How to advance your career as a mortgage adviser

As a mortgage adviser, you may be wondering how you can take your role to the next level. The good news is, there are a number of steps you can take to advance your career. Keep reading for tips on how you can progress further in this field of work.

Consider undergoing additional training

In order to practice as a mortgage adviser in the first place, you’ll need to acquire a qualification that is acknowledged by the Financial Conduct Authority. The Certificate in Mortgage Advice and Practice (CeMAP) is a popular option. In fact, more than eight in 10 mortgage advisers have this certification. If you currently work in this field, the chances are you are already suitably qualified. However, in order to advance in your career, a certification like CeMAP might not be enough. To progress, it might be worth undergoing additional training.

For example, you could enrol on the Competent Mortgage Adviser certificate (CMAcert) course. The CMAcert is designed to provide you with valuable additional skills and knowledge that are beneficial in the role of an adviser. As pointed out on training specialist website, in order to take this course, you must already have your CeMAP or an equivalent qualification.

This course covers a range of topics, including the importance of knowing how to attract new clients, the methods you can use to thoroughly explain the mortgage process and how to give tailored recommendations and advice to your clientele. The CMAcert qualification is broken up into six units, with the last one consisting of examinations.

Keep your CV up to date

When it comes to climbing the career ladder, it’s not always possible to do so within the organisation you currently work for. In this case, you may start job hunting, putting yourself out there to potential employers in the hope of securing the ideal role. However, you can’t expect to stand out from the crowd if your CV isn’t up to date. It’s likely that, for the jobs you apply for, employers will have a lot of these documents to go through, meaning it’s essential that yours is spot on.

Ideally, your CV should detail your relevant work history and any experience and skills you have that you think make you the perfect candidate for the job. It should also outline the qualifications you have. Try to keep your CV short and concise, and double check it for mistakes before you start filling out applications.

Aside from obtaining additional qualifications and sprucing up your CV, it’s important to be motivated and ambitious if you want to achieve your career goals.