About us

SMI Financial Solutions is an established, family owned business specializing in financial planning and mortgage broking, offering families a single destination for their financial advice needs. With a focus on residential and investment mortgages, we pride ourselves on our deep industry expertise, integrity, and client-centric approach. Our team comprises experienced professionals who are passionate about helping clients achieve their property ownership and investment goals.

We work collaboratively with a broad panel of lenders to ensure our clients receive competitive rates and terms that suit their unique circumstances.

As we grow our team at our new Northern Beaches office, our existing brand and back office resources will support the establishment of a local network, and a new client base.

About the Role

This is an exciting opportunity to join our brand new Northern Beaches office as a Mortgage Broker, working within a professional, client-focused team. You’ll be responsible for sourcing and managing a portfolio of clients, helping secure the best loan solutions for our clients to achieve their financial goals.

With the support of our loan processing team, you’ll be able to focus on delivering exceptional client service. We offer flexible working arrangements, allowing you to have scheduled work from both our Northern Beaches office and your home office.

Key Responsibilities

- Meeting with clients to assess their financial circumstances, borrowing needs and property investment goals
- Research and present tailored lending solutions while meeting Best Interests Duty (BID) and compliance requirements.
- Guide clients through the loan application process, ensuring an outstanding customer experience.
- Building and nurturing client relationships to generate referrals and repeat business
- Build and maintain relationships with our Financial Advisors and referral partners, keeping them proactively informed throughout the loan process.
- Stay up to date with mortgage industry trends,



products, policies, and regulations.

Your skills and experience

- Minimum 2+ years of experience as a Mortgage Broker with a proven track record of delivering positive client outcomes.
- Certificate IV in Finance and Mortgage Broking (minimum requirement).
- Strong understanding of the Australian mortgage and finance market, including loan products and lender policies.
- Strong analytical and problem-solving skills to identify the best lending solutions for clients.
- Highly organized with the ability to manage multiple clients and applications efficiently.
- Self-motivated with the ability to work autonomously while collaborating within a supportive team environment.
- A results-driven mindset with demonstrated ability to meet and exceed sales targets
- Excellent communication and interpersonal skills with the ability to build rapport with clients from diverse backgrounds.
- Sound understanding of compliance, privacy and responsible lending obligations

What we offer At SMI Financial Solutions, we foster a supportive and collaborative workplace that empowers our team. Our benefits include:

- Flexible working conditions – Hybrid role (Northern Beaches office & WFH)
- Market-competitive salary package commensurate with experience and qualifications
- Performance-based incentives recognising your contribution to business success
- Versatile work arrangements to support a healthy work-life balance

Apply now Build something meaningful on the Northern Beaches. This is a rare opportunity to step into a mortgage broker role where you can deliver outcomes that genuinely improve families’ financial confidence—backed by the resources, reputation and support of an established business.

If you are an experienced Mortgage Broker seeking a new opportunity with a reputable firm, we would like to hear from you. Please submit your resume, cover letter, and details of your mortgage broking credentials to SMI Financial Solutions. We look forward to reviewing your application and discussing how you can contribute to our team.

📌 Mortgage Broker (Mona Vale)
🏢 SMI Financial Solutions
📍 Mona Vale