About The Client

My Client is a dynamic, multi-disciplinary firm blending tax & accounting with bespoke mortgage broking services. Their large tax and accounting business fuels high-value, complex lending opportunities—giving their brokers a powerful advantage.

Unlike traditional brokers, you'll work within a tight-knit, highly supportive environment with seamless access to internal tax experts and loan support staff.

The Role

We're seeking a Mortgage Broker to manage clients from first meeting through to settlement. Your responsibilities will include:

• Leading client consultations and building trusted relationships
• Performing servicing calculations using financial statements, tax returns, and low-doc income (e.g., annualised BAS)
• Preparing and presenting financing proposals to lenders (residential, commercial, development, construction)
• Collaborating with our Loan Processor to gather documentation and streamline applications
• Coordinating with banks, BDMs, conveyancers for successful settlements
• Delivering exceptional customer experience aligned with our firm-wide performance standards
  
  

What You Bring

• 3+ years of relevant experience (skills matter more than duration)
• Diploma in Finance and Mortgage Broking Practice (or equivalent)
• Strong proficiency in interpreting company and trust financial statements, tax returns, and low-doc lending scenarios
• Ability to manage complex, multi-entity and high-value deals (e.g., multi-million dollar residential/commercial property, developments, construction projects)
• Excellent client relationship skills, attention to detail, and solution-driven approach
  
  

Why You’ll Love It

• Work within an open-plan, collaborative environment, enabling quick access to in-house tax and accounting experts
• Enjoy a strong culture of support, growth, and mentorship—with no ceiling to your development or potential leadership trajectory
• Attractive commission structure: Achieve 1.4× your salary threshold each quarter, then earn 25% of all upfront commissions thereafter
• Be part of a firm that handles diverse, high-calibre clients—including business owners, trusts, developers, and professionals—offering unmatched learning opportunities

Hiring Process

• Single-stage interview (in-person preferred, with flexibility if needed), conducted jointly by the Principal and the Operations Manager
• Includes a practical skills assessment featuring a real-world case (e.g., $11 million factory purchase scenario) to evaluate technical proficiency