About Us

We are an established mortgage broking business dedicated to helping clients secure the best home loan and commercial debt solutions with a very strong focus on clients personal financial wellbeing. We pride ourselves on delivering a high level of service, combining financial expertise with a personal touch. As we expand, we are seeking a motivated and detail-oriented team member to enhance our operations and drive business efficiencies.

About the Role

This role is pivotal in supporting the business by ensuring thorough financial analysis, structured client follow-ups, and proactive identification of opportunities. You will be responsible for assessing client financials, structuring loan solutions, and leveraging CRM data to improve client retention and business growth. Additionally, you will assist with business development initiatives.

Key Responsibilities

Financial Analysis & Loan Structuring (50%)

• Assess clients’ financial situations to determine suitable mortgage products.
• Research lender policies and identify the best loan options.
• Prepare loan recommendations and assist in application submissions.

Client Follow-Up & Business Development Support

• Implement a structured approach to client follow-ups (loan anniversaries, fixed rate expiries, refinancing opportunities).
• Proactively seek client referrals and opportunities within their network.
• Support the owner in maintaining client relationships with a disciplined approach.

Operational Efficiency & CRM Utilisation

• Leverage CRM reports to identify opportunities (e.g., expiring fixed rates, loan anniversaries).
• Improve internal processes to drive efficiency and client engagement.
• Drive data accuracy and efficiencies.

Technology & Social Media Support

• Assist with content creation for social media (no SEO expertise required).
• Ensure messaging aligns with business goals and client engagement strategies.
• Utilise technology to improve business workflow and reporting.

About You

To be successful in this role, you should be:

• Highly analytical and detail-oriented, with a strong grasp of financial analysis.
• Structured and disciplined, ensuring consistent follow-ups and business processes.
• Proactive and initiative-driven, identifying opportunities and driving efficiencies.
• Tech-savvy, comfortable working with CRM systems and supporting digital content.
• A great communicator, able to engage clients professionally while assisting with business growth.

What We Offer

• Opportunity to be part of a growing, dynamic mortgage broking business.
• A role that balances financial expertise with business development.
• Training and mentorship to enhance your skills and career growth.
• A supportive work environment that values initiative and client focus.
• A focus from the business owner in mapping our your own financial future, just as we do our own clients
• Work from home flexibility
• 6 days extra leave per annum

How to Apply
If you are ready to take on a role where your financial skills and structured approach can make a real impact, we’d love to hear from you. Apply now with your CV and a short cover letter outlining why you’re the perfect fit for our team.