Mortgage and Protection Manager Review

by HSBC

Rating

7.2/10

1. Please give an overview of your role and what this involves on a day-to-day basis:

Complete mortgage and protection applications for customer looking to move house, buying houses and releasing funds.

8/10

2. Have you learnt any new skills or developed existing skills?

Yes, completed R02 and learning R03, to help to pass on opportunities. Also completed workshop on team work, and how to work well as a team and work to each others strengths.

9/10

3. To what extent do you enjoy your programme?

Good so far. I am looking forward to having the Diploma under my belt.

7/10

4. How well organised/structured is your programme?

It took a long time to get the R03 material through, I would have liked to have started it at the beginning on January, rather than the end. Also the team work workshop information was not cascaded well, there was confusion on when the start and end was, we only had 20 mins for lunch, and weren't told that we could have brought our own. Some people travelled a long way, so this information would have been useful.

3/10

5. How much support do you receive from your employer?

My employer is very supportive, I receive the 20% apprenticeship time a week.

9/10

6. How much support do you receive from your training provider when working towards your qualifications?

I have received all the training materials now.

7/10

7. How well do you feel that your qualification (through your training provider) helps you to perform better in your role?

In my current role, it is broadening my understanding for when I have self-employed customers for their mortgage applications.

8/10

8. Are there extra-curricular activities to get involved in at your work? (For example, any social activities, sports teams, or even professional networking events.)

At the moment, my focus is studying in the evenings.

7/10

9a. Would you recommend HSBC to a friend?

Yes

9b. Why?

Good benefits, supportive, room for progression.

10. What tips or advice would you give to others applying to HSBC?

Have a think about the 5 year plan to have an aim in mind.