Mortgage adviser

In your day-to-day duties you will:

• advise clients about homebuying
•  find out about your client's finances
•  explain the different types of mortgage
•  explain about repayments and mortgage protection
•  offer different mortgage options for the client to choose from
•  sell other financial products like buildings or life insurance
•  help the customer complete the mortgage application
•  meet sales targets
•  deal with estate agents, valuers and mortgage lenders
•  keep up-to-date with new mortgage products and any changes in the law

• customer service skills
• maths knowledge
• the ability to accept criticism and work well under pressure
• to be thorough and pay attention to detail
• ambition and a desire to succeed
• the ability to use your initiative
• analytical thinking skills
• excellent verbal communication skills
• to be able to use a computer and the main software packages competently

You can get into this job through:

• a college course
• an apprenticeship
• working towards this role
• applying for a trainee scheme

With experience, you could manage a team of mortgage advisers, or you could choose to become a self-employed independent adviser.

You could also take further qualifications to become a financial adviser.