Alex Aiton

This is the industry benchmark qualification for mortgage advisers, recognised as a mark of excellence and professionalism. Individuals attain the required understanding of mortgage policy and practice and the skills to effectively apply this knowledge when advising a client.

This qualification delivers a comprehensive introduction to the UK financial services and focuses on the environment, key components and interrelationships of the financial system, and legal concepts relevant to retail financial advice. It appears in the apprenticeship standards for the Financial Services Administrator and the Compliance / Risk Officer.

Provides a thorough grounding in the mortgage application process, including the different products available and the issues borrowers may face after completion.

This unit enables you to provide an holistic assessment of client’s mortgage needs. You will gain an understanding of the analysis of clients’ circumstances in order to provide suitable solutions.