The Society of Mortgage Professionals has launched a two-day training event which aims to provide mortgage adviser "supervisors" with the skills required to achieve compliance and a better experience for customers.
Supervisors will learn how to coach their advisers to properly explain the benefits of information about the firm contained in the Initial Disclosure Document and to ensure understanding of the key information about the mortgage being recommended. The skills required by supervisors include assessing performance, coaching and training. Richard Fox, chief executive of the Society, says: “Mortgage training tends to be strongly biased towards the advice skills of those who deal directly with the customers. The people who manage their staff and control the process need additional skills an...
To continue reading this article...
Join Professional Adviser for free
Signup and gain exclusive members-only insights
- Unlimited access to real-time news, industry insights and market intelligence
- Stay ahead of the curve with spotlights on emerging trends and technologies
- Receive breaking news stories straight to your inbox in the daily newsletters
- Make smart business decisions with the latest developments in regulation, investing retirement and protection
- Members-only access to the editor’s weekly Friday commentary
- Be the first to hear about our events and awards programmes
