Lending Adviser Financial Services

1 month ago


Sydney, Australia Prosperity Advisers Full time

Sydney FullTime
- Award-winning, full-service firm | Ranked 39 in AFR top 100
- Highly competitive salary package with extensive employee benefits
- Work in a dynamic and growing Team

**Develop your skills and further your career in advisory by creating and delivering solutions for clients.**

**About Prosperity**

Prosperity is an award-winning, mid-tier full-service firm, ranked 39 in AFR top 100. We care about our people and pride ourselves on our values of trust, respect, and innovation, fostering a supportive culture and shared purpose in creating the firm of the future. Prosperity is accredited as a Great Place to Work and has an excellent culture, plus modern, attractive offices in three CBD locations.
- 35 years in business
- 195 staff
- 14 Directors
- Member of LEA Global - the 2nd largest alliance in the World
- Strong revenue growth
- Enviable tech stack Innovative systems and software
- Collaborative and agile culture

**Benefits**
- Highly Competitive Salary Package
- Regular Learning and Development
- 6 Monthly Reviews
- Career Progression
- Extensive Employee Benefits
- Regular Social Events
- Novated Leasing
- Staff Lending
- Mentoring Program
- Fitness Passport

**About The Team**

PAG offers a comprehensive suite of financial services, including business advisory and tax, wealth planning, novated leasing, payroll, salary packaging, and lending. Our commitment to excellence and client success has made us a leader in the industry, and we’re looking to expand our Lending team to continue delivering top-tier financial solutions.

**About The role**

We are seeking an experienced Lending Adviser to join our dynamic and growing team. In this role, you will be responsible for providing expert lending advice to clients, helping them navigate their financing options, and ensure a smooth process. Your passion for building relationships, collaborating with others, and delivering exceptional customer service will be key to your success. A strong "can-do" attitude, combined with the ability to overcome challenges and drive results, is essential to thriving in this role.

**Role Responsibilities**
- Checking loan and compliance documents
- Communicating and liaising with other internal divisions of the business to see how we can meet internal client residential, investment and commercial lending needs.
- Business development activities.

**Qualifications**
- Cert IV of Finance and Mortgage Broking Management (or equivalent) and/or
- Diploma of Finance and Mortgage Broking Management (or equivalent)

**Experience Required**
- 2-3 years’ experience in a similar role in mortgage advising/lending
- Current broker with MFAA or FBAA
- Exceptional client service, negotiation and communication skills
- Strong analytical skills
- High ethical and service standards

**Location**

You will be based in our modern office in Sydney CBD.

**Join our team today**

**Job Details**:

Location:

Sydney
Work Type:

FullTime
Post Date:

2024-11-07
Close Date:

2024-12-07
Reference:

74



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