Recruitment Links Australia
Finance Broker
Greenacres, 5086, Adelaide, South Australia
Banking & Financial Services / Other
Full time
Posted 16/06/2025
Closes 16/07/2025
The business Tax Help Accounting located in Adelaide, is seeking to for a Finance Broker immediately which is a full-time position.
Benefits
Salary Range: $60,000.00 – $80,000.00 per year plus Superannuation
Task & responsibilities
- Meet clients to learn about their financial goals and needs.
- Offer advice on suitable loan and finance options.
- Research and compare loan products from different lenders.
- Recommend the best loan options based on the client’s situation.
- Help clients complete loan applications and gather the necessary documents.
- Submit applications to lenders and follow up on progress.
- Work with lenders to secure the best terms and interest rates for clients.
- Advocate for the client during the loan approval process.
- Ensure clients understand loan terms, repayment plans, and fees.
- Answer questions and address any concerns.
- Make sure all processes follow financial regulations and legal requirements.
- Keep accurate and secure records of client information.
- Maintain strong relationships with clients, lenders, and other industry professionals.
- Offer ongoing support to clients, including help with refinancing or future loans.
- Keep up with the latest financial products and market trends.
- Learn about changes in loan policies and regulations.
- Help clients understand their financial options and responsibilities.
- Provide tips for managing loans and repayments effectively
Qualification & experience
- The ideal candidate should have relevant qualifications, preferably a MBA, and a minimum of two years of work experience.
- Fluency in English is essential.
About Company
Tax Help Accounting providesa range of services that help business owners stay financially organized, tax compliant and that help prepare for business growth. For many years, we have been delivering our clients accounting advice and expert tax. We understand the need of Individuals and small businesses when it comes to accounting services who can tailor your needs. We help small businesses by providing insights on cash flow patterns, inventory management, pricing and business financing. Whether your needs are basic or complex, our range of innovative services will help you achieve your goals and create the financial freedom to do what you want, when you want, with whom you want.