Mortgage Broker Assistant

Peer Wealth is a family owned boutique firm based in Manly NSW, offering accounting and wealth management services. Peer Wealth utilises a wide range of financial products and services to provide clients with a wealth of support. We have a team of highly dedicated people who all understand the importance of working together to achieve a common goal. 

 

The Opportunity: 

We are seeking a highly motivated and organised professional to join our mortgage broking team. The role will work closely with our senior mortgage broker, assisting them with pre lodgement. Ideally the candidate will have strong desires to progress into a qualified mortgage broker.   

 

 

Successful Candidate: 

  • Strong organisation skills 

  • Excellent communication skills  

  • Mathematical competence 

  • Positive attitude 

  • Attention to detail 

  • Ambition / drive 

  • Interest in finance, property and/or mortgage broking 

  • Self-motivated with the ability to be proactive 

 

The Role: 

  • Supporting our senior mortgage broker with the applications process, 

  • Managing client relationships and information, 

  • Organising loan applications and documentation, 

  • Communicating with lenders and other key contacts, 

  • Phone and email client communication 

  • Uploading submissions to CRM, AFG FLEX and various lender portals 

 

What you will get in return: 

  • 1 on 1 support and guidance from our senior mortgage broker to progress your career 

  • A full-time permanent position 

  • Friendly and supportive office culture 

Apply Now:

Applicants are required to submit a current resume and cover letter outlining your recent experience and skills and how they match those listed above.  We will consider the suitability of your skills, knowledge, qualifications and experience for the roles we have available. 

2017 SNB Business of The Year

2017 

Professional Services Award

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Important Information

Peer Wealth Pty Ltd is a Corporate Authorised Representative (Representative No, 001281977) ABN 24 115 294 463 of Futuro Financial Services Pty Ltd, Australian Financial Services Licensee (AFSL 238478)

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P: (02) 8014 7608

E: info@peerwealth.com.au

Postal Address:

PO Box 444

Manly NSW 2095

This website contains general advice only. You need to consider with your financial planner (or adviser), your objectives, financial situation and your particular needs prior to making an investment decision. Futuro Financial Services Pty Ltd and its authorised representatives (or credit representatives) do not accept liability for any errors or omissions of information supplied on this website.

Liability limited by a scheme approved under Professional Standards Legislation.* *Other than for the acts or omissions of financial services licensees

Peer Wealth Manly:

Suite 202b, 39 East Esplanade

Manly NSW 2095

Peer Wealth Forster:

Shop 2, 12 Wallis Street

Forster NSW 2428

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