R07 : Advanced mortgage advice Qualification Success Story
I have been working within the mortgage industry since 2008 and have worked in many different roles within the industry. I started my career as an administrator, then became a mortgage advisor and then progressed further to become a mortgage manager with a large national estate agency. This gave me the experience to manage and develop teams of advisors, so I was able to share my knowledge and experience.
During my time as a mortgage manager, I had the opportunity to take on additional qualifications, so I chose R06 – Financial Planning Practice and R07 – Advanced Mortgage Advice. As I had no previous financial services experience, I decided that it was best to work through the qualification in order from level 6 up to level 7. The syllabus was completely new to me, and following my studies, I felt like I had gained a wealth of information that would certainly benefit me in my career.
I passed both exams first time around and felt extremely confident moving forward into my next role. My knowledge of mortgages changed dramatically; I could now advise customers on all aspects of their finances including mortgages, protection insurance, investments and pensions. The support given by Mentor throughout the course was outstanding; they were always available via email or telephone if you My name is Michael and I am a financial adviser. I have been in the industry for 11 years, working for various companies such as Fidelity International, HSBC and Santander.