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Finance broker

Brisbane
United Fortune Financial
Broker
Posted: 13 September
Offer description

**Responsibilities Include, but Are Not Limited To**:

- Ensuring strict adherence to all relevant financial regulations and compliance standards.
- Staying current with developments in car, truck, boat, and house services products, interest rates, and lending policies to provide expert guidance.
- Conducting thorough financial assessments to evaluate clients' financial status and developing financial strategies
- Delivering exceptional customer service, educating clients on products/services choosing options, including terms, rates, and potential risks, to facilitate well-informed decision-making.
- Advising on the amount and type of cover to meet clients' needs
- Preparing documents which set out the conditions of finance, repayments and loan periods
- Assuming responsibility for coordinating Asset Finance, insurance, and home loan mortgages for clients.

Pay: From $73,500.00 per year

Schedule:

- 8 hour shift

Work Authorisation:

- Australia (required)

Work Location: In person

Application Deadline: 27/05/2025

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