Financial Specialist

1 week ago

Brisbane, Queensland, Australia beBeeFinancial Full time $40,000 - $60,000

Job Summary:

We are seeking an experienced Financial Specialist to join our team. In this role, you will be responsible for assisting clients in securing loans, conducting financial assessments, comparing loan products, and liaising with financial institutions.

The ideal candidate will have a strong background in finance and commercial finance, as well as excellent communication and customer service skills. They will also possess strong analytical and problem-solving abilities, and the ability to work independently and as part of a team.

Key Responsibilities:
  • Financial Assessment and Comparison
    • Conduct thorough financial assessments and comparisons of loan products to ensure clients receive the best options available.
  • Loan Application Preparation and Liaison
    • Prepare loan applications and effectively liaison with financial institutions to facilitate the lending process.
  • Client Guidance and Advice
    • Provide expert guidance and advice to clients throughout the lending process, ensuring they understand their options and make informed decisions.
Requirements:
  • Financial Planning and Services Skills
    • Demonstrated experience in financial planning and services, including financial modeling, budgeting, and forecasting.
  • Finance and Commercial Finance Experience
    • Proven track record of success in finance and commercial finance roles, with a strong understanding of financial markets and instruments.
  • Insurance Knowledge
    • Familiarity with insurance products and policies, including life insurance, health insurance, and disability insurance.
  • Communication and Customer Service Skills
    • Excellent verbal and written communication skills, with the ability to communicate complex financial concepts to clients.
  • Analytical and Problem-Solving Abilities
    • Strong analytical and problem-solving skills, with the ability to analyze complex financial data and develop effective solutions.
  • Teamwork and Independence
    • Ability to work collaboratively as part of a team, while also working independently to achieve goals and objectives.
Seniority Level and Employment Type:

Entry-Level, Full-Time

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