
Senior Investment Finance Broker - 2IC to Head of Investment Finance
Platinum People Group
Posted 16 days ago
Are you a high-performing investment finance broker who’s deeply passionate about property? Have you built your own successful portfolio and feel driven to help others do the same? Are you ready to take the next step in your career, mentoring others, contributing strategically, and playing a key leadership role—without the full responsibility of running the team just yet?
This is not your typical broking role. Our client is a well-established, high-performing business with a strong reputation in strategic property investment advice. Their clients are fully committed, pay for premium service, and expect deep expertise. With a strong and growing client base, they’re now looking for a Senior Investment Finance Broker to act as the 2IC to the Head of Investment Finance Broking—playing a key role in both execution and leadership.
Why This Role is Different
Step into Leadership: Support and collaborate with the Head of Investment Finance, helping to mentor junior brokers and contribute to team performance and culture.
Strategic Broking at Its Best: Work with high-calibre clients who pay for strategy-first advice. This is broking with purpose—not just transactions.
Thriving Pipeline: With strong inbound enquiry and a committed client base, you’ll focus on delivering results, and converting leads.
Your New Role
Provide strategic investment finance advice to a steady pipeline of committed clients.
Contribute to the development and improvement of internal processes and client experience.
Mentor junior brokers and support the Head of Investment Finance Broking.
Stay ahead of industry trends and apply innovative lending strategies to support clients’ investment goals.
Work alongside a broader team of Property Wealth Planners to deliver integrated outcomes.
Your New Employer
Our client is a high-performing, fast-growing business that has carved out a unique niche in property investment advisory and investment finance. With a strategy-first approach and clients who pay for premium service, they offer an exceptional environment for brokers who want to do meaningful work and have a real impact.
Who You Are
An experienced mortgage/investment finance broker with a track record of success.
A property investor yourself, with a strong belief in the power of strategic property investment.
A mentor and team player—ready to support junior brokers while continuing to grow your own skills.
Proactive, commercially savvy, and passionate about client outcomes.
Open to stepping into a broader leadership position in the future.
Why Join This Business?
Culture-first organisation that genuinely cares for its team and clients.
Abundant leads and a high-performing client base—no cold calling required.
Clear pathway to senior leadership as the business continues to grow.
Be part of a purpose-driven team helping Australians build long-term wealth.
If you're ready to take a step up, grow into leadership, and be part of a high-performance team, we want to hear from you.
Apply now or contact Roland Youakim for a confidential discussion.
About Platinum People Group
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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