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Administration for Mortgage and / or Financial Planning Intermediaries


National Occupational Standards for Administration for Mortgage and / or Financial Planning Intermediaries

Approved in 2009, these National Occupational Standards include units focusing on contributing to and completing reports for mortgage and / or financial planning clients, and supervising mortgage and / or financial planning administrative systems and processes.

Background information

These National Occupational Standards aim to cover the occupational competences required of mortgage and / or financial planning intermediaries who undertake administrative duties.

The term 'intermediary' is used within these Standards to define either an individual working within financial services, or an organisation undertaking brokerage activities, or providing mortgage and / or financial planning products and services on behalf of another organisation.

The National Occupational Standards

The project to develop these National Occupational Standards was launched in July 2008, and they were approved for publication by the qualification regulators in September 2009.

The National Occupational Standards for Mortgage and / or Financial Planning Intermediaries can be downloaded below.


The units can also be downloaded individually from the NOS Directory, at

Further information

For further information about these NOS, please contact Chris Kennedy, Assistant Standards Manager at, Tel: 0845 618 2379.

Your feedback

We welcome feedback on the National Occupational Standards which we have produced. If you would like to comment on the NOS for Mortgage and / or Financial Planning Intermediaries, please complete and return the feedback form (which can be downloaded below) to




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