Mortgage adviser

Mortgage advisers help people find, and apply for mortgages.

Potential salary
£22,000 to £70,000
Working hours
36 to 38 a week
  • customer service skills
  • maths knowledge
  • the ability to accept criticism and work well under pressure
  • to be thorough and pay attention to detail
  • ambition and a desire to succeed
  • the ability to use your initiative
  • analytical thinking skills
  • excellent verbal communication skills
  • knowledge of English language
  • to be able to use a computer and the main software packages competently

Your day-to-day duties may include:

  • advising clients on the homebuying process
  • finding out about your client's finances
  • explaining the different types of mortgage
  • explaining about repayments and mortgage protection
  • offering a number of mortgage options for the client to choose from
  • selling related financial products like buildings or life insurance
  • helping the customer complete the mortgage application
  • meeting sales targets
  • dealing with estate agents, valuers and mortgage lenders
  • keeping up-to-date with new mortgage products and any changes in the law

You could work at a client's business, in an office or at a client's home.

With experience, you could manage a team of mortgage advisers, or you could choose to become a self-employed independent adviser.

You could also take further qualifications to become a financial adviser.

You can find out more about careers in the finance industry through The London Institute of Banking and Finance and the Chartered Banker Institute.

Data from National Careers Service.
@MoultonCollege

For students passionate about the outdoors, growing, garden design, conservation and maintenance our horticulture c… https://t.co/dJo9VXFnxk

11th July 2020