Financial Strategist
4 days ago
**About Us:** One Power is a leading financial services provider dedicated to empowering individuals through tailored financial solutions.
**Salary:** Competitive salary and benefits package for accelerated financial freedom.
Job Description:
We are seeking an experienced Finance Broker to join our team in Melbourne. As a Finance Broker at One Power, you will be responsible for redefining client expectations by crafting bespoke financial strategies that cater to their unique needs and objectives.
You will utilise our substantial business development support to conduct comprehensive assessments of assets, liabilities, and investments, and design plans aligned with long-term objectives. You will also lead a dedicated support team to ensure clients achieve exceptional financial success.
Key Responsibilities & Accountabilities:
- Ensure clients' expectations are surpassed.
- Develop customised financial strategies aligned with clients' unique circumstances and objectives.
- Conduct comprehensive client assessments to understand goals and constraints.
- Attend Masterclass events and conduct client interviews.
- Manage the client experience from application to settlement.
- Prepare, review, and submit documents in line with standards.
- Identify business opportunities and influence processing timelines.
- Develop a thorough understanding of loan products and policies.
- Communicate with third-party professionals and promote One Power branding.
- Maintain necessary accreditations and compliance standards.
Qualifications:
- Cert IV in Financial Services, Mortgage Broking (Mandatory).
- Diploma in Financial Services, Mortgage Broking (Optional).
- FBAA/MFAA Accreditation (Mandatory).
- Clear Police & Credit Report (Mandatory).
- 2-3 years industry experience (preferred although not essential).
- Accreditations with lenders as required.
Requirements:
- Proficient in consumer lending and related financial products (e.g., mortgage loans, property management, construction preferred).
- Exceptional verbal and written communication skills, service ethic, and attention to detail.
- Availability to work weekends.
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