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- Tasks: Lead our Banking & Finance division and develop innovative loan strategies.
- Company: Join Harts Financial Solutions, a dynamic consultancy in Wembley.
- Benefits: Enjoy a competitive salary, ongoing training, and a supportive work environment.
- Why this job: Make a real impact by helping clients manage and grow their wealth.
- Qualifications: Bachelors in Finance and Certificate IV in Finance & Mortgage Broking preferred.
- Other info: Great career development opportunities in a collaborative team.
The predicted salary is between 36000 - 60000 £ per year.
Harts Financial Solutions (HFS) is a privately owned consultancy business based in Wembley. We are dedicated to providing business owners and high net worth clients with tailored advice and strategies to help them grow, manage and protect their wealth. As their principle adviser, HFS is uniquely positioned to provide them with a fully integrated private client service which adds significant value to both their situation and team of trusted professionals.
Our advice framework is robust, incorporating the broad portfolio of our client's assets and business interests, and our advice is professional, clear and concise. We focus on advice and strategies, not transacting products, and as such we operate on a "fixed fee basis" with any commissions received being used to offset the cost of providing advice.
HFS operates under its own AFS & Credit Licence and is free from Institutional or Financial Service Product Provider ownership. Harts Financial Group Pty Ltd (ABN 80 128 903 962 / AFSCL 324390) is the independently owned Australian Financial Services Licence (AFSCL) holder.
HFS currently has one financial adviser supported by 4 administrative paraplanners and 3 technical paraplanners. All team members are fulltime and have comprehensive university and financial planning qualifications and exceptional academic records.
In order to maintain the quality of our advice and exceed our client's expectations in terms of service delivery, we employ the very best people. As we are only looking for people who strive for excellence, we are constantly on the lookout for the right people to join our motivated and dynamic team.
We believe we are uniquely placed to offer a total employment package to attract, retain and reward "best of breed" individuals. Our formula is clear and simple:
- We lead through example - everyone plays by the same rules, even the directors!
- We provide you with the very best work environment with state-of-the-art offices and only the best equipment
- We demand strong ethics, professionalism and honesty at all times
- We provide you with the right culture to enable you to strive for excellence and be recognised for your achievements
- We have developed the absolute industry best workflow management systems & tools
- We have developed the absolute best client financial analysis software to manage the integrated delivery of complex financial and finance solutions
- We provide you with ongoing education, training & mentoring both in your work role and personal wealth creation
- We reward you with the right financial incentives for delivering added value to clients and the business
- We provide the right career development opportunities in terms of responsibility progression
As an unrivaled "full service" boutique advisory to the SME market, HFS provides comprehensive financial, commercial and credit advice to businesses owners, family groups and executives. Our clients are typically first generation business owners with net income of $500k to $5m p.a. combined with a strong balance sheet and debt of $1m to $50m.
Our services include:
- Private CFO
- Commercial / Business Consulting
- Structuring
- Project Management
- Advanced Financial Management & Modelling
- Advanced Risk Management & Benchmarking
- Banking and Finance
- Financial Advice, Property Advice and Investment Analysis
We are a true fee-for-service business that charges our clients fixed fees in providing and implementing our advice. We stand next to our clients and actively manage the inherent conflicts of interest that exist in the financial services & banking industries by accounting for all commissions and fees to our clients' files to offset the cost of any of our advice and services.
In championing this role your duties and responsibilities will include:
- Lead our Banking & Finance division
- Collaborate with financial adviser/broker, technical and administrative paraplanners
- Research and develop residential and commercial loan strategies
- Liaise with clients throughout the loan process
- Prepare loan proposal documents via MyCRM
- Prepare loan applications via ApplyOnline
- Track applications and settlements
- Monitor compliance and conduct annual reviews
- Liaise with banks during the application and settlement process
- Assist with staff training and development
To be considered for this role, you will preferably have completed the following:
- Bachelors Degree in Finance & Certificate IV in Finance & Mortgage Broking
To be considered for this role you will need to have the following experience:
- Minimum two year previous experience as a mortgage broker or home loan specialist and/or business banking role
- Strong knowledge regarding all industry administrative processes
- Strong industry loan product and credit policy knowledge
- Excellent time management skills and ability to multi-task
- Proactive approach to identifying and solving issues
- Ability to effectively manage workflow tasks
- Ability to work under pressure and meet deadlines
- Ability to work unsupervised
- Strong written & verbal communication skills with proven ability in relationship building
- Proficient in MS Office applications (Outlook, Word, Excel)
- Experience using industry workflow management systems
- Experience using mortgage broking software
If you believe that you can tick most of the above boxes, are committed to a long-term career in the finance industry, are committed to ongoing education, improvement and career development, and are not satisfied with your current role, then we would like to meet you.
If you would like to have an initial discussion prior to applying for this role, please contact Nigel Hart on 08 6380 7902 / 0412 375 378.
Please note that you must formally apply for this role via the "Apply" button below providing your Resume & Academic Record. We will contact you within 48 hours if your application has been short listed.
Mortgage Broker/Home Loan Banker/Business Banker in Wembley employer: Harts Financial Solutions Pty
Contact Detail:
Harts Financial Solutions Pty Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Mortgage Broker/Home Loan Banker/Business Banker in Wembley
✨Tip Number 1
Network like a pro! Get out there and connect with people in the finance industry. Attend events, join online forums, and don’t be shy about reaching out to potential colleagues on LinkedIn. You never know who might have the inside scoop on job openings!
✨Tip Number 2
Prepare for interviews by researching Harts Financial Solutions thoroughly. Understand their services and values so you can tailor your responses to show how you fit into their culture. Practice common interview questions and think of examples that highlight your skills and experience.
✨Tip Number 3
Follow up after your interviews! A quick thank-you email can go a long way in making a lasting impression. It shows your enthusiasm for the role and keeps you fresh in their minds as they make their decision.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, it shows you’re serious about joining our team at Harts Financial Solutions.
We think you need these skills to ace Mortgage Broker/Home Loan Banker/Business Banker in Wembley
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the role of Mortgage Broker/Home Loan Banker. Highlight relevant experience and skills that match what we're looking for, like your knowledge of loan products and client relationship management.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about finance and how you can contribute to our team at Harts Financial Solutions. Keep it concise but engaging!
Showcase Your Achievements: Don’t just list your responsibilities; showcase your achievements in previous roles. Whether it's closing deals or improving processes, we want to see how you've added value in your past positions.
Apply Through Our Website: We encourage you to apply through our website for a smoother application process. It helps us keep everything organised and ensures your application gets the attention it deserves!
How to prepare for a job interview at Harts Financial Solutions Pty
✨Know Your Stuff
Make sure you brush up on your knowledge of mortgage products and the financial services industry. Familiarise yourself with Harts Financial Solutions' approach to client service and their fee structure, as this will show that you're genuinely interested in their unique model.
✨Showcase Your Experience
Prepare specific examples from your previous roles that highlight your skills in managing loan applications, compliance, and client relationships. Be ready to discuss how you've successfully navigated challenges in the past, as this will demonstrate your proactive approach and problem-solving abilities.
✨Ask Insightful Questions
Come prepared with thoughtful questions about the company culture, team dynamics, and opportunities for professional development. This not only shows your enthusiasm for the role but also helps you gauge if HFS is the right fit for you.
✨Demonstrate Strong Communication Skills
Since relationship building is key in this role, practice articulating your thoughts clearly and confidently. Use examples to illustrate your communication style and how it has helped you build rapport with clients and colleagues in the past.
