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Financial Services Apprenticeship

Mortgage Adviser Level 3

Due to changes in recent legislation, including the ‘Mortgage Market Review,’ the role of the Mortgage Adviser has become more technical. With increased regulatory requirements, there is an increase in demand for qualified practitioners in this sector. Businesses can get ahead of the curve by upskilling their staff to the industry standard.

This Mortgage Adviser Level 3 apprenticeship gives learners the ability to develop an understanding of their business, whilst also learning up to date practices, regulation, and legislation. Learners will gain essential skills and qualifications to support first time and experienced home buyers in a compliant and knowledgeable manner.

At a glance

Relevant to

Individuals looking to start a career in mortgage advising or financial services

Entry requirements

Maths and English level 2 and working in a relevant role

Apprenticeship

Type

Apprenticeship

Standard

Mortgage Adviser Level 3 (CII)

Level 3

Level

Level 3

Format/Modality

Blended learning delivery

Duration

15 months + 3 month EPA

England

Geography

England

Cost

£9,000, Levy funded

Contextualisation available

Yes

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Programme outcomes

For employers

On completion of this apprenticeship, mortgage professionals will be compliant, qualified, and accredited to offer advice to the customer directly. This allows businesses to offer a tailored service to their customers, develop new clients and create a competitive advantage. The Mortgage adviser will be able to give customer insight on other products needed for an insurance, creating a pipeline for referrals within the business.

For learners

The skills and knowledge gained on this apprenticeship allows learners to become a qualified and accredited Mortgage Adviser. You will be able to identify and satisfy customer mortgage requirements and associated protection needs, through fully compliant and regulated meetings. In addition, you will be able to give advice on the appropriate mortgage products, such as life assurance, critical illness, and income protection.

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Learning topics

Learning journey overview

Building on your existing skills and experience, during this apprenticeship you will:

  • Financial services
  • Customer requirements

  • The property buying process
  • Role of a Mortgage Adviser

  • Mortgage products
  • Protection products
  • Repaying mortgages

  • CII Certificate includes two exams: UK Financial Services Regulation and Ethics and Mortgage Advice
  • Video-recorded scenario role play
  • Submission of portfolio
  • Professional discussion

Programme features

  • Immersive workshops and sessions
  • Evidence workplace tasks to prove skills and behaviour
  • Regular development meetings with expert Coach or Trainer
  • Maths and English Level 2 (if not already obtained)
Want more information? Download the programme overview here Download

Tutor testimonial

What our experts have to say

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I really enjoy getting to know the learners and it is amazing seeing them develop their knowledge and skills with my support. Prior to joining Babington, I worked in insurance and more recently in the financial sector specialising in mortgages

Belinda Allen

Skills Coach

Excellence in numbers

Delivering meaningful outcomes

Trust your professional development to the experts. We're proud to help upskill thousands of professionals every year and support businesses in building the talent pipelines of tomorrow.

100%

100% of our Mortgage Adviser Level 3 apprentices passed their EPA for academic year 2020/21

91%

Babington received a 91% 'positive destination' rate across apprentices in academic year 2020/21

79.5%

Our Mortgage Adviser Level 3 programme received a CSAT score of 79.5% during academic year 2020/21

Why choose Babington?

Supercharge your financial services career

  • Enriched and interactive learning resources
  • Develop professional excellence and personal confidence and capability
  • Option to complete the insurance specialism route
  • Benefit from 1:1 coaching and mentoring throughout
  • Fully blended delivery model for learning that suits you
  • Become a member of the UK's largest community of apprentices
Ready to get started? Enquire about this programme today Let's go!

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