
Financial Services Specialist
4 days ago
We are seeking a skilled Financial Services Specialist to join our team. This exciting opportunity will involve working in a dynamic environment, managing financial applications, ensuring legal compliance, and maximizing finance opportunities for customers.
Your responsibilities will include:
- Partnering with sales teams to provide F&I support and handle escalated cases.
- Liaising with credit analysts to meet application requirements and improve approval outcomes.
- Ensuring accuracy in finance submissions, logs, and forecasting.
- Selling bundled products like service plans and ensuring proper inclusion in contracts.
- Managing end-to-end commercial applications and supporting business development centre customers.
- Following up on cash deals to maximize F&I opportunities.
- Adhering to compliance standards, including regulatory requirements and privacy provisions.
The successful applicant will have the following attributes:
- Previous experience in financial services.
- Ability to thrive in a fast-paced environment under pressure.
- Strong written and verbal communication skills.
- Excellent multitasking, attention to detail, and organizational abilities.
- Confidence with Microsoft Office and digital platforms.
- A customer-focused approach with the ability to adapt to diverse needs.
- Accreditation by relevant financiers.
- Previous exposure to the automotive industry, specifically in F&I - desirable.
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Financial Planner
1 week ago
Melbourne, Victoria, Australia Lakeside Financial Full timeOverviewLakeside Financial is a boutique financial services company dedicated to providing exceptional advice for individuals and businesses on wealth growth and protection.With specialist advisors and a holistic approach across Personal Risk Insurance, Lending, Financial Planning, Wills and Estate Planning, and Accounting, Lakeside Financial delivers...
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Financial Planner
4 days ago
Melbourne, Victoria, Australia Lakeside Financial Full timeOverviewLakeside Financial is a boutique financial services company dedicated to providing exceptional advice for individuals and businesses on wealth growth and protection. With specialist advisors and a holistic approach across Personal Risk Insurance, Lending, Financial Planning, Wills and Estate Planning, and Accounting, Lakeside Financial delivers...
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Financial Planner
2 weeks ago
Melbourne, Victoria, Australia Lakeside Financial Full timeOverviewLakeside Financial is a boutique financial services company dedicated to providing exceptional advice for individuals and businesses on wealth growth and protection. With specialist advisors and a holistic approach across Personal Risk Insurance, Lending, Financial Planning, Wills and Estate Planning, and Accounting, Lakeside Financial delivers...
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Financial Planner
2 weeks ago
Melbourne, Victoria, Australia Lakeside Financial Full timeOverviewLakeside Financial is a boutique financial services company dedicated to providing exceptional advice for individuals and businesses on wealth growth and protection. With specialist advisors and a holistic approach across Personal Risk Insurance, Lending, Financial Planning, Wills and Estate Planning, and Accounting, Lakeside Financial delivers...
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Financial Adviser
4 weeks ago
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Financial Adviser
4 weeks ago
Melbourne, Victoria, Australia Tribeca Financial Full time2 days ago Be among the first 25 applicantsThis range is provided by Tribeca Financial. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.Base pay rangeA$110,000.00/yr - A$143,000.00/yrDirect message the job poster from Tribeca FinancialAre you an experienced Financial Adviser looking to work with a...
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Financial Services Specialist
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