Skip to main content

Tell us whether you accept cookies

We use cookies to collect information about how you use this service. We use this information to make the service work as well as possible and improve this service.

Set cookie preferences

You've accepted all cookies. You can change your cookie settings at any time.

Find apprenticeship training for your apprentice

We're improving Find apprenticeship training. What do you think of this service? (opens in a new tab)

  1. Home
  2. Apprenticeship training courses
View shortlist
Apprenticeship training course

Mortgage adviser (level 3)

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

Qualification level
3
Equivalent to A level.
Typical duration
12 months
Apprenticeship category
Legal, finance and accounting
Maximum funding
£9,000
Maximum amount government will fund
for apprenticeship training.
Also known as
  • finance worker
  • financial adviser
  • financial consultant
  • new homes developer
Skills
Skills an apprentice will learn
  • The ability to elicit customer's needs through effective fact finding and questioning techniques and provides solutions thorough research and analysis. Can plan and prioritise workloads and deliver all required outputs to customers and colleagues; achieving all internal standards (e.g. service standards, accuracy, attention to detail, meeting required risk, regulatory and governance requirements).
  • Has high quality written and verbal communication skills and is able to handle a range of situations and issues that arise. Has the ability to communicate effectively with customers, colleagues, professional contacts and third party product providers.
  • An understanding of regulatory requirements by working compliantly, including data protection and treating customers fairly. Identify specific threats to the business and act appropriately in line with regulation and governance. E.g. ensuring that confidential information is only shared with the relevant people.
  • The ability to identify, generate and develop relationships that support the role. E.g. professional contacts, new business opportunities through internal/external networking and customer referrals.
  • Adheres to all relevant processes and procedures using technical ability and proficient IT skills to deliver positive outcomes for customers and the business, within the risk, regulatory and governance requirements.

Full information on Mortgage adviser (level 3) is available from the Institute for Apprenticeships and Technical Education.

Find training providers for this course

Apprenticeship location

Check if a provider can offer this training for the apprenticeship location.

Back to top View shortlist