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Senior mortgage advisor

Bowen
Inject Pty Ltd
Posted: 20 December
Offer description

*Why you want to work here:*

* At Ramsey Property Wealth, we're more than a property and finance business — we're a people-focused advisory firm built around long-term outcomes, not short-term transactions. Our advisors are at the core of everything we do, supported by strong systems, clear structure, and teams that genuinely collaborate to deliver the best client results.
* You'll work in an environment that allows you to focus on the relationship-building side of the role, where your experience, judgement, and client conversations truly matter. Our dedicated operations and compliance teams handle the administration, processing, and lender follow-ups, so you're not weighed down by paperwork.
* You won't be required to source your own clients — you'll receive warm, high-quality leads through established referral networks and active marketing funnels, allowing you to focus on advice rather than prospecting.

About the Role

* Build strong relationships by providing tailored mortgage advice and guiding clients through their finance journey.
* Assess client needs, finances, and goals to recommend suitable mortgage products within regulatory requirements.
* Manage the end-to-end application process — from documentation to submission and lender follow-up.
* Ensure all advice and documentation meet FCA regulations and company policies.
* Stay informed on mortgage products, rates, and market trends to deliver competitive advice.
* Collaborate with internal teams to align finance readiness with client portfolio strategies.
* Proactively engage with clients through reviews, identifying refinancing and growth opportunities.

About you:

* You may come from a senior banking or mortgage broking background where you've been very hands-on across the full process. You're now keen to lean into your real strengths — building relationships, asking the right discovery questions, and delivering tailored advice and solutions — by spending more time with clients and less time in administration.
* You get real satisfaction from untangling the tricky stuff — complex lending scenarios like self-employed clients, trust structures, or multi-property portfolios don't phase you. You enjoy the detail and take a considered, problem-solving approach to complex situations.

Selection Criteria:

* Hands-on home-lending experience

What Next

If you are interested, please submit your resume and a cover letter detailing what appeals to you about this opportunity.

Please note the office reopens on 5 January, and respectfully, only successful applicants will be contacted during that week.

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