We’re Hiring! Seeking another Finance Broker/Senior Finance Consultant

Presidio Group
Aug 23, 2017 · 2 min read

*Attractive Salary Package and Bonus Structure

The Company

We have developed a firm that has exceeded expectations, since inception in 2007. We now seek to drive harder, and position our Brand for long-term success in the Brisbane market.

Within the Group, the Mortgage Broking Business complements our Financial Planning and Specialist Self-Managed Superannuation Fund Advisory arm.

With a strong referral network and high expectations of yourself, you will have the opportunity to grow your own personal brand; and for the appropriate individual, equity will be offered.

The Role

We are seeking a driven Finance Broker with a proven track-record working in a dynamic and fast-paced environment. Whilst you will be provided with some referrals and support; you also love networking opportunities so as to build your own network of referral partners and leads, to generate new business. This is an city-central, office-based role, in a convenient location, so there is limited travel and after-hours work required.

A strong focus on strategic business development, quality advice and exceptional client service, is central to our long-term success.

You will manage the Finance Broking Business of the Group: your focus will be on all aspects of business development; managing support staff; attracting new residential, leasing and commercial business; and ensuring exceptional client care.

An entrepreneurial outlook is a must, and we will support your dynamism and innovative ideas.

The Ideal Candidate

  • Will have 5+ years industry experience in a similar role and highly motivated to achieve outstanding results.
  • Will be able to successfully operate within a small, high-performing and supportive team.
  • Proven ability to build loyal and enduring client and stakeholder relationships.
  • Intimate knowledge of the retail lending industry including sound credit risk awareness.
  • Ability to identify and anticipate clients’ full financial needs with proven ability to recommend products and services in line with these needs.
  • Ability to service self-employed clients which includes an understanding of financials and their relevance to the lending process.
  • Some experience in commercial lending and leasing would be preferred.
  • Proven ability to plan activities and manage time effectively to maximise outcomes.
  • Proven ability to work closely with other professionals to achieve great client outcomes (Financial Planners and Accountants).
  • Minimum Certificate IV or Diploma in Finance.

Please email your Cover Letter and Resume to enquiries.presidio@wb.com.au.

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Presidio Group

Written by

Specialist Financial Services and Lending Provider. We provide quality advice and proactive solutions for businesses and their owners.

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