A guide to R05 | How to revise, the benefits and more!

What is R05? R05 is a level 3 qualification provided by the Chartered Insurance Institute (CII) upon completion it provides 10 credits. When and why do you need R05? The Financial Conduct Authority (FCA) require retail investment advisers to hold a recognised qualification. Therefore, it is recommended Advisors providing protection advice hold an R05 or …

CeMAP (LIBF) vs Certificate in Mortgage Advice (CII)

In the UK to provide Mortgage Advice, you must have a qualification recognised by the Financial Conduct Authority (FCA). If you don’t have a recognised qualification, you can’t legally provide regulated Mortgage Advice in the UK.  Although there are many mortgage qualifications the two main qualifications that are recognised as industry standards come from the …

A guide to Certificate in Mortgage Advice (CII CeMAP equivalent)

What is the Certificate in Mortgage Advice? The Certificate in Mortgage Advice is a level 3 qualification that meets the FCA’s qualification requirements for mortgage advisers. Upon completion, it allows CII/PFS members to provide professional Mortgage Advice in the U.K and also to use the Cert CII (MP) designation in their name. Why do you …

What does the budget mean for Financial Services?

After a turbulent 2020, the 2021 Spring Budget was marketed as the Budget that would protect jobs and livelihoods. Indeed, it was anticipated that the Chancellor would extend the COVID-19 business support packages and lay the foundation for future economic prosperity. COVID-19 support packages The Government is extending the CJRS for a further five months …

How to make the transition from Banker to Broker

Introduction At the end of September 2020, TSB announced a series of nationwide closures starting this autumn and continuing into 2021. This means that around 960 jobs will be cut along with 164 high street branches, equivalent to a third of all locations nationwide. This comes just after the August 2020 announcements of Co-op bank to shed 350 jobs and NatWest to …

How James achieved flexibility, freedom and a drive to be successful in his Mortgage Advisor position

Made the right move – this case study explains how Premier Jobs UK helped James focus on finding the right Mortgage Advisor job for his situation Whilst at your previous mortgage brokerage, what led you to start looking for a new position? I had been working for my previous company for many years helping the company …