Career Options: Have You Got What It Takes To Be A Mortgage Advisor?



Whether you’re looking to get into the world of work for the first time or are you keen to retrain, a career as a mortgage advisor could be an ideal choice for you. There are certain traits that you need in order to succeed in this field though, so if you’re wondering whether you should pursue this line of work, it’s worth asking yourself the following questions.

Are you a confident communicator?

As a mortgage advisor, you will be dealing with different people all day and you will need to be able to communicate with them clearly and confidently. One of the knacks to being an effective advisor is presenting potentially complex information in a clear way so that the people who approach you for advice can make the right decisions. If you enjoy speaking to people, see yourself as a good communicator and believe you already have or could quickly acquire impressive customer service skills, you shouldn’t go too far wrong in this field.

Are you prepared to study?

You must be prepared to work towards the proper qualifications too. Bear in mind that you can’t have a career in this area unless you obtain the relevant certifications. One of the most popular courses for budding advisers is the Certificate in Mortgage Advice and Practice (CeMAP). In fact, this is held by over eight in ten mortgage advisors across the country. The qualification provides you with an in-depth knowledge of financial regulations and mortgage policies and it also helps you to develop your practical abilities as an adviser. CeMAP is recognized by the Financial Conduct Authority and there are a number of ways to study for it. For example, if you sign up to CeMAP courses from Simply Academy, you can opt for a fast track classroom course or an e-learning course that allows you to study at your own pace. The choice is yours. Whichever style of course you select though, you have to be prepared to put in the necessary work.

Are you motivated to hit targets?

In your role as an advisor, you’ll have to follow strict guidelines and ensure you act fairly in the advice you provide. You may also have to hit specific sales targets. If you thrive under pressure and enjoy a challenge, this could bring an added level of satisfaction to your role. It may also put you in greater control of your earnings.


If you answered ‘yes’ to these three questions, now could be the time to start looking into your training options. A career as a mortgage advisor may be perfect for you. You can find out more about the path to becoming an advisor online.

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