
Finance and Mortgage Broker
Bell Partners Finance
Posted 10 days ago
About the role
This is an exciting opportunity to join the mortgage and finance team at Bell Partners Finance as a Finance and Mortgage Broker. As a key member of our fast-paced and dynamic team, you will be responsible for providing expert financial and mortgage advice to clients, helping them secure the best possible loan solutions to meet their needs. Working from our Sydney CBD office, this full-time role offers excellent prospects for career progression and professional development.
What you'll be doing
- Building and maintaining a pipeline of prospective clients through networking, lead generation and referrals
- Conducting comprehensive financial assessments and needs analyses to understand client circumstances and goals
- Researching and identifying the most suitable finance and mortgage products to meet client requirements
- Preparing detailed loan applications and supporting documentation
- Negotiating with lenders to secure the best interest rates and loan terms for clients
- Providing ongoing support and advice to clients throughout the loan application and settlement process
- Maintaining up-to-date knowledge of the mortgage and finance industry, regulations and market trends
What we're looking for
- Proven experience as a mortgage or finance broker, with a strong track record of delivering positive client outcomes
- Excellent understanding of the Australian mortgage and finance market, including loan products, policies and regulations
- Strong research, analytical and problem-solving skills to identify the best solutions for clients
- Outstanding communication and interpersonal skills, with the ability to build trust and rapport with clients
- Highly organised and able to manage a diverse client portfolio effectively
- Relevant industry qualifications, such as a Certificate IV in Finance and Mortgage Broking
What we offer
At Bell Partners Finance, we are committed to providing a supportive and collaborative work environment that empowers our team to thrive. In addition to a competitive salary and commission structure, we offer a range of benefits, including:
- Supportive team environment where collaboration and working together is embraced
- Ongoing professional development and training opportunities
- Access to exclusive industry events and networking opportunities
- Opportunity to work with some of Australia's high net worth and high profile businesses and individuals
- Working alongside high performing accountants, financial planners, insurance brokers, and legal experts
About us
Bell Partners Finance is a leading provider of mortgage and finance solutions, with a strong focus on delivering exceptional customer service and tailored financial advice. As part of the Bell Partners group, we have a reputation for innovation, integrity and a commitment to the communities we serve. If you're passionate about helping clients achieve their financial goals, we'd love to hear from you.
Apply now to join our dynamic team and take the next step in your finance and mortgage broking career.
About Bell Partners Finance
This company does not have any further information provided at this time. We encourage you to research the company by searching for them to learn more about the company or role in question before applying.
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