Trainee Mortgage Broker

Trainee Mortgage Broker - Torquay, Victoria

Looking to build a long-term career in finance and mortgage broking?

At UFinancial, we’re looking for a motivated, personable, and driven individual to join our growing Torquay team as a Trainee Mortgage Broker.

This is a genuine career opportunity for someone wanting to break into the mortgage broking industry with full training, mentoring and support provided. You’ll work closely with experienced brokers and leaders while developing the skills and knowledge required to build a successful long-term career.

Whether you come from banking, finance, real estate, hospitality, retail, sales or another customer-focused background, we’re looking for the right attitude, strong communication skills and someone who enjoys working with people.

About UFinancial

At UFinancial, we believe better financial outcomes come from understanding the full picture.

Our business brings together lending, accounting, financial planning and asset finance under one collaborative team, allowing us to provide a more connected and considered experience for our clients.

We pride ourselves on professionalism, relationships and long-term thinking — both for our clients and our people.

About the Opportunity

This role is designed as a structured entry pathway into mortgage broking and financial services.

You’ll receive hands-on training and support while learning all aspects of the lending process and client experience.

In this role, you will:

• Learn how to structure and submit loan applications
• Work with qualified client enquiries and referral opportunities
• Assist clients throughout the lending process from enquiry to settlement
• Build relationships with clients and referral partners
• Develop your understanding of lender policy and residential lending
• Work alongside an experienced operations and administration team
• Build the foundations for your own long-term client portfolio and career

Why This Opportunity Stands Out

• Full training, mentoring and ongoing support provided
• Genuine long-term career pathway into mortgage broking
• Work alongside experienced brokers and business leaders
• Strong operational and administration support
• Collaborative and positive team culture
• Opportunity to grow your own portfolio and income over time
• Backed by an established and growing financial services business
• Lifestyle location based in Torquay on the Surf Coast

About You

We’re looking for someone who is:

• Motivated and eager to learn
• Professional, personable and confident communicating with people
• Organised and proactive
• Interested in finance, property and helping clients
• Career-focused and looking for long-term growth
• Comfortable building relationships and working within a team environment

Experience in banking, finance, customer service, hospitality, sales or real estate is highly regarded, but not essential.

What’s on Offer

• Competitive base salary + incentives
• Full training and professional development
• Career progression opportunities
• Supportive and collaborative team environment
• Long-term growth within an expanding business

If you’re looking for an opportunity to start and build a successful career in mortgage broking with the right support behind you, we’d love to hear from you.

Please reach out to Leah Bruderlin - ***email_hidden***