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Finance broker

Perth
Shakespeare Financial Group
Broker
Posted: 16h ago
Offer description

3 days ago Be among the first 25 applicantsGet AI-powered advice on this job and more exclusive features.Shakespeare Financial Group engages a talented team of more than 80 professional staff providing clients with total financial solutions in divisions including Accounting, Tax and Business Consulting, Financial Advisory, Mortgage & Asset Lending, Personal Insurance and Superannuation.Shakes is an inspired team working together to achieve great outcomes for our people, clients and community. We believe our people make all the difference to our Firm. We highly value our team, recognising and rewarding their efforts while providing a fun, social, satisfying, and safe workplace. We pave the way for our people, by providing long-term career paths supported with valuable training and growth opportunities.THE OPPORTUNITYDue to growth, we are currently seeking a full time talented and experienced Finance Broker to join our Shakespeare Leasing & Mortgage Solutions team, a specialist finance broking division of Shakespeare Financial Group. Through a structured and transparent process, we combine specialised advice with personal and business lending solutions. This includes residential loans, commercial loans, and asset finance.The role will advise and assist clients with finance applications, in line with policy, statutory and professional standards. With a focus on providing high-quality finance solutions to existing and prospective customers, key responsibilities will include:Manage the complete asset finance application processProvide accurate and appropriate information to clientsEffectively and proactively obtain finance approvals in a timely mannerCreate accurate and professional applications and documentationManage client enquiries professionally, efficiently and in a timely mannerMaintain 100% compliance at all times and in all dealingsContribute to the processing of commercial loan applications within knowledge baseCapably and confidently use required systems and software, including Microsoft officeBuild relationships with lendersSuccessfully build strong relationships with clientsRepresent Shakespeare in a professional and ethical mannerMaintain and keep up with industry, product and legislative knowledgeTo be successful in this role, you will have:Knowledge of lending, and mortgage principles, standards, and professional guidelinesStong attention to detail and accuracyStrong interpersonal, written, and verbal communication skillsAbility to meet deadlinesExcellent skills in Word, Excel, Outlook & ExplorerHighest standard of ethics, confidentiality, and professionalismWillingness to undertake internal and external training as provided by the firmTime management skills, with ability to multitaskWHAT WE OFFERBy joining the Shakes team, you will be offered:Supportive, friendly, and welcoming team environmentFlexible working hours and WFH one day per weekHighly active and engaging social clubAn active sports community – join our cycling and running teams or enjoy weekly bootcampAt Shakes, we encourage all qualified applicants to apply. We are an equal-opportunity employer and are committed to promoting and fostering a workplace where everyone is included and treated fairly and with dignity and respect.Only shortlisted candidates will be contacted.Seniority levelSeniority levelMid-Senior levelEmployment typeEmployment typeFull-timeJob functionJob functionFinance and SalesReferrals increase your chances of interviewing at Shakespeare Financial Group by 2xGet notified about new Finance Broker jobs in Greater Perth Area.Myaree, Western Australia, Australia 1 week agoPerth, Western Australia, Australia 1 week agoSouth Perth, Western Australia, Australia 1 week agoPerth, Western Australia, Australia 1 week agoDeals - Corporate Valuations Advisory, Senior ConsultantPerth, Western Australia, Australia 2 weeks agoDeals - Transaction Services, Associate Director/ManagerPerth, Western Australia, Australia 1 week agoPerth, Western Australia, Australia 2 days agoForrestfield, Western Australia, Australia 3 days agoPerth, Western Australia, Australia 2 weeks agoBroker Relationship Manager | Property ServicesPerth, Western Australia, Australia 1 day agoPerth, Western Australia, Australia 2 days agoPerth, Western Australia, Australia 2 days agoPerth, Western Australia, Australia A$80,000.00-A$100,000.00 4 days agoPerth, Western Australia, Australia A$70,000.00-A$80,000.00 2 weeks agoPerth, Western Australia, Australia 1 day agoNorthbridge, Western Australia, Australia 2 weeks agoPerth, Western Australia, Australia 2 weeks agoSenior Relationship Manager, Health and Personal InjuryPerth, Western Australia, Australia 2 days agoPerth, Western Australia, Australia 4 months agoPerth, Western Australia, Australia 4 weeks agoWe’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
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