Asset Finance Broker (Portfolio Takeover) (Sydney)

Asset Finance Broker (Portfolio Takeover) (Sydney)

31 Oct
|
Yakka Financial Pty
|
Sydney

31 Oct

Yakka Financial Pty

Sydney

Senior Asset Finance Broker: take over an established $25m+ a year portfolio
Most brokers who change firms start again from zero.
This one doesn't.
One of our senior brokers is moving on after six great years with Yakka Finance.
He leaves behind one of the strongest asset finance portfolios in the market.
We're looking for an experienced broker to take it over, look after these clients properly and take it further.
You won't be building a pipeline from scratch.
You'll take over a running book from day one.
The portfolio
$118m+ in net amount financed written since January ****
$23m to $27m written every year, with **** tracking at around $28m, its strongest year yet
Around 220 settlements a year, with an average deal size of about $112k
A database of 385+ clients across every state, many of them repeat borrowers in construction, transport, earthmoving, trades and agriculture
About 70% long-standing relationships first built by our Managing Director.
The rest come from referral partners.
Leads keep coming in.
The portfolio gets all of Yakka's online channel leads and comes with one of our top referral partners.
Who we're looking for
Someone who is great at sales and great at credit, which is rare.
You're comfortable on the phone and you really like to build relationships that last.
You also know how to put together a clean deal.
You're highly competent across Full Doc and Low Doc commercial and consumer transactions.
You know where to place debt, how to work through exposure limits and which lender suits which deal.
You can run a high-volume book without hand-holding.
Just as important, you're positive.
You bring good energy to clients, referral partners and the team every day, not only on good days.
You take ownership,



back yourself and want to take your career to the next level.
You'll have a team behind you
A dedicated support person who has looked after this portfolio for the past three years and knows the clients, lenders and processes inside out.
You won't be logging into portals.
A settlements team that takes deals from approval through to settlement
A dedicated Partnerships Manager on the road for you, building referral pipelines with accountants, mortgage brokers and machinery dealers
Our Managing Director, Asset Finance Broker of the Year at the Australian Broking Awards in ****, **** and ****, who you will sit next to and work alongside you through the handover
A Marketing Manager who helps you build your profile in the market (if you want to lean into this)
Day to day
Managing and growing the existing portfolio: asset finance for trucks, vehicles, machinery and equipment, plus business lending (lines of credit, overdrafts and commercial loans)
Structuring and submitting Full Doc and Low Doc applications across our full panel, including CBA, Westpac, NAB, BOQ and Capital Finance, with full accreditations and preferential rates
Keeping long-standing client relationships solid through the handover and converting new leads
Growing referral partnerships alongside your Partnerships Manager
Leading by example as a senior member of a young, high-performing team (great leadership will equal even better long term opportunities)




About you
An established asset finance broker with a proven track record of writing and settling your own volume (commercial)
Strong in Full Doc and Low Doc credit, with deep knowledge of lender policy
Confident in sales and comfortable on the phone, with relationships your number one focus
Positive and coachable, and you work well with the people around you rather than going it alone
Ready to take on more leadership as the business grows
Based in Sydney or willing to relocate.
Knowledge of trucks, heavy machinery or vehicle finance is a plus.
Want to build a personal brand in the industry gets extra bonus points
What we offer
$250k - $350k+ earning potential, uncapped (salary + commission)
A proven long term portfolio and lead flow
A clear path into leadership within the business
A corporate card and expense budget for client entertainment
A new laptop and phone, plus a full home and office setup
A brand-new A-grade office at 60 Castlereagh Street, Sydney CBD, with end-of-trip facilities, gym and showers
Hybrid work, with WFH on Mondays and Fridays once performance metrics are hit
Bank and financier events, client lunches and industry occasions
Yakka Lager, our own beer, free for staff and yours to gift to clients
Office walkthrough: vimeo.com/**********
Start: December · Location: Sydney CBD (hybrid) · Type: full-time, employed
Confidential, and in no rush
We know the right person is probably performing well somewhere else right now, so every enquiry is treated with complete discretion.
The ad runs for 30 days.
We're hiring for the right person, not just to fill the seat, so don't worry if you don't hear back straight away.
#J-*****-Ljbffr

📌 Asset Finance Broker (Portfolio Takeover) (Sydney)
🏢 Yakka Financial Pty
📍 Sydney

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