Job Description

Finance Broker – Savvy Henley Beach n

Location: Adelaide, SA

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Employment Type: Full-time

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Business: Savvy Henley Beach

About Savvy Henley Beach n

Savvy Henley Beach is a locally owned finance brokerage helping individuals and businesses find competitive finance solutions across a wide range of lenders.

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Operating with Savvy since 2020, we specialise in asset finance while also assisting clients with personal loans, business finance, equipment finance, debt consolidation and other lending solutions.

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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 n

We are looking for a motivated Trainee Finance Broker who wants to build a long-term career in finance and lending.

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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.

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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.

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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 n

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- Respond to new finance enquiries and speak with prospective clients
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- Assist clients with completing finance applications
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- Gather and review supporting documentation
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- Learn how to assess client circumstances and borrowing requirements
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- Prepare and submit applications to lenders
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- Communicate with lenders, dealerships and clients throughout the approval process
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- Follow up outstanding applications, documents and approvals
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- Assist with loan settlements
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- Maintain accurate client and CRM records
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- Learn lender policies, credit requirements and finance structures
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- Provide a high level of customer service throughout the lending process
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- Develop your own client base and referral network as your experience grows
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What We’re Looking For n

The successful applicant will ideally be:

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- Confident speaking with people over the phone
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- Professional and personable
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- Highly organised
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- Comfortable working in a fast-paced environment
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- Motivated by goals and performance
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- Persistent and comfortable following up clients
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- Able to communicate clearly and build rapport quickly
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- Willing to learn and take feedback
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- Reliable and accountableComfortable using computers, CRMs and online systems
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- Interested in finance, cars, business or lending
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Previous experience in sales, banking, finance, automotive, customer service, real estate or a similar client-facing setting would be highly regarded, but is not essential.

What We Offer n

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- Full training in finance broking and lending
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- Direct mentoring from an experienced Finance Broker
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- Exposure to a broad panel of lenders and finance products
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- A clear pathway from trainee to Finance Broker
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- Opportunity to build your own client portfolio
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- Support with industry accreditation and professional development
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- A growing local business where your performance can directly influence your career progression
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- Exposure to vehicle finance, equipment finance, personal lending and business lending
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- Long-term career opportunities as Savvy Henley Beach continues to expand
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About You n

This role will suit someone who wants more than simply a job.

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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.

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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.

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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