The complete guide to becoming a mortgage adviser
Mortgage advice makes for a highly rewarding career path and we offer specialist courses to support you at every step.
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Is Mortgage Advice for me?
Whatever happens in the economy, mortgage advisers are always in demand.
Buying a property is a big commitment so individuals and businesses want to make sure they choose the very best mortgage for their individual needs. That means they will seek the advice of a professional… and that professional could be you.
Mortgage Advice makes a highly rewarding career with great prospects:
- Enter a career with high earning potential
- Offer a service that is constantly in demand
- Use your skills and knowledge to genuinely help others
- Work within a company or go independent
- Further your career with ongoing learning
In order to become a mortgage adviser, you must first hold a CeMAP qualification or equivalent. Our CeMAP courses are popular and offer fantastic pass rates, many choose to compliment this by undertaking the highly regarded AdviserSkills programme which teaches the valuable day to day skills required to be a success.
Should you wish to continue your CPD we provide CeRER training which allows you to advise on the ever growing equity release market and our DipFA courses will assist you in becoming a fully qualified financial adviser boosting your pay packet further.
What do you need to become a mortgage adviser?
Do you have these five essential skills?
Once you hold a CeMAP certificate, you are legally allowed to offer mortgage advice. However, it’s also important that you develop the following five skills, which will be essential in your new role…
Your clients will come to you for your expert advice and will rely on your professional opinions. For many clients, the world of mortgages is confusing and daunting. Your enthusiasm for products, services and good customer care will help them to relax and trust your judgement. The more enthusiastic you are, the more rewarding the experience for you and your clients.
The advice you give one client will not be the same offered to another. You need to listen to each situation and understand the client’s unique requirements. This will enable you to offer relevant, tailored and better advice, resulting in happy clients every time.
Great mortgage advisers have great people skills. This includes communicating information to your client, helping them feel at ease and truly listening to what they say. If you like working with people, you will find that mortgage advice makes for a rewarding career.
Mortgage advisers hold a position of real responsibility. It is crucial that you are accurate in your calculations so that your advice is sound. Taking the time to ensure you’ve entered numbers correctly and thoroughly checked your work is extremely important. Mortgage advisers must approach work with a thorough, careful attitude.
You are the professional. You have got the qualification and are in the best position to offer mortgage advice. Sometimes clients might need a little persuading to help them understand why the product you’ve suggested really is the best one for them. This is all part of your job role and important in order to ensure client satisfaction.
*Money Marketing April 2018. **Financial Conduct Authority Sept 2018.
Finding the Right Course
At Simply Academy you’ll discover a range of financial adviser courses which include the CeMAP qualification. We’re an industry leading mortgage adviser training school and are experienced in helping people just like you reach their career goals. If you’ve just decided to become a mortgage adviser both our CeMAP and our AdviserSkills courses are tailored for you. If you are already working in the industry and want to enhance your product range we offer a range of courses to boost your CV and propel your career.
Whichever stage you’re at our experienced friendly staff are on hand to help you at every step.