Mortgage Advice Qualifications
Is becoming a Mortgage Adviser the right choice for you?
26 June 2017
Becoming a mortgage adviser is a great opportunity to work in an ever-thriving industry, helping homebuyers with the biggest financial commitment of their lives.
If you are still considering embarking on a new career you might like to hear from some of our past students about what it’s like to work as a mortgage adviser.
“Becoming a mortgage adviser always seemed like an unreachable goal because I just didn’t have the opportunity to study without it interfering with my job which involved shift work. When I found that Simply Academy offered the CeMAP training by e-learning I wondered if it would be the right choice for me; would I be disciplined enough to study around work and in my own time? After chatting to an adviser, I decided to give it a try and thankfully it worked out to be the best option for me to successfully complete the training and find my perfect job role.
After qualifying I started a new job in an estate agency working alongside a senior adviser, and I was pleasantly surprised that no two days were the same; from discussing clients’ needs to dealing with estate agents and mortgage lenders, right through to the paperwork side of putting together mortgage packages, I still find it such an interesting and diverse job, and so rewarding.
I am now senior adviser in my branch and I will be sitting my CeRER exam soon which will give me the additional advantage of offering equity release advice and guidance to my clients as well. Having completed CeMAP with Simply Academy I knew that I would use them again for future training because of the fantastic learning experience I had with them, and with my CeRER training I have received the same level of professionalism and dedication to help me achieve my goal.”
“I worked in childcare for almost a decade before I finally decided to follow my heart and move in to the financial industry, and it is the best thing I could have done. I felt very nervous when I arrived on my first day of CeMAP training as I had never worked in finance, but our tutor was so helpful and reassuring that the nerves soon subsided, and I started to really get involved in the class. I couldn’t believe that after just 6 weeks of training and exams, I was a fully qualified mortgage adviser, I felt so excited to jump straight in to my new career.
Starting my new job at the bank was both exciting and nerve-wracking all at once, but I soon found my feet and the team that I work with are great. My workload has grown over the past few months but I’m really enjoying how much time I get to speak to my clients because being customer focused has always been very important to me. I enjoy having face-to-face meetings to discuss their requirements and answer any questions they have throughout the mortgage process which can be very in depth. It’s a great feeling to be able to see just how much your hard work and enthusiasm for the job can make a huge difference to your client’s lives.
I enjoy my job so much and I still get a kick out of seeing my clients so happy. I didn’t realise just how rewarding it would be, and although it can get hectic at times with a lot going on, the outcome is worth it.”
“When I left the army after almost 20 years, I wasn’t really sure what my next move would be, but I knew I wanted to do something that I enjoyed and would offer me some flexibility. I’d always had an interest in finance and after chatting to a close friend of mine who is a mortgage adviser, I decided to book on a course and dip my toe in the water. I attended courses in London which I thoroughly enjoyed; the enthusiasm of the tutor was infectious and studying with a group of like-minded people meant that I felt less like the new kid at school and more comfortable in the company of these future professionals. I passed my exams with two merits and a distinction which just went to confirm that I had made the right choice to follow this new career.
Since passing my CeMAP qualification I have forged a pretty successful career and currently I am an appointed representative for a well-known mortgage network. Being a self-employed mortgage broker not only means that I have the flexibility that I always wanted in my job, but I also get to spend quality time working with my clients which gives me the greatest satisfaction. Having built a sizable client portfolio, it is important for me to plan my days well to ensure my clients receive the best possible service, and that keeps them coming back to me in the future.
Switching careers later in life was always going to be a leap of faith, but I am so glad that I did it. Like any job, there are going to be stressful times, but these are far exceeded by the enjoyment of helping my clients, and the sense of satisfaction when you complete the process from start to finish is great. I’m now looking to continue growing in my professional capacity, and the next step for me will be studying for my DipFA qualification to move in to financial advice.”