentoring and technical training.
BPP will ensure there are opportunities to enhance knowledge, promote relationship building and networking opportunities with peers in other companies and industries. Learners will also have access to a Virtual Learning Environment (VLE) with qualification content, step-by-step support and additional learning resources.
Continuing Studies
- Further career progression through work experience
- Application to relevant professional or awarding body, with the following recognised status: ‘CeMAP’ or Institute of Financial Services (the professional body of IFS University College)
Typical Job roles
- Mortgage Adviser
- Mortgage Broker.