Mortgage Advisor Interview Questions and Tips

A mortgage advisor helps people to find a suitable mortgage and make financial decisions. To do this you need to understand the technical terms and be able to explain it to your clients with no real knowledge.

These days’ mortgage advisors have targets to hit for products to sell so you need to be sales motivated to perform this role well.

Usually you become a mortgage advisor by starting out as a customer adviser or mortgage administrator and work your way up through promotions whilst studying for relevant qualifications along the way. Depending on the financial establishment depends on whether you are able to be supported or do an apprenticeship scheme.

The duties of a mortgage advisor includes:

  • Explaining different mortgage products to your clients

  • Helping your client complete the application form

  • Providing home buying advice

  • Look at your clients finances

  • Explaining about other products such as building insurance etc

  • Dealing with estate agents, lender etc


mortgage advisor interviewThere are strict guidelines and rules within the financial industry that you must follow to ensure that you act fairly and are qualified appropriately to give financial advice.

As well as the financial side of this role an employer will also be looking at your people skills and will ideally look for a background in customer service to ensure that you have had previous experience in a communication type role.

As with most products on the market today, they are ever changing so it is very important to keep up to date with these changes of products and law to be able to give the best accurate advice. Your employer should be able to help with these changes but you should read relevant materials to your industry and keep on top.

You should also expect basic interviews questions which are the most asked ones:

  • Tell me about yourself.

  • What are your strengths?

  • What are your weaknesses?

  • What motivates you?

  • Why do you want this job?

  • Where would you like to be in your career five years from now?

  • What’s your ideal company?

  • What attracted you to this company?

  • Why should we hire you? What makes you a better candidate than others?

  • What did you like least about your last job?

  • When were you most satisfied in your job?

  • What can you do for us that other candidates can’t?

  • What were the responsibilities of your last position?

  • Why are you leaving your present job?

  • What do you know about this industry?

  • What do you know about our company?

  • Do you have any questions for me?


Good luck with your interview and job hunting and let us know if we can help you in any other way we can.

Post a Comment

0 Comments