Findex are a privately-owned provider of integrated financial services and offer an extensive range of wealth management, investment, lending and insurance services to help individuals and businesses manage and grow their wealth and protect their assets.Are you a multi-talented Lending Adviser who loves their clients like we do?
Are you a multi-talented Lending Adviser who loves their clients like we do?
This is a perfect opportunity for someone from a banking or broker background who wants to explore the limitless opportunities of developing rewarding clients’ relationships with the added support of a well-established business and referral network in our local offices.
You will be responsible for packaging business and home loan transactions for our Findex customers and presenting them to funders. In this capacity, you will be able to negotiate terms with funders and ensure that you are meeting all the external (Bank) and internal credit and risk guidelines.
TELL ME MORE…
Now, diving into the nitty gritty details, you will be responsible for:
1. Managing, developing and promoting Findex offering, ensuring that growth, profitability and customer service targets are met
2. Identifying potential and future equipment finance, home loans and small business loans with existing Findex customers and prospects
3. Submitting proposals to funders on behalf of clients and acting as first point of contact for client queries and commercial lending advice
4. Provide professional debt advisory services to a range of Findex customers
5. Ability to develop both internal and external referral sources particularly via digital channels such as teams
THE PERKS…
6. A genuine opportunity for long-term career progression
7. Competitive remuneration package plus attractive incentives
8. True ownership and autonomy of your role
9. Dynamic, flexible work arrangements that allow you to work from home or the office;
10. Employee benefits including: health insurance benefits, employee assistance program, wellbeing benefits and staff social events
Now, let’s talk about you!
You are someone with…..
11. Solid experience in a Business and Retail/Home loans within a bank or broker house
12. A results-driven team player that is proactive with strong business acumen
13. Proven experience of Credit writing and experienced with using Excel, Word and standard Microsoft applications.
14. Solid ability to build and maintain positive relationships with internal and external stakeholders
15. Diploma of Finance & Mortgage Broking Management or a Cert IV in Financial Services (Finance & Mortgage Broking)
Why Findex?
Findex is building a workplace that is unrestrained by geography and hierarchy. A workplace that is connected through technology. A workplace that values your needs and allows you to be the best version of yourself
With a focus on empowering our people to work in a way that best meets their needs and those of their team and clients, the career growth of Findex employees isn’t limited by their location. We attract, retain, and promote people who share a sense of purpose and belonging. And we have a passion for creating opportunities for growth and sustainability that ripple throughout metropolitan and regional communities.
Next Steps?
Apply now – we can’t wait to hear from you! Please note, you will be directed to our careers page to apply.
Please note:
Only candidates with valid work rights within Australia/New Zealand in which this position is based will be considered.
This role is being managed by Findex Talent Acquisition and we will not accept unsolicited resumes/applications from Recruitment Agencies.