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How to become a mortgage advisor in six steps

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Whether you are looking for a career change or you are fresh out of university and taking the first steps to finding a job that you really love, mortgage advising can be a great option – especially for those of you who enjoy providing great customer service.  If you are considering becoming a mortgage advisor, here are the six steps you’ll need to take before you can start applying for jobs.

1. Find out more about the job

Mortgage advisors are highly skilled experts with industry-specific qualifications, so it isn’t the kind of job you can apply for until you have passed all the necessary exams. And if you want to know what a mortgage advisor does on a day-to-day basis, read Eva’s detailed account of what it’s like to be a mortgage advisor.

2. Decide how you want to study

The most important qualification you’ll need if you want to become a mortgage advisor is CeMAP. There are two different ways you can approach this qualification. Either you can study by yourself using a range of books and online study guides or you can sign up to a training provider who will help you with any tricky subjects and guide you through the entire process. We compared the two methods and you can find out more here.

3. Revise for your exams

The CeMAP exams aren’t too difficult if you are interested in the subject, but they do require a lot of work. Experts recommend 200 hours of learning and revision. You might have to scale back your social life for a couple of months.

There is a lot of information to get through, so if you haven’t been studying for a while or just want some tips from those who have taken the exams, we’ve put together our top revision tips for the CeMAP exams.

4. Take the exams

CeMAP exams happen at the same centres that people take their theory examinations for a driving licence, so there’s probably one near you. You can often pick the time and date that suits you, but always make sure to prepare beforehand, so that you know where you’re going, and arrive fifteen minutes early.

5. Hone your skills

Although the exam is a key qualification, it’s also important to start developing the other skills required to be a mortgage advisor. Communication is very important, as you will spend a lot of time helping and advising customers.

We spoke to people who work as mortgage advisors and they outlined the five important skills you need to be great at the job including enthusiasm and attention to detail. You may have started developing these already in your current role.

6. Apply for a job

As a mortgage advisor you can work in a bank, as a broker or for an estate agent. If you’re not sure what industry would be right for you then take our quick quiz, which highlights the differences.

If you decide that working for a high street bank could be the right option for you then be sure to check out the current mortgage advisor vacancies at Barclays.

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