Financial Services Consultant

1 week ago


Melbourne, Victoria, Australia beBeeLending Full time $70,000 - $110,000

We are seeking experienced professionals for key lending roles. These positions offer a unique opportunity to work with a community-focused financial institution and make a positive impact on people's financial lives.

Job Description

The Home Loan Specialist role is an in-branch position that involves working closely with customers to deliver end-to-end home lending solutions. Key responsibilities include:

  • Managing home loan applications and customer relationships
  • Delivering in-person, phone, and virtual lending consultations
  • Identifying cross-selling opportunities for insurance and financial products

The Mobile Lending Manager role is ideal for a self-motivated lending professional who enjoys building relationships in the field. Key responsibilities include:

  • Conducting lending appointments at flexible times and locations
  • Building strong referral networks and growing community engagement
  • Managing loans from application to settlement
Requirements

To be successful in these roles, you will need:

  • RG146 Tier 2 certification (or willingness to obtain)
  • Previous banking experience required
  • Cert IV in Financial Services or relevant experience
  • Solid understanding of lending processes and NCCP compliance
  • Strong interpersonal and communication skills
  • Proven ability to manage client relationships and drive results
What We Offer

We offer a collaborative and community-focused team environment, where you can grow your skills and make a real difference in people's lives.


  • Booking Consultant

    1 week ago


    Melbourne, Victoria, Australia Randstad - Banking & Financial Services Full time $45,000 - $60,000 per year

    About the Role:Based in Melbourne's CBD, you will work for a leading financial services provider and be responsible for calling customers in oder to book them in for customer consultations. This is a phone-based role working in a friendly and supportive team environment. This is a 3-4 week role with possiblity for extension. WHV visa holders are encouraged...


  • Melbourne, Victoria, Australia Davidson Full time

    Join to apply for the Head of Financial Services Consulting role at Davidson4 days ago Be among the first 25 applicants Join to apply for the Head of Financial Services Consulting role at Davidson Get AI-powered advice on this job and more exclusive features.Head of Financial Services Consulting Melbourne / Sydney Full-time, hybrid - flexibility to travel...

  • Sales Consultant

    1 week ago


    Melbourne, Victoria, Australia Randstad - Banking & Financial Services Full time $100,000 - $200,000 per year

    Join a well-respected provider of private health insurance sales across Australia in a full time permanent Sales Consultant position.What's in it for you:Competitive base salary + uncapped commissionsExperienced candidates can expect an OTE of $200,000+ p.a.All warm sales calls, NO cold callingExcellent career development opportunities and strong investment...


  • Melbourne, Victoria, Australia Chatham Financial Full time

    Hedge Accounting Consultant**Overview**:Chatham's Hedge Accounting Practice is a thought leader in our industry. Our team members advise clients on the design and implementation of hedge accounting strategies on high-profile hedging transactions. We consult on a high volume of transactions annually, each with its own set of facts and circumstances, which...


  • Melbourne, Victoria, Australia beBeeFinance Full time $70,000 - $75,000

    Role OverviewThis position involves working with clients to support their financial goals and help them overcome financial obstacles.The successful applicant will be responsible for conducting consultations, confirming client goals, and ensuring compliance with relevant policies.Key ResponsibilitiesConfirm client's borrowing capacity and home and land...


  • Melbourne, Victoria, Australia Insignia Financial Full time

    Engagement Consultant- Max Term Opportunity**The opportunity to join our team**Our Engagement Consultants are here to identify and implement opportunities for our clients and empower them to feel confident in making decisions about their superannuation. This is a phone-based role, but you will have the opportunity to develop various other important skills...


  • Melbourne, Victoria, Australia beBeeTax Full time $90,000 - $120,000

    Senior Tax Accountant/ManagerWe are seeking a client-focused professional to join our accounting team. The ideal candidate will have experience in taxation consulting and compliance services, as well as business advisory consulting services.The successful candidate will have a strong understanding of the Australian Tax System and statutory financial...

  • Strategy Consultant

    7 days ago


    Melbourne, Victoria, Australia Insignia Financial Full time

    Shape strategy and innovation across the enterprise and business units Turn insights into impact through analysis, modelling, and executive-ready recommendations Collaborate and influence senior stakeholders to drive transformation Location: Sydney About the RoleThe Strategy Consultant supports the development and execution of enterprise and business unit...

  • Financial Consultant

    2 weeks ago


    Melbourne, Victoria, Australia Zone It Solutions Full time

    Overview We are looking for a proactive and experienced Financial Consultant to provide expert advice and guidance to our clients on financial strategies, investment opportunities, and risk management.In this role, you will analyze financial data, develop financial models, and create actionable recommendations to help clients achieve their financial...

  • Financial Consultant

    2 weeks ago


    Melbourne, Victoria, Australia Zone IT Solutions Full time

    OverviewWe are looking for a proactive and experienced Financial Consultant to provide expert advice and guidance to our clients on financial strategies, investment opportunities, and risk management. In this role, you will analyze financial data, develop financial models, and create actionable recommendations to help clients achieve their financial...