Excellent working environment
Outstanding employees perks
Flexibility and WFH
The organisation
Our client is a well-regarded Wealth Management Fund that offers advice across a broad range of financial planning offers (insurance, super, investment, aged care, high net worth individuals, etc.). They have built their success on the importance they attach to the level of service and added value provided to their clients. With an excellent internal culture, they provide flexibility (WFH), as well as growth and L&D; opportunities for their employees.
The role
Working alongside a Senior Mortgage Adviser, this position will report directly to the Head of Advice. The role focuses on Home Loans, and will be responsible for analysing the market, and providing customers the most suitable loan for their financial situation.
Key responsibilities will include:
Looking after an existing book of clients and generating new leads
Attending client meetings and providing mortgage advices
Assessing the market and working with lenders to find the best deals
Ensuring compliance with banking/finance laws, and managing related paperwork
Explaining legal aspects, and payment terms to borrowers
Skills & experience required
Necessary qualifications to give advice - Diploma of Finance and Mortgage Broking
Previous experience in personal finance and risk assessment
Strong numerical and analytical skills
Excellent communication and relationship building abilities
Strong negotiations and time management skills