Mortgage Adviser – Career Advice

Mortgage advisers are there to guide people through the often-complicated world of mortgage products and services. They typically work in banks and building societies, for estate agents or mortgage brokers or as independent financial advisers.

The skill-set involves customer relations, communication, IT and numeracy and discretion. A thorough knowledge of legal and financial matters and an ability to translate that knowledge into easily understandable terms are major requirements.

As a result, people skills and some customer service experience are often considered more desirable by potential employers than any formal qualifications.

Once in post, Financial Services Authority-approved qualification can be worked towards. Trainee mortgage advisers typically study, through distance learning, for a Cert MA (certificate in mortgage advice), a Chartered Insurance Institute qualification or a CeMap – a School of Finance Certificate in Mortgage Advice and Practice.

Browse our current vacancies in:

Banking, Real Estate and Mortgage


Other recommended resources:

Chartered Insurance Institute
A professional organisation dedicated to maintain high standards of competency and service in the world of insurance – which applies to mortgage advisers. They offer relevant training and qualifications, such as a Certificate in Mortgage Advice, which can help you get in the game as well as improving within a role.

Institute of Financial Services: School of Finance
Offering a wide range of courses for the financial sector, the ifs also specifically host qualifications in mortgage advice which can really help with initial qualification in addition to career development. You can work your way to chartered status with the ifs, with a specific continuing professional development scheme (CPD) and networking events.

Chartered Institute of Securities and Investment
With a rigorous CPD scheme to help current professionals really make the most of their skills, membership to the CISI can be an asset to mortgage advisers hoping to ascend within the role.

Association for Financial Professionals
Based in the US but serving professionals globally, this resource is useful for the research guides and publications it offers, helping financial professionals to stay on top of their game.

Financial Skills Partnership
Licensed by the government, the FSP is a portal for all finance-related training and qualifications, offering appropriate courses, experiences and apprenticeship schemes to help get you the job you want in the finance world.

Mortgage Advice Bureau
This resource is more specifically aimed at the public, it can also be really useful to prospective mortgage advisers to help them secure a better understanding of mortgages, the current market conditions and all the jargon associated – which may help you stand out in an interview.

Simon Thompson

Simon Thompson is CEO of Simon is a recruitment professional that pioneers the usage of video in recruitment and fully committed to helping young people find employment.