This is an exceptional opportunity to progress in your mortgage advising career within a rewarding team environment.

About Prosperity

Join a rapidly growing firm and team!

Prosperity is an award-winning, mid-tier AFR top 100 full-service firm. We care about our people and pride ourselves on our values of trust, respect and transparency, creating a supported culture and shared purpose in what we do. PAG is accredited as a Great Place to Work and has an excellent culture, plus modern, attractive offices in three CBD locations.

Benefits

• Highly Competitive Salary Package + Bonus (high base salary without commission)
• Balance Scorecard Bonus
• High Volume of Internal Leads
• Extensive Employee Benefits, including Fitness Passport
• Regular planned social events
• Novated Leasing
• Staff Lending

Skills and Experience

• ESSENTIAL: Cert IV of Finance and Mortgage Broking Management (or equivalent)
• Diploma of Finance and Mortgage Broking Management (or equivalent)
• 3-5 years experience in a similar role in mortgage advising/lending
• Current broker with MFAA or FBAA
• Exceptional client service, negotiation and communication skills
• Strong analytical skills
• High ethical and service standards

About the Role

We are seeking a talented broker with a strong client focus to ensure the continued delivery of exceptional service within our financial services team. With a proactive and results-driven approach, you will maintain and develop relationships with existing and new clients.

With a high volume of internal leads, high average deal size and existing lending book, this role is attractive to anyone successfully operating as a broker looking to maximise opportunities. The deals are largely residential, but commercial experience is preferred.

Our lending team is located in three office locations: Sydney, Brisbane, and Newcastle.

With over 190 employees, Prosperity Adviser's Group (PAG) offers a comprehensive suite of financial solutions, such as business advisory and tax, wealth planning, novated leasing, payroll, salary packaging, and lending.

Key Responsibilities

• Proactively actioning internal leads and direct enquiries
• Identifying client needs and obtaining a thorough understanding of their financial position
• Assessing financial documentation and ensuring the collection and submission of necessary supporting mortgage documentation
• Maintaining relationships with existing clients and seeking new business referrals
• Participating in and following up on sales campaigns
• Meeting KPI's and minimum monthly settlements

Join our team today!

Please visit our website or use the Apply button above.

For a confidential conversation or further insight, please contact our HR Manager, Charlotte Morgan on 02 4907 7259 or at workwithus@prosperity.com.au

Requirements