An established and growing financial services business specialising in financial planning and mortgage broking is expanding its presence across North Sydney. The business provides clients with an integrated approach to their financial needs, with a strong focus on residential and investment lending. With an established brand, experienced team and strong back-office resources, the business is now looking to build out its mortgage broking offering in North Sydney. The successful candidate will have the opportunity to help establish a local network, develop new relationships and build a strong client base with the support of an established business.
About the Role
This is an exciting opportunity to join a growing North Sydney office as a Mortgage Broker, working within a professional and client-focused team. You'll be responsible for sourcing and managing clients, understanding their lending requirements and providing tailored loan solutions to help them achieve their financial and property goals. With dedicated loan processing support, you'll be able to focus on building relationships, generating new business and delivering an exceptional client experience. The role offers flexible working arrangements, with a combination of office-based and work-from-home flexibility.
Responsibilities
Meet 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 and ensure an outstanding customer experience
Build and nurture client relationships to generate referrals and repeat business




Develop and maintain relationships with Financial Advisers and external referral partners
Proactively communicate with referral partners throughout the lending process
Stay up to date with mortgage industry trends, products, lender policies and regulations
Contribute to the growth and development of the North Sydney lending business
Qualifications
Minimum 2+ years' experience as a Mortgage Broker with a proven track record of delivering positive client outcomes
Certificate IV in Finance and Mortgage Broking (minimum requirement)
Required Skills
Strong understanding of the Australian mortgage and finance market, including loan products and lender policies
Robust analytical and problem-solving skills
Highly organised with the ability to manage multiple clients and applications efficiently
Self-motivated and able to work autonomously while contributing to a collaborative team environment
Results-driven mindset with a demonstrated ability to meet and exceed sales targets
Excellent communication and interpersonal skills
Strong ability to build rapport and develop long-term client relationships
Sound understanding of compliance, privacy and responsible lending obligations
Preferred Skills
What's on Offer
Hybrid working - North Sydney office & WFH
Competitive salary package based on experience and qualifications
Performance-based incentives
Dedicated loan processing and back-office support
Opportunity to help build and grow a new North Sydney lending operation
Strong referral opportunities through an established financial planning business
Supportive and collaborative team workplace
Flexible working arrangements designed to support work-life balance
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📌 Mortgage Broker (Sydney)
🏢 The Andersen Partnership
📍 Sydney