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We're Hiring! Seeking Another Finance Broker/Senior Finance Consultant

Jason Cook - Wednesday, August 23, 2017

Individuals seeking long-term tenure need only apply.
Excellent Salary Package commensurate with your extensive experience in the industry.


The Company

We have developed a firm that has exceeded initial expectations, since inception in 2007. We now seek to drive harder, and position our Brand for long-term success in the Brisbane market.

Within the Group, the Mortgage Broking Business complements our Financial Planning and Specialist Self-Managed Superannuation Fund Advisory arm.

With a strong referral network and high expectations of yourself, you will have the opportunity to grow your own personal brand; and for the appropriate individual, equity will be offered.


The Role

We are seeking a driven Finance Broker with a proven track-record working in a dynamic and fast-paced environment. Whilst you will be provided with some referrals and support; you also love networking opportunities so as to build your own network of referral partners and leads, to generate new business. This is an city-central, office-based role, in a convenient location, so there is limited travel and after-hours work required. 

A strong focus on strategic business development, quality advice and exceptional client service, is central to our long-term success.

You will manage the Finance Broking Business of the Group: your focus will be on all aspects of business development; managing support staff; attracting new residential, leasing and commercial business; and ensuring exceptional client care.

An entrepreneurial outlook is a must, and we will support your dynamism and innovative ideas.


The Ideal Candidate

- Will have 5+ years industry experience in a similar role and highly motivated to achieve outstanding results.
  • - Will be able to successfully operate within a small, high-performing and supportive team.
  • - Proven ability to build loyal and enduring client and stakeholder relationships.
  • - Intimate knowledge of the retail lending industry including sound credit risk awareness.
  • - Ability to identify and anticipate clients' full financial needs with proven ability to recommend products and services in line with these needs.
  • - Ability to service self-employed clients which includes an understanding of financials and their relevance to the lending process.
  • - Some experience in commercial lending and leasing would be preferred.
  • - Proven ability to plan activities and manage time effectively to maximise outcomes.
  • - Proven ability to work closely with other professionals to achieve great client outcomes (Financial Planners and Accountants).
  • - Minimum Certificate IV or Diploma in Finance.

  • Please email your Cover Letter and Resume to enquiries.presidio@wb.com.au.


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    BUSINESS REVIEW

    Presidio Group Level 1, 32 Logan Rd, Woolloongabba Qld 4102 | PO Box 1186, Coorparoo DC Qld 4151

    p 07 3391 7055 | f 07 3217 3310 |

    Presidio Finance Consulting is the holder of Australian Credit License (ACL) 391109. Presidio Financial Services Pty Ltd trading as WB Financial is an Authorised Representative of Financial Wisdom Pty Ltd, ABN 70 006 646 108, with Australian Financial Services License (AFSL) 231138.