Financial Broker

Yulania Pty Ltd
Box Hill, VIC
A$72,000-$85,000 p/a
Banking & Financial Services → Mortgages
Full-time
On-site

Posted 3 days ago


Are you a Financial Broker looking for your next opportunity? We are expanding our team and are seeking a dynamic and motivated Financial Broker to join our growing firm in Victoria.

Why Work with Us?

  • Exciting Growth Opportunity: Be part of a well-established, fast-growing financial services firm with a strong presence in the VIC market.
  • Competitive Compensation: Offer a highly competitive compensation package, including an attractive base salary and a range of benefits.
  • Comprehensive Support: Access to ongoing training, professional development, and cutting-edge tools to enhance your success.
  • Collaborative Environment: Work alongside a team of professionals who are passionate about delivering excellent client service and achieving outstanding results.
  • Work-Life Balance: We understand the importance of a healthy work-life balance, with flexible working arrangements available.

Key Responsibilities:

  • Client Consultation & Needs Assessment: Understand the client's financial situation and provide suitable loan advice.
  • Loan Application & Documentation: Assist clients in completing loan applications and submitting required documents.
  • Lender Selection & Comparison: Compare interest rates and terms from different lenders and recommend the best options.
  • Negotiating Loan Terms: Negotiate with lenders on behalf of clients to secure the best loan conditions.
  • Loan Approval Follow-up: Submit loan applications and track the approval process to ensure smooth approval.
  • Client Support: Provide post-loan support, including refinancing and adjusting loan terms.
  • Compliance & Advice: Ensure compliance with loan regulations and offer additional financial product advice.

What We’re Looking For:

  • Proven experience as a Financial Broker or similar role in the financial services industry.
  • Strong knowledge of financial products, investment strategies, and regulatory compliance.
  • Excellent communication, interpersonal, and negotiation skills.
  • Client-focused with a passion for delivering tailored financial solutions.
  • Relevant qualifications such as Certification IV in Financial Broker or equivalent (preferred).
  • Requires a bachelor or higher degree in finance or relevant areas.
  • Ability to work independently and as part of a team.

How to Apply:

If you are ready to take your career to the next level and join a leading financial firm, apply now! Send your resume and cover letter to [email protected].

We look forward to hearing from you!


About Yulania Pty Ltd

Box Hill, VIC, Australia

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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