This is a commission-only opportunity for a driven mortgage broker who wants to maximise their earning potential with the backing of an established business. Whether you're an experienced broker or ready to transition into broking, you'll have access to an existing client database, ongoing lead opportunities, dedicated onshore and offshore administrative support, CRM, compliance and lender systems, mentoring, and flexible working arrangements. If you're motivated, client-focused, and excited by the opportunity to build your own book while leveraging our support and infrastructure, we'd love to hear from you.
Key responsibilities
- Manage client enquiries from initial contact through to settlement
- Conduct detailed fact finds and needs analysis
- Assess loan servicing and suitability across multiple lenders
- Structure lending solutions for owner-occupiers, investors and refinancers
- Present recommendations and loan options to clients
- Gather supporting documentation and maintain compliance records
- Liaise with lenders, solicitors, conveyancers and other stakeholders
- Maintain regular contact with clients throughout the application process
- Generate business through referrals, networking and relationship management
- Conduct annual client reviews and identify retention opportunities
About you
- Certificate IV in Finance and Mortgage Broking
- Strong communication and relationship-building skills
- High attention to detail
- Ability to work autonomously
- Solid customer service focus
- Current Australian driver's licence
- Minimum 2 years experience in mortgage broking, banking, or lending
- Diploma of Finance and Mortgage Broking Management (highly regarded)
- Existing referral relationships (highly regarded)
- Experience with aggregator and lender systems (highly regarded)
About us Protego Finance is a growing Adelaide-based mortgage brokerage helping everyday Australians and small business owners achieve their financial goals. We pride ourselves on providing personalised advice, exceptional service, and long-term client relationships. We have an established client base, solid referral networks, dedicated administrative support, and access to a wide range of lenders.
Benefits
- Access to an established client book and referral opportunities
- Strong administrative and compliance support
- Flexible work arrangements
- Ongoing mentoring and professional development
- Industry-leading technology and systems
- Collaborative and supportive team culture
- Genuine career growth opportunities