SMI Financial Solutions is an established, family-owned business specialising in financial planning and mortgage broking, giving families a single destination for their financial advice needs. With a focus on residential and investment mortgages, we pride ourselves on our deep industry expertise, integrity, and client-centric approach. We work collaboratively with a broad panel of lenders to ensure our clients receive competitive rates and terms that suit their unique circumstances.

As we build our new Northern Beaches office, our established brand and back-office resources will support the growth of a local network and a new client base.

About the role

We're looking for a hunter, not a farmer. This is a full-time salaried role for a Mortgage Broker who wants to get out into the local community, build relationships, and generate their own leads - not wait for them to be handed over. You'll work closely with our Financial Adviser to service clients across both advice and lending needs, giving clients a genuinely joined-up experience.

Based at our Mona Vale office, with hybrid working (1-2 days WFH) available to discuss after probation.

Key responsibilities

- Proactively build local networks and referral relationships to generate new business
- Meet with clients to assess their financial circumstances, borrowing needs and property investment goals
- Research and present tailored lending solutions, meeting Best Interests Duty (BID) and compliance requirements
- Guide clients through the loan application process, ensuring an outstanding customer experience
- Work closely with our Financial Adviser to service clients across advice and lending needs
- Build and maintain relationships with referral partners, keeping them proactively informed throughout the loan process
- Stay up to date with mortgage industry trends, products, policies and regulations





Your skills and experience

- Minimum 2+ years' experience as a Mortgage Broker with a proven track record of client outcomes
- Certificate IV in Finance and Mortgage Broking (minimum requirement)
- Strong understanding of the Australian mortgage and finance market, including loan products and lender policies
- A genuine networker and relationship-builder - someone who thrives on generating their own leads
- Self-motivated and able to work autonomously while collaborating within a supportive team
- Results-driven, with a demonstrated ability to meet and exceed targets
- Excellent communication and interpersonal skills, with the ability to build rapport with clients from diverse backgrounds
- Sound understanding of compliance, privacy and responsible lending obligations

What we offer

- $120,000 + super, plus monthly bonuses tied to performance
- Pathway to equity – the opportunity to work towards equity in the business, subject to performance and agreed KPIs
- Contribute to the culture at a new office – help shape things from the ground up
- Established business, local prospect – join a business with existing systems, resources and support, while helping grow our new Northern Beaches operation
- Professional development – ongoing learning, development and networking opportunities through the broader business
- A team that enjoys working together – regular team and social events, because work should be enjoyable too
- Hybrid flexibility – 1-2 days from home available to discuss after probation
- Dedicated car parking space at the Mona Vale office

Apply now
This is a rare opportunity to build something meaningful on the Northern Beaches - not inherit a book, but create one. If you're a hunter who wants to build local networks, deliver great outcomes for clients, and grow with an established business, we'd love to hear from you.

📌 Mortgage Broker (Mona Vale)
🏢 Recognized
📍 Mona Vale