Level 3Advanced Β· A-Level equivalent

Mortgage adviser

Giving clients advice on appropriate mortgages and related protection products such as life insurance or sickness and unemployment insurance.

Typical duration
1 year
Training funded
up to Β£9,000
Route
Legal, finance and accounting
Standard ref
ST0182

Role overview

Mortgage advisers help customers find and secure the right mortgage for buying a home, remortgaging, or investing in property. Apprentices learn about mortgage products, the regulatory framework, and how to assess customer needs and affordability. The role is based in banks, building societies, estate agents, or independent broking firms, with strong career progression to senior adviser or management.