Mortgage Advisor Review

My current role as a mortgage advisor is customer facing, I provide regulated advice on what the customer should do with their mortgage that will suit their personal circumstance, needs and preferences for their agreement. I generate paperwork for the new agreement and ensure this is set up in time for deadlines etc.

As an Apprentice, i learned how to express my duties within my role in a meaningful way. I realised within my role there are a lot of different elements that need to be balanced to provide an excellent level of customer service within the financial sector - I am able to discuss each element individually and link this with any role I am applying for. I improved my communication skills in general and also time management and customer service skills.

I found the program to be very rewarding as it taught me a lot about expressing myself and talking about my job which has helped me progress onto a different role within the business; this has allowed me to advance in my career. I enjoyed the challenge of meeting deadlines, balancing completing the Apprenticeship alongside maintaining a full time job and I have met other apprentices and attended seminars who have positively influenced my journey with LBG.

I feel very valued that my application was accepted and that the Group would invest time and money in furthering my development. Completing the Apprenticeship also gave me a strong sense of acheivement.

The programme was structured around me and my working day which was really useful. Any 'away days' to attend seminars etc were funded by the group and they supported me with time off.

The trainer was excellent and while I feel I did not need much additional support, any time I had a question I got an answer almost immediately - I had the trainer mobile number and direct email address to help with any issues.

Time away from the office without the need to use holidays in order to attend seminars. My TM was flexible with allowing me to use my time off the phone towards acheiving the Apprenticeship.

My current salary is sufficient to meet my costs - I am well reimbursed for the job that I do.

I have not been interested in taking my Apprenticeship outside of my workplace but I imagine it could be heplful for the likes of voluntary work providing financial guidance.

Yes

There is a lot of room for career progression if you have drive, career progression is structured and reviews with your TM occur monthly to make sure you are on track. You could progress quickly if you have the right skills and attitude.

Applying for a role in LBG could be your first step on a long and varied career ladder. Even if you're applying for a general role, think of where you could end up and keep that in our mind as a goal in all your do. Make sure your application has strong examples, use the STAR format and make it personable - good luck!