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A Day in the Life of a Mortgage Adviser

Kelly Ellis, The Mortgage Mom

What does a mortgage adviser do?

No day is the same when you are an adviser!

In a day in the life of a mortgage adviser, I have to plan my working week in advance as much as possible as there is always a mix of appointments, research and admin to complete.

I tend to only book appointments with clients and relationship managers on Tuesdays and Thursdays. This means that on Mondays, Wednesdays, and Fridays I can concentrate on research, client cases, and the administrative side of things which can take up a lot of time.

I also have to plan my marketing strategy and always aim to allow at least half a day on a Friday to plan ahead for the weeks social media plan.

A Day in the Life of a Mortgage Adviser
A Day in the Life of a Mortgage Adviser
A Day in the Life of a Mortgage Adviser

Tips for new mortgage advisers

Good organisational skills are so important!

When completing client research it helps to block out time of one hour per client, switching off the phone so there are no distractions. Being able to prioritise and stay on top of your working day is a must in this job.

My advice would be to chunk everything up and just complete one task at a time otherwise you do run the risk of getting in a muddle with your cases!

A Day in the Life of a Mortgage Adviser
Kelly is the founder of The Mortgage Mom.

WHERE CAN I FIND OUT MORE?

For more information on the different paths to becoming a Self-employed Mortgage Adviser, including qualifications, exams and salary information, check out the Mortgage Adviser Role Profile. 

View Our CF6 Mortgage Advise Exam overview/toolkit to purchase any of the CF6 Study support including Study Guides, Online Workshops and Study Buddy.

Read another insightful article on ‘A Day in the Life of a Mortgage Adviser’ to find out more about information about the Mortgage Adviser role.  

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