top of page
Mortgage Adviser

Mortgage Adviser

Level 3 Apprenticeship

Start Date:

Flexible, throughout the year

Cost:

£9,000 (funded by the levy or a 95% government grant)

Duration:

14 months + 3 months for End Point Assessment

Category:

Financial Services

Overview

As competition to retain customers intensifies, organisations are looking for ways to build long-term relationships with clients. This apprenticeship gives individuals the skills to become a trusted adviser and create sustainable customer conversations.

Employer Benefits

  • Grow your fee-earning potential using the levy or government funding 

  • Improve productivity and retention by upskilling staff 

  • Align training to business objectives using a tailored programme 

  • Gain a competitive advantage by enhancing customer service

Learner Benefits

  • Take the first step towards becoming an authorised mortgage adviser

  • Gain the knowledge and experience needed to achieve competent adviser status

  • Earn whilst you learn and complete your training without incurring any costs

  • Work smarter, not harder, by developing proven tools and techniques

Key Skills

During this apprenticeship, you will develop your communication skills, understanding of the legal, regulatory and compliance frameworks that direct the financial services sector and enhance your commercial awareness. You will also improve your:

  • Adaptability and problem-solving skills

  • Customer service understanding

  • Product knowledge

  • Team working

Professional Qualifications

Apprentices will be able to study the Certificate in Mortgage Advice and Practice (CeMAP) as part of the apprenticeship.

Who Is This For?

This is an entry-level qualification for individuals who want to become a mortgage adviser. It is the first step towards achieving FCA authorisation as a professional mortgage adviser. 

Typical Job Roles

  • Trainee Mortgage Adviser

  • Junior Mortgage Adviser

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 successful completion of the apprenticeship, you will have the knowledge and experience needed to apply to become an authorised Mortgage Adviser.

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.

bottom of page