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Job Description

A Mortgage Advisor will either work independently to find the best mortgage for their customers needs or they may work for a bank or building society and will only sell their own companies products.  They will firstly interview prospective customers to establish their needs and find them  a mortgage that suits their requirements and that they can afford in accordance with responsible lending legislation.

Entry Requirements

Mortgage Advisors often start in a customer service role in a bank of building society or as an mortgage administrator, you can then progress to giving mortgage advice with experience and once you have gained a Financial Services Authority approved qualification.  You could get into the financial services industry via an apprenticeship.

Required Skills

  • Good communication and listening skills
  • The ability to explain complex information effectively
  • Excellent interpersonal skills
  • Good mathematical and IT skills
  • Honest and trustworthy
  • Respect for other peoples confidential information

Starting Salary

£18,000 to £25,000

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