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When creating a framework, YPO aims to evaluate providers based on criteria relevant to any organisations that may decide to utilise the framework.

It’s understood that some CAs may then wish to ask their relevant method statements or pricing for their own organisation. A further competition gives CAs the ability to do this.

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Please see the further competition template document, this document can be used if you would like to carry out your further competition via email or through your own tender portal. The templates are an example only and do not have to be used or can be amended to suit your requirements.

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Mortgage adviser

Reference

ST0182

Route

Legal Finance and Accounting

Approved for delivery

01/01/1970

Maximum funding

£9000

Overview of the role

Giving clients advice on appropriate mortgages and related protection products such as life insurance or sickness and unemployment insurance.

Mortgage adviser

Overview of the role

Entry requirements:

Qualifications:

Level: