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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.

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