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Mortgage Adviser
Level 3 Apprenticeship
Start Date:
Flexible, throughout the year
Cost:
£9,000 (funded by apprenticeship levy or levy transfer)
Duration:
14 months + 3 months for End Point Assessment
Overview
Mortgage Advisers guide customers through one of the biggest financial decisions of their lives, assessing needs and recommending suitable mortgage products. This apprenticeship builds the technical expertise and regulatory knowledge required to advise confidently and compliantly, including the CeMAP qualification recognised across the mortgage industry.
Employer Benefits
A qualified, confident mortgage advisory team
Improved customer outcomes and satisfaction
Consistent, compliant advice processes
A cost-effective route to growing advisory capacity
Learner Benefits
Gain a nationally recognised Level 3 qualification
Achieve the industry-recognised CeMAP qualification
Develop the expertise to advise on one of life's biggest decisions
Open a clear pathway into a rewarding advisory career
Key Skills
During the apprenticeship, you will develop your understanding of mortgage products, affordability assessment and regulatory requirements, alongside your ability to build trust with clients. You will also strengthen your:
Fact-finding and needs analysis
Explaining complex products in plain language
Suitability and recommendation reports
Regulatory compliance and record keeping
Professional Qualifications
This apprenticeship includes the CeMAP (Certificate in Mortgage Advice and Practice) qualification, the recognised industry standard for mortgage advisers.
Who Is This For?
The Mortgage Adviser apprenticeship suits individuals moving into a mortgage advisory role within banks, building societies or mortgage broker firms, often progressing from an administration or customer adviser background.
Typical Job Roles
Mortgage Adviser
Mortgage and Protection Adviser
Mortgage Consultant
EPA Assessment Method
Role Play Scenario
Portfolio of Work & Reflective Discussion
Reflection Discussion
Delivery Method
Online or face-to-face live tutor-led masterclasses, guided self-study, practical workplace tasks, and 1:1 mentoring support.
Career Progression
On completion, apprentices are well placed to progress into Senior Mortgage Adviser, Financial Adviser or specialist lending roles.
Interested?
To learn more about apprenticeships and how they could benefit you, fill in our short enquiry form and a member of our team will be in touch for a no-obligation chat.
Who Are Workpays?
Workpays is a multi-award-winning training provider that supports businesses and individuals to make small changes that lead to big differences.
We partner with businesses to upskill their workforce and attract high-quality talent, enabling them to outperform their competitors. We empower individuals to take the first and next steps in their career, building their confidence and expertise.