• Phone +44 (0) 203 883 1392
  • info@theprimecollege.org.uk

Mortgage Adviser

Apprenticeships we offer

Human Resource:

+44 (0) 203 883 1392


Education Department:
Head of Education

+44 (0) 203 883 1392


Mortgage Adviser

Apprenticeships we deliver

Mortgage advice is provided by a number of different types of businesses; direct to consumers through banks & building societies and also via mortgage intermediaries in the form of independent brokers or advisers linked to an Estate Agent or New Homes Developer. Due to changes in regulation, including the ‘Mortgage Market Review’, the role of the Mortgage Adviser has become more technical, with increased regulatory requirements and has led to an increase in demand for qualiWed practitioners in the sector.

Who is it for?

The role of a qualiWed Mortgage Adviser is to identify and satisfy customer mortgage requirements and associated protection needs, through fully compliant regulated meetings.

These meetings can take place in a variety of environments including face to face or over the telephone. In addition to giving advice on appropriate mortgage products, the mortgage adviser also advises on related protection products including life assurance, critical illness, accident, sickness and unemployment, income protection and buildings and contents insurance.

Course Duration:

Depending on experience.


Apprentices without level 2 English and Maths will need to achieve this level prior to completion of this apprenticeship.


The apprentice will be required to complete one of the following qualiWcations; The London Institute of Banking & Finance CertiWcate in Mortgage Advice and Practice’ (LIBF), the ‘CertiWcate in Mortgage Advice’ (the Chartered Insurance Institute) or the ‘Mortgage Advice and Practice CertiWcate’ (the Chartered Banker Institute).

By completing the apprenticeship, professional registration can be achieved by application to the relevant Professional or Awarding Body, with recognised status as follows:

  • CeMAP - The London Institute of Banking and Finance
  • Cert CII (MP) - The Chartered Insurance Institute
  • PMA - Chartered Banker Institute

Mortgage Adviser:

The Knowledge and Skills element of the course will include:

  • • Understanding of industry and company
  • • Regulatory and compliance
  • • Products
  • • Commercial awareness
  • • Quality service delivery
  • • Governance
  • • Communication
  • • Relationship development

Request Free Consultation