Mortgage Advisor Apprenticeships
Gain essential skills and qualifications in this exciting and prestigious industry.
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A career as a mortgage advisor is a rewarding one, as you will be assisting people through one of the biggest changes in their lives: buying a new home.
The Certificate in Mortgage Advice and Practice (CeMAP) is the first essential step to becoming a mortgage advisor, giving you the confidence to explain complex issues with clarity and experience. The level 2 apprenticeship will not only allow you to achieve this qualification but will also give you a practical, in-depth understanding of the industry.
With the apprenticeship, you can progress onto the level 3 apprenticeship and gain a CII Certificate in Mortgage Advice, or the Certificate in Mortgage Advice and Practice (CeMAP) to further strengthen your skills.
For an insight into what a mortgage role involves, watch the webinar ‘How to Become a Mortgage Advisor’.
When studying level 2, you can take one of either:
- CII CF1 unit – UK financial services, regulations, and ethics
- London Institute of Banking and Finance CeMAP1 certificates depending on your career pathway.
For the level 3, you can choose one of either:
- CII CF6 (Mortgage Advice unit) certificate
- CeMAP 2 & 3 qualifications from the London Institute of Banking and Finance.
Responsibilities may include
- Liaising with customers, estate agents, and solicitors to progress applications
- Converting leads into sales prospects
- Building up a strong knowledge of the mortgage market and products
- Interacting with clients via email, telephone and ‘meet and greet’ duties
Employers you could work with
Examples of our employers who have offered this qualification include Hanley Economic Building Society and Skipton Building Society. Other examples of employers within the finance sector include Direct Line and NFU Mutual. Check out our current vacancies to see what’s available.
What are the entry requirements?
For Level 2 qualifications, many employers are looking for grades C or above in GCSE maths and English. The level 3 will require at least a year’s experience within the industry or sufficient knowledge of finance to adapt.
Support you will gain
Throughout the course, you’ll receive expert support from a tutor with industry experience, with monthly visits to your workplace and support over phone and email. You will also receive phone and email contact from us to ensure you are receiving the best support possible.
What can I do afterwards?
After completing your level 3 apprenticeship, you will be able to progress into a role as a mortgage advisor, mortgage broker, or mortgage paraplanner, and may be working at a bank, building society, or company. When completing this apprenticeship, you are able to develop by taking on further qualifications within financial services, or by stepping onto the Diploma in Mortgage Advice and Practice, where you could take on a role as a manager or supervisor.
Doing the CII qualification will enable me to further my career and will broaden my job prospects for the future. My trainer is very supportive and makes me feel confident that I will succeed.
Aside from all the administrative skills I picked up, I really feel like this apprenticeship has got me out of my shell. Before, I was very shy. At times, I even had trouble getting out of the house and going to the shop. But this apprenticeship has boosted my confidence massively after speaking to so many people over the phone including customers and insurers. I really feel like I can talk to anybody.
I’ve certainly gained a lot of confidence through the CII qualification, as well as a wealth of background knowledge. I’ve learned more in depth about what the financial industry is all about through the apprenticeship, and have built more avenues and opportunities for myself going forwards.