Finance Broker

THE BUSINESS
 

Momentum Wealth is Perth’s only full-service property investment consultancy, servicing clients Australia-wide. We work with investors and provide advice-driven service to help them achieve wealth through tailored property investment solutions.

THE ROLE 

We require an experienced mortgage broker to join our award-winning finance team who is looking to take their loan writing volumes to the elite level. Momentum Wealth brokers benefit from having a large database of high-income clients and prospects who are engaged through our comprehensive marketing and communication plan. In addition, we have a full-time broker support team who take care of all administrative duties allowing our brokers to focus on writing business. This allows our top loan writers to settle in excess of $100 million per annum. 

Unlike traditional broker roles, you’ll help clients develop both finance and property investment strategies, providing advice that extends well beyond lending.

As technology and AI continue to reshape the lending industry, this role offers the opportunity to become a trusted adviser, broaden your expertise and future-proof your career.

WHAT’S IN IT FOR YOU?

• Access to a database of 10,000 actively engaged prospects who are property investment focused 

• Full-time broker support team taking care of all admin duties, so you can focus on meeting clients and writing loans

• An opportunity to work with an innovative, industry leader

• A tailored marketing strategy to help you develop and maintain client relationships

• Salary options or commission only with retainer

• Access to high net-worth clients

• A department manager who supports and maintains an environment to allow our brokers to focus on doing what they do best - writing large volumes

• Company run property investment seminars for your clients

• Fantastic company culture that celebrates success and has fun along the way

• Flexible work from home arrangements

In addition to mortgage broking, Momentum Wealth provides a wide range of services that you will have the ability to offer your clients. These include:

• Property investment strategy

• Property acquisition (buyers’ agency)

• Property management

• Property development

• Residential development syndicates 

• Commercial property investment and funds management

REQUIREMENTS

To be part of our dynamic and high-achieving team you must have the following attributes:

• A passion for property investment

• An ability to work with property professionals to provide mortgage planning and loan services

• A high level of integrity, ensuring you uphold our core values & service charters in all client dealings

• A strong sense of accountability and willingness to not rely on others to do your job for you

As a Momentum Wealth finance broker, you will operate as part of a team of professionals responsible for presenting tailored investment strategies to qualified clients. You will possess an in-depth knowledge of property investment finance and associated loan structures. You will be responsible for compiling property and finance strategies and other in-house documents, prior to completing the loan submission. You will be provided with broker support to help you achieve high volumes and a fantastic income. To work with us you must possess the following qualifications and skills. 

Essential

• Diploma in Finance Broking

• Current membership to the MFAA (or be willing to obtain)

• Proven ability to write $3million + per month and remain committed to achieve results

• A desire to refer clients to other services within the business

• An ability to think strategically

• Ability to follow a proven loan submission template and methodology

• A minimum of one years' mortgage broking experience

• Understanding of loan structuring and the property investment process

To be successful in this role, you will be a self-starter who is results and outcome-focused. You will have excellent customer service skills and be confident in building client relationships. As in your day-to-day life, you will work with complete personal accountability, strive to achieve objectives and not rely on others for work-place motivation and fulfilment.

APPLY NOW

Our clients and our team demand that we only recruit the best. If this sounds like the career for you, then call Caylum Merrick direct on 9221 6399 or submit your application via the apply now link. Resume and covering letter required. 

To find out more about our company, please visit our website at: www.momentumwealth.com.au