Finance Broker – Savvy Henley Beach
Location: Adelaide, SA
Employment Type: Full-time
Business: Savvy Henley Beach
About Savvy Henley Beach
Savvy Henley Beach is a locally owned finance brokerage helping individuals and businesses find competitive finance solutions across a wide range of lenders.
Operating with Savvy since ****, we specialise in asset finance while also assisting clients with personal loans, business finance, equipment finance, debt consolidation and other lending solutions.
With access to a large panel of lenders and a growing client base, Savvy Henley Beach is entering its next stage of growth. With a new office and continued expansion planned, we are looking for the right person to join the business and develop into a successful Finance Broker.
The Role
We are looking for a motivated Trainee Finance Broker who wants to build a long-term career in finance and lending.
This is an entry-level opportunity where you will work directly alongside an experienced Finance Broker and learn the entire finance process from initial enquiry through to settlement.
No previous finance broking experience is required. We are more interested in finding someone with the right attitude, communication skills, work ethic and willingness to learn.
You will initially focus on assisting with client enquiries, gathering information, preparing applications and supporting the day-to-day lending process. As your knowledge and confidence grow, you will progressively take ownership of clients and develop into a fully functioning Finance Broker.
Key Responsibilities
Respond to recent finance enquiries and speak with prospective clients
Assist clients with completing finance applications
Gather and review supporting documentation
Learn how to assess client circumstances and borrowing requirements
Prepare and submit applications to lenders
Communicate with lenders, dealerships and clients throughout the approval process
Follow up outstanding applications, documents and approvals
Assist with loan settlements




Maintain accurate client and CRM records
Learn lender policies, credit requirements and finance structures
Provide a high level of customer service throughout the lending process
Develop your own client base and referral network as your experience grows
What We're Looking For
The successful applicant will ideally be:
Confident speaking with people over the phone
Professional and personable
Highly organised
Comfortable working in a fast-paced environment
Motivated by goals and performance
Persistent and comfortable following up clients
Able to communicate clearly and build rapport quickly
Willing to learn and take feedback
Reliable and accountableComfortable using computers, CRMs and online systems
Interested in finance, cars, business or lending
Previous experience in sales, banking, finance, automotive, customer service, real estate or a similar client-facing environment would be highly regarded, but is not essential.
What We Offer
Full training in finance broking and lending
Direct mentoring from an experienced Finance Broker
Exposure to a broad panel of lenders and finance products
A clear pathway from trainee to Finance Broker
Opportunity to build your own client portfolio
Support with industry accreditation and professional development
A growing local business where your performance can directly influence your career progression
Exposure to vehicle finance, equipment finance, personal lending and business lending
Long-term career opportunities as Savvy Henley Beach continues to expand
About You
This role will suit someone who wants more than simply a job.
We are looking for someone who wants to learn a profession, become good at what they do and eventually manage their own clients and finance applications.
Finance broking is a relationship and performance-driven industry. The right person will be proactive, comfortable picking up the phone, willing to chase opportunities and genuinely enjoy helping clients achieve an outcome.
If you are ambitious, personable and willing to learn, we would like to hear from you.
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📌 Finance Broker (Adelaide)
🏢 Savvy
📍 Adelaide