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Mortgage adviser franchise and training academy launches

by: Mortgage Solutions
  • 10/07/2018
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A British Franchise Association-backed mortgage adviser firm has launched offering new entrants and more experienced brokers the chance to build their own supported mortgage business.



The UK Adviser – set up by entrepreneur Maxim Cohen and business development expert Lisa Bird – plans to help established advisers who want ‘to take their business to the next level,’ as well as graduates, people looking for a career change, or those who want to be their own boss, it said.

The FCA-regulated firm offers a bespoke software solution The Adviser Suite and user-focused support system.

CEO Maxim Cohen, said: “We have launched this business with the intention of disrupting the industry and offering the simplest and most sure-fire way for people to set themselves up as a fully FCA-approved mortgage adviser or grow their existing business.

“We want to provide ambitious individuals with a ‘business in a box’ style framework which will give them everything they need to drive a profitable and successful business, leaving them to focus on what matters most – securing mortgages, generating sales and providing the incredible personal service which will form the foundation of their success.”

Chief operating officer, Lisa Bird has invested in the business by purchasing the first UK Adviser franchise.

She said: “With over 17 years experience in the mortgage market, we recognised a significant decrease in the level of personal service offered to consumers.

“Advancements in digital technology have been hugely beneficial to industry, but they’re no substitute for a strong relationship between a trusted adviser and their client – it’s exactly this personal approach that The UK Adviser is championing and the reason why I made the decision to not only launch the business alongside Maxim, but also personally invest in the franchise, demonstrating my belief in the vision of the company.”

Education, education, education


The UK Adviser has also launched a training programme, The UK Academy, offering entry level qualification CeMAP and post-exam training and development.

Cohen added: “The financial services industry is constantly evolving and we believe that the only way to stay ahead of the game and provide clients with a top-class service is through continued professional development (CPD).”

CeMAP-qualified advisers looking to become UK Advisers will be awarded the Certified UK Adviser  accreditation.

The UK Academy also offers the Certified UK Commercial Finance Adviser accreditation for those looking to build a business or brokers already operating in the commercial property sector, as well as equity release and advanced mortgage advice training and exams.

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