Financial Services Professional
2 days ago
Findex is a leading provider of integrated financial services, offering a diverse range of wealth management, investment, lending, and insurance solutions to individuals and businesses.
We are seeking an experienced Financial Services Professional to join our team. In this role, you will have the opportunity to work with a dynamic and well-established business, leveraging your skills and expertise to deliver exceptional results.
The ideal candidate will possess solid experience in business and retail/home loans within a bank or broker house. You will be a results-driven team player with strong business acumen, able to build and maintain positive relationships with internal and external stakeholders.
In terms of qualifications, we require a Diploma of Finance & Mortgage Broking Management or a Cert IV in Financial Services (Finance & Mortgage Broking). If you have a proven track record of credit writing and experience using Excel, Word, and standard Microsoft applications, you will be well-positioned for success in this role.
About the Role- Packaging business and home loan transactions for Findex customers and presenting them to funders.
- Negotiating terms with funders and ensuring compliance with external (Bank) and internal credit and risk guidelines.
- Managing, developing, and promoting Findex offerings to meet growth, profitability, and customer service targets.
- Identifying potential and future equipment finance, home loans, and small business loans with existing Findex customers and prospects.
You will receive a competitive remuneration package, including attractive incentives and dynamic, flexible work arrangements that allow you to work from home or the office. We also offer employee benefits such as health insurance benefits, an employee assistance program, wellbeing benefits, and staff social events.
About FindexFindex is building a workplace that is unrestrained by geography and hierarchy. A workplace that is connected through technology. A workplace that values your needs and allows you to be the best version of yourself. With a focus on empowering our people to work in a way that best meets their needs and those of their team and clients, the career growth of Findex employees isn't limited by their location.
We attract, retain, and promote people who share a sense of purpose and belonging. And we have a passion for creating opportunities for growth and sustainability that ripple throughout metropolitan and regional communities.
How to ApplyIf you are a motivated and experienced financial services professional looking for a new challenge, please apply now. We look forward to hearing from you.
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