About the Company

Since 2010, this forward-thinking financial services business has been on a mission: to help Australians build wealth through smart, holistic strategies. What began as a partnership between a financial planner and a mortgage broker has grown into a group of entities offering financial advice, lending, and property investment guidance.

Backed by a trusted reputation and a loyal client base (many of whom have been with them for over a decade), the business has a stronghold in Melbourne’s outer suburbs and new development zones. The team is now gearing up for their next phase: growing from three to ten brokers, expanding into commercial and private lending, and with the prospective of listing on the ASX.

The Opportunity

We’re recruiting for two Mortgage Broker roles to support this growth—one focused on residential lending, the other on complex deals involving trusts, self-employed clients, and investment portfolios.

What makes this opportunity stand out?

• Backed by a team of 15 onshore and offshore processors, you’ll focus on what you do best: building relationships and helping customers.
• Access to credit coaches and the ability to workshop complex deals with senior advisors.
• Direct collaboration with a leadership team who trusts you to perform—no micromanagement here.

About You

You’re either:
A seasoned broker/banker settling $40M+ annually with a passion for complex lending and a sharp eye for structuring sophisticated deals
OR
A rising star who has already hit $20M+ per year and is hungry to level up in a supportive, performance-driven environment.

What you bring to the table:

• Prior experience with residential, investment, first home buyer, and self-employed loans
• A growth mindset and willingness to keep learning
• High attention to detail and strong client-first values
• Confidence in reading financial statements and navigating trust/company structures
• A genuine desire to build long-term client relationships—not just close one-off deals.
• Experience in banking (e.g., CBA, ANZ, Macquarie) or top broker groups will be highly regarded.

Why Join?

• Flexibility to work from home 1-2 days a week post-probation
• No late-night hustle or excessive KPIs—just a clear path to success
• A team culture that’s flexible, supportive, and customer-focused
• Monthly huddles and milestone celebrations to keep you connected
• Real input into marketing, strategy, and broader business decisions

Sound like you? Reach out for a confidential chat! This isn’t just a job—it’s a chance to be part of something big.