Mortgage adviser apprenticeship

Give clients advice on appropriate mortgages and related protection products such as life or unemployment insurance

The role of the mortgage adviser has become more technical, leading to an increase in demand for qualified practitioners in the sector. As an apprentice mortgage adviser, you’ll work for banks or building societies, independent brokers, or through or on behalf of estate agents or new home developers. You’ll develop the skills necessary to identify and satisfy customer mortgage requirements and associated protection needs, through regulated meetings, which can be carried out face-to-face or over the phone. As well as giving advice on appropriate mortgage products, you’ll also become an expert in and be capable of advising on related protection products, including life assurance, critical illness, accident, sickness and unemployment, income protection, and buildings and contents insurance. The mortgage adviser apprenticeship offers an ideal entry point for a career in mortgage advice.


Duration: 12 months

Relevant school subjects: Maths

Entry requirements for the mortgage adviser apprenticeship: Depend on employer, but likely GCSEs or equivalent qualifications or relevant experience, particularly where strong numeracy skills are shown

Achievement upon completion: Level 3 (Advanced)—equivalent to A-levels at grades A to E

Potential salary upon completion: £28,000 per annum

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