Mortgage Adviser

Apprenticeship overview

On this Mortgage Adviser apprenticeship, you’ll comprehensively cover mortgages and related protection products, applying new knowledge and skills to offer game-changing advice to customers. Throughout the course you’ll become familiar with financial services systems and processes. You’ll develop confidence operating within legal and regulatory frameworks, as well as corporate risks and governance frameworks. On top of high-level technical learning, you’ll strengthen crucial customer service skills such as listening and communication, problem solving, resilience and relationship building. Your development on this programme will be recognised by the Certificate in Mortgage Advice and Practice (CeMAP) qualification from the London Institute of Banking and Finance.

Who's eligible?

  • To apply for this programme you must be employed in a relevant role.
  • A minimum of five GCSEs with grades 9 to 4 (A* to C), including English and maths
OR
  • Relevant work experience

Targeted Skills

  • Mastery of mortgage and protection products, enabling accurate, compliant customer advice.
  • Confident operation within legal, regulatory, corporate risk, and governance frameworks.
  • Effective use of financial services systems and processes to support end‑to‑end mortgage applications.
  • Strengthened customer service capabilities — communication, listening, problem‑solving, resilience, and relationship‑building.
  • Achievement of the CeMAP qualification, validating technical competence in mortgage advice.

Who is this programme for?

  • This programme is eligible for anyone working in a capacity to support their development of knowledge to become a mortgage adviser, such as colleagues in retail banking or mortgage support roles with customer contact.

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Description

Apprenticeship overview

On this Mortgage Adviser apprenticeship, you’ll comprehensively cover mortgages and related protection products, applying new knowledge and skills to offer game-changing advice to customers.

Throughout the course you’ll become familiar with financial services systems and processes. You’ll develop confidence operating within legal and regulatory frameworks, as well as corporate risks and governance frameworks. On top of high-level technical learning, you’ll strengthen crucial customer service skills such as listening and communication, problem solving, resilience and relationship building.

Your development on this programme will be recognised by the Certificate in Mortgage Advice and Practice (CeMAP) qualification from the London Institute of Banking and Finance.

Who’s eligible?

  • To apply for this programme you must be employed in a relevant role.
  • A minimum of five GCSEs with grades 9 to 4 (A* to C), including English and maths

OR

  • Relevant work experience

Targeted Skills

  • Mastery of mortgage and protection products, enabling accurate, compliant customer advice.
  • Confident operation within legal, regulatory, corporate risk, and governance frameworks.
  • Effective use of financial services systems and processes to support end‑to‑end mortgage applications.
  • Strengthened customer service capabilities — communication, listening, problem‑solving, resilience, and relationship‑building.
  • Achievement of the CeMAP qualification, validating technical competence in mortgage advice.

Who is this programme for?

  • This programme is eligible for anyone working in a capacity to support their development of knowledge to become a mortgage adviser, such as colleagues in retail banking or mortgage support roles with customer contact.