Career change to money advisor

[frenchtoast88]

I am currently on my second maternity leave in quick succession - returned to work for 9 months between babies - and hope to be able to do something different when the mat pay runs out in January.

I've been thinking about the bits I have enjoyed in previous jobs (helping people, providing a good customer service) and what skills I have (very numerical, problem solving) and think that being a mortgage advisor, or possibly a money/debt advisor would be a good fit.

Does anyone have advice? I have looked at CeMAP mortgage training, can anyone say how long it took them, and how much study was required? I have help with childcare from both grannies so was hoping I could manage it while on maternity leave and be ready to start a new role in the new year. The route to becoming a money advisor seems less clear, with volunteering required to get a foot in the door.

I'd like to be working part time til both babies are in primary school at least, probably 3 days a week or 20hrs. Is either job more likely to offer these sort of hours? Also, pay - mortgage advisor seems to be a base salary plus commission, money advisor I assume less likely to have a commission element?

Any sales experience
Mortgage Advisor a sales role really

Not really. That's one thing I'm not 100% on. I don't want to be pushy/salesy. I would rather just be able to take the information from potential customers and find them the perfect solution to suit their situation. I worked in a letting agent previously and on occasion carried out letting valuations and had a pretty high success rate at bringing on the new business. I think this was by being quietly confident and knowledgeable versus the smarmy sales guys that often carry out that role. I know that type and it would put me right off, I'd rather give my business to someone who knew their shit and wasn't pushy. Not to say the rest of the world agrees with that though!

Sales does not equal pushy and not all sales people are “smarmy sales guys”. Some aren’t guys at all in fact.

I know this is an old post but was wondering if you went into finance in the end? Am thinking of retraining after my children and looking at mortgage advisor

@pecanpie101 hello, OP here under another name. No, I ended up working for a charity. Not particularly challenging but relatively well paid and very flexible while the kids are small. May well attempt to do the mortgage thing once they're both at school. Not sure if the current market means there is less work for mortgage advisors cos less people are buying? Or maybe makes it more exciting trying to find people the right deal? Who knows!

Thanks so much for the update! I'm currently working in healthcare and looking for something new. I'll do some more research and who knows, it might be something new for me!