NRG Resourcing
Trainee Mortgage Advisor

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Trainee Mortgage Broker | £30,000 Basic + Structured Training + Clear Progression into Mortgage Broking
Ready to Take the Next Step into Mortgage Broking?
This is a genuine trainee Mortgage Broker programme designed for ambitious professionals who understand the mortgage process and want to build a long-term career advising clients across residential and commercial property finance.
Working alongside highly successful brokers, you'll receive structured training, hands-on mentoring and real client exposure, developing the technical, advisory and relationship-building skills needed to become a confident Mortgage Broker.
About the Company
Our client is an established independent property finance brokerage with an excellent reputation for delivering tailored funding solutions across residential mortgages, commercial finance and specialist lending.
With a collaborative culture, strong lender relationships and a consistent flow of quality enquiries, the business continues to grow and is committed to developing the next generation of Mortgage Brokers through structured training and long-term career progression.
About the Role
You'll work closely with experienced brokers, gaining first-hand exposure to client meetings, lender negotiations and complex funding solutions while building the confidence to manage your own cases.
Reasons to use Rodeo
I’m in my final year doing Economics and I don’t know whether to apply for grad schemes now or do a masters first. What do you think?
Honest answer — it depends on where you want to end up. A lot of top grad schemes (Big 4, civil service, banking) don’t need a masters. Let’s look at the ones you’d be competitive for now, and we can decide if a masters actually adds anything.
Also worth knowing: most autumn 2026 applications are open now. Timing matters more than you think.
Start with a chat, not a search bar
Grad scheme, placement, apprenticeship? Not sure what you want yet — that's fine. Your agent talks it through with you and turns "I have no idea" into a shortlist.
Graduate Consultant — 2026 Scheme
Why you're a good match
StrongYour economics background and your summer at a regional bank line up with what PwC looks for on the consulting scheme. Applications close in four weeks.
See breakdownIt searches the market for you
Every day your agent scans the market matching roles against what actually matters to you, not just keywords on a CV.
Why you're a good match
You’ve got the grades and the economics background, and your bank internship is exactly the experience this scheme looks for. Apply soon — deadlines close within the month.
Experience fit
Your summer at the bank plus your econometrics coursework map directly to the day-one responsibilities on this scheme — client modelling, market briefings, and deal support.
Only hits
No noise. No "maybe this fits." Just roles with a clear explanation of why they're right — and where to focus when applying.
During your 6-12 month development programme, you'll gradually take on greater responsibility as your knowledge and experience grow. By the end of your training, you'll be equipped to manage your own client portfolio and advise across residential and commercial property finance.
Key Responsibilities
- Manage mortgage applications, ensuring cases progress efficiently and compliantly.
- Liaise with lenders, solicitors, valuers and clients to keep transactions moving.
- Research suitable mortgage and finance solutions for a wide range of client requirements.
- Gather and assess client documentation while maintaining accurate, compliant records.
- Assist in preparing funding recommendations and mortgage solutions.
- Build strong relationships with clients and professional introducers.
- Develop advisory, sales and business development skills through ongoing mentoring.
- Progress towards managing your own client portfolio as part of the structured development programme.
The Package
- Salary £30,000
- Structured 6-12 month Mortgage Broker development programme.
- One-to-one mentoring from experienced and successful brokers.
- Clear progression into a fully qualified Mortgage Broker position.
- Exposure to both residential and commercial property finance.
- Industry-leading training and continuous professional development.
- Supportive team environment with genuine investment in your long-term success.


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Skills & Experience Required
- Experience as a Mortgage Administrator, Mortgage Case Manager or Mortgage Paraplanner
- Good understanding of the mortgage application process and lender requirements.
- CeMAP qualified
- Excellent communication and relationship-building skills.
- Strong organisational skills with exceptional attention to detail.
- Commercial awareness and a genuine desire to build a career in mortgage advice.
- Proactive, professional and client-focused approach.
Why Apply?
You'll gain hands-on experience with real clients, receive mentoring from high-performing brokers and follow a clearly defined pathway into a fully client-facing Mortgage Broker role.
If you're ready to move beyond administration and build a rewarding career where your earning potential grows alongside your expertise, this is the opportunity you've been waiting for.
“It took my CV and asked me questions relevant to understanding what kind of jobs to suggest for me. Suggestions were almost perfect. Jobs were exactly what I’ve been looking for.”
Jessica, London
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