Commercial & Residential Lending Adviser/Broker – High Profile Financial Planner

Other Permanent / Full Time

Holly is passionate about the Financial Services Industry and is an expert in her field. Holly is passionate about making recruitment personal. She understands the need for honesty, integrity and compassion in her work. She aims to make the recruitment process seamless and an enjoyable experience for both candidates and clients.

Recruiter :
Holly Charters

Holly Charters
Why is this the role for me? 

Join a highly regarded firm who pride themselves on their technical expertise and industry experience.
  • Generous salary and commission package
  • Leads provided - look after a busy book of HNW clients (medical professionals, hospitality and construction) 
  • Diverse product offering 
  • Large firm with exposure to Financial Services, Professional Services, Insurance & Employee Benefits 
  • Work very closely with the company Directors - with excellent training and development opportunities
What will my day to day look like? 

You will establish, develop and maintain relationships in the commercial and personal lending arena. You will be responsible for developing and maintaining a lending service for the firm's corporate and personal clients by  addressing their lending requirements using an appropriate lending provider.

You will also: 
  • Establish and maintain relationships with Principal Advisers to source
  • lending opportunities within their client portfolios
  • Maintain relationships with existing clients and establish alliances with external clients
  • Establish, develop and maintain relationships with Lender BDM (residential) and Bank RM (Corporate)
  • Attend and participate in professional development training and networking events
  •  Develop and implement new services to be offered to clients (as required)
  • Prepare loan applications/ submissions
  • Follow up with Letters of Offer to clients
  • Arrange valuation reports
  • Coordinate settlements with clients solicitor and lending provider
  • Liaise with clients and lending provider throughout the loan process
What skill and experience will I need?

You have 2 - 5+ years' experience in Business Development/Sales or Lending Advisory within Commercial Lending/Broking. You also have a strong understanding and knowledge of current industry trends to assist with benchmarking lending services

You also have: 
  • Relevant tertiary qualification
  • MFAA or FBAA membership
  • Outstanding client relationship skills with a proven track record of building a client base
  • Exceptional interpersonal and negotiation skills
  • Excellent verbal and written communication and interpersonal skills to establish, develop and maintain strong working relationships with internal and external clients
  • Ability to coordinate and administer the loan process in a timely and accurate manner
  • Ability to coach and work with the Lending team to achieve the goals and objectives required
Sounds Great! How do I apply?

If you possess a high level of determination and are dedicated to establishing yourself as an integral part in our client's business, Apply Now or contact John Hill Or Holly Charters at Succession Recruitment on 8123 1145.

Referral reward: $500

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