Skip to content
Back to Career Guides

How to become a Mortgage Advisor

Mortgage Advisor

Career progression and salary expectations for a Mortgage Advisor

1

Trainee Mortgage Advisor

| Up to £25,000
2

Mortgage Advisor

| Up to £35,000
3

Financial Advisor

| Up to £50,000

The role of a Mortgage Advisor

You hate Mondays because you hate your job. You should be a Mortgage Advisor…

Mortgage Advisors provide people with advice on which mortgage is right for them, to help them purchase property. You could be advising individuals or entire businesses and provide guidance on one provider, multiple providers or offer products from the market as a whole.

Typical duties for a Mortgage Advisor include:

  • Explaining the features and benefits of different types of mortgages
  • Analysing the market, and weighing up each possibility to make sure the client receives the most appropriate and cost effective mortgage possible
  • Discussing financial options with clients, and explaining how repayments work
  • Filling out mortgage application forms on their behalf
  • Liaising with lawyers, conveyancers and estate agents to tie up all loose ends
Confidence, determination and excellent listening skills are all extremely important for those looking to become a Mortgage Advisor. The ability to build a trust in your clients will be the key to being successful in this position, especially when helping with the decision making process.

Excellent commercial awareness and a duty of care to provide your clients with the best possible advice are also essential.Other key skills include:

  • Strong communication and organisational skills
  • Excellent attention to detail
  • Persuasive negotiation skills
  • Ability to explain complex pieces of information easily and succinctly to clients
  • Drive and self-motivation (especially handy when it comes to OTEs)
"Becoming a Mortgage Advisor was the perfect career move for me. I get to help people find their dream home, and turn it into a reality. Although the hours can be long, and there can be a lot of paperwork, seeing the joy on the face of a first time buyer when everything is signed, sealed and delivered makes everything 100% worth it."

Get qualified as a Mortgage Advisor

It is not a necessary requirement to have a degree to become a Mortgage Advisor. However, gaining an industry recognised mortgage advisor qualification such as the CeMAP Paper 1,2 & 3 course, as well as relevant work experience, can be the key to finding a perfect position.

Recommended Mortgage advisor courses

  • CeMAP® Paper 1, 2 & 3 with Tutor + FREE Excel Training

    Training Deals
    Most Recognised Mortgage Advice Qualification
    • 1,204 enquiries
    • Online
    • 24 hours · Self-paced
    • Tutor support
    This course suitable for Mortgage Advisors and financial services individuals, covers Papers 1, 2 and 3 of the CeMAP® qualification. CeMAP® is recognised by employers and clients as a mark of excellence and professionalism. It meets the FCA examination standards for providing …
    Enquire for pricing

  • CeMAP Modules 1, 2 & 3 Mortgage Advice Training Package (Online)

    e-Careers
    April Sale! Award winning Training Provider | Finance Available | Industry recognised Mortgage Adviser certification
    • 2,540 enquiries
    • Online
    • 210 hours · Self-paced
    • Regulated qualification
    • Tutor support
    Great service
    Popular
    Trending
    Our April Sale is now live! Save £100! Our CeMAP eLearning training package includes Modules 1, 2 & 3 training and includes weekly webinars and Tutor support. A career as a Mortgage Adviser can be both financially and personally rewarding, as well as easier than you migh …
    Save 22%
    £345 £445
Want to see more?
View all Mortgage advisor courses

Mortgage Advisor jobs

All Mortgage Advisor jobs

Similar Career Guides

View all Career Guides