Mortgage Broker – Full-Time, Permanent

1 week ago

Melbourne, Victoria, Australia Clear Tax Full time $90,000 - $120,000 per year
Mortgage Broker – Full-Time, Permanent

Location: Point Cook, VIC

About Us

Clear Tax Accountants ) is a multi-award-winning and rapidly growing accounting and advisory firm with 6 offices across Australia and 2 overseas. We are known for our expertise in Taxation, Business Advisory, Accounting, SMSF Accounting, and Property Structures. As part of our expansion, we are excited to launch Mortgage Broking services as a new arm of our business, giving clients a holistic financial and lending solution under one roof.

The Opportunity

We are seeking an experienced and motivated Mortgage Broker to join our team on a full-time, permanent basis. This is a fantastic opportunity to be part of a busy and dynamic firm where qualified leads will be provided to you to convert, and you will have access to a large client base through our accounting and advisory network.

Key Responsibilities

  • Engage with qualified leads provided by the firm and convert them into successful loan settlements.
  • Provide tailored mortgage and finance solutions to clients across residential, investment, SMSF, Property Trust, and business/commercial lending.
  • Work closely with our tax and accounting teams to deliver integrated client solutions.
  • Manage the end-to-end loan process, including application, documentation, lender communication, and settlement.
  • Stay up to date with lender policies, compliance requirements, and market trends.
  • Build and maintain strong client relationships for ongoing referrals and repeat business.

Requirements

  • Accredited Mortgage Broker with a valid Australian Credit Licence (ACL) or ability to be appointed as a Credit Representative under our panel.
  • Minimum 2–3 years of proven experience as a Mortgage Broker.
  • Strong knowledge of residential, investment, and commercial lending products.
  • Experience working with Property Trusts, SMSF lending, and business clients will be highly regarded.
  • Accreditation with AFG (Australian Finance Group) will be an advantage.
  • Excellent communication and client service skills.
  • Ability to work independently and as part of a collaborative professional services team.
  • High level of attention to detail and compliance awareness.

What We Offer

  • Full-time, permanent role based at our Point Cook office.
  • A strong flow of qualified leads from our existing client base.
  • Competitive remuneration and commission structure.
  • Career growth opportunity as you help build and scale the mortgage broking arm within a highly regarded accounting firm.
  • Collaborative and supportive work environment with access to tax, accounting, and wealth planning experts.

How to Apply

If you are an experienced Mortgage Broker looking to take the next step in your career and join a respected, client-focused, and growing firm, we would love to hear from you.

Please send your resume and cover letter directly to

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