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 2020, 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 new 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 rapid-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.

📌 Finance Broker (Adelaide)
🏢 Savvy
📍 Adelaide