In-Demand Financial advisor Jobs in Blair Athol, Sa

Finance Advisor
Buyers Choice —Blair Athol SA
- $80,000 - $100,000 a year
- Full-time
- CRM software
- Microsoft Office
- Finance
Quick Apply
5d
Accountant
Eudunda Farmers Limited —Kent Town SA
- $80,000 - $85,000 a year
- Full-time
- Microsoft Excel
- Management
- Finance
Quick Apply
7d
Quality Assurance Advisor
ASC Pty Ltd —Osborne SA
- Full-time
- Management
- Analysis skills
- Manufacturing
- Parental leave
Personal Banking Advisor - Glenelg
Westpac —Glenelg SA
- Part-time
- Sales
- Communication skills
- Time management
6d
People and Culture Advisor
ASC Pty Ltd —Osborne SA
- Full-time
- No degree
- Communication skills
- Parental leave
Customer Service Advisor - Elizabeth
BankSA —Elizabeth SA
- Part-time
- Communication skills
- Time management
8d
Senior Supplier Quality Assurance Advisor
ASC Pty Ltd —Osborne SA
- Full-time
- Construction experience
- Manufacturing
- Parental leave
16h
Compartment Completion Coordinator
BAE Systems —Osborne SA
- Microsoft Office
- Communication skills
14d
Personal Banking Advisor
BankSA —Greater Adelaide SA
- Part-time
- Sales
- Customer service
Customer Service Advisor
BankSA —Newton SA
- Part-time
- Communication skills
- Time management
7d
Commercial Advisor
ASC Pty Ltd —Osborne SA
- Full-time
- Microsoft Office
- Administrative experience
- Analysis skills
- Parental leave
Family Office Associate (Investments)
William Buck SA —Greater Adelaide SA
- Full-time
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
Quick Apply
Executive, Sales and Investments
JLL —Greater Adelaide SA
- CRM software
- Microsoft Excel
- Salesforce
Mentoring Advisor
ASC Pty Ltd —Osborne SA
- Full-time
- SharePoint
- Communication skills
- Parental leave
Customer Advisor - Edwardstown
NAB —Greater Adelaide SA
- Full-time
- Parental leave
Finance Business Partner - SA & NT
GHD —Greater Adelaide SA
- Microsoft Excel
- Microsoft Office
- Bachelor's degree
Tax & Financial Accountant
SILK Laser Clinics —Greater Adelaide SA
- Full-time
- Microsoft Excel
- Analysis skills
- Bachelor's degree
Quick Apply
Customer Advisor - Adelaide South
NAB —Greater Adelaide SA
- Full-time
- Parental leave
Deals | Management Consultant
PWC Australia —Adelaide SA
- $89,000 a year
- Writing skills
- Communication skills
- Annual leave
Deals Accountant
PWC Australia —Adelaide SA
- $89,000 a year
- Microsoft Excel
- Finance
- Master's degree
- Annual leave

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Finance Advisor

Buyers Choice -
Blair Athol SA

Quick Apply

Job Details

Full-time
$80,000 - $100,000 a year
5 days ago

Qualifications

CRM software
Certificate IV
Microsoft Office
Finance
Bachelor's degree
Data entry
Hindi
Business
Punjabi
Communication skills

Full Job Description

We are a well-known broking business in South Australia. Our clients are from all parts of Australia, working closely for a seamless finance journey.

Our aim is to provide best financial services to the customers, providing and helping customers to meet their financial objectives and goals.

Our services include;

· Home Loans

· Car Loans

· Personal Loans

· Asset Finance

· Business & Commercial Loans

We are looking for highly motivated and passionate people to join our team. You will thrive in this exciting role with a national leading broker. We strive on a very high client focus and exceptional customer service to all our clients.

Key Responsibilities

· Monitoring lending products and market trends, and researching and developing appropriate loan strategies with team members.

· Interviewing clients to explain mortgage policies, fees, requirements and risks associated with finance; understanding customers’ needs to help them achieve their financial goals.

· Analysing clients’ financial requirements, checking client’s borrowing capacity and initial credit assessments to recommend combination of loans available in the market, advising and developing different finance options and products available to meet clients’ goals & objectives

· Completing fact finds and collecting relevant supporting documents, checking and validating loan documents including home loans, car loans, personal loans and asset/ equipment finance, conducting regular compliance checks on all files and ensuring accurate and compliant submission.

· Recognizing and advising significant risks associated with mortgages.

· Managing the loan application process from interviewing clients through to loan settlement, completing and lodging applications through Podium & Apply Online

· Providing advice on complex financial requirements including residential, commercial, business and equipment finance, preparing and ordering property valuations and land title searches

· Liaising with banks, accountants, conveyancers/ solicitors, real estate agents and dealers to ensure smooth lending experience and settlements are met on time.

· Keeping up to date with the different loan policies, procedures, products and features offered by the banks to ensure all the applications are up-to-date and in-line for credit assessment.

· Providing follow-up service to ensure customers keep up to date with the loan process and requirement.

Requirements

· Minimum 1 year experience of mortgage finance broking industry

· Certificate IV in finance and mortgage broking

· Strong written and verbal communication skills in English, competency in Urdu, Hindi and Punjabi will be highly regarded due to the diverse linguistic background of our client base.

· Experience with My CRM and Apply Online would be highly regarded

· Strong Microsoft Office & data entry skills

· Experience in mortgage broking, loan processing and/or credit assessment.

· Bachelor in business or related field would be highly regarded

· Ability to work well both independently and within a team environment

About you:

· Highly motivated, passion to help clients achieve their financial goals and building relationships

· Strong understanding of mortgage lending credit policies, processes and products

· Sound knowledge of the National Consumer Credit Act (NCCP)

· Good communication and problem-solving skills

· Strong attention to detail with positive ‘Can Do’ attitude

· Desire to grow with in our business

· Good communication skills

Pay: $80,000.00 – $100,000.00 per year

Work Location: In person

Quick Apply

Refine Your Search

financial advisor jobs in blair athol, sa

Finance Advisor

Accountant

Quality Assurance Advisor

Personal Banking Advisor - Glenelg

People and Culture Advisor

Customer Service Advisor - Elizabeth

Senior Supplier Quality Assurance Advisor

Compartment Completion Coordinator

Personal Banking Advisor

Customer Service Advisor

Commercial Advisor

Family Office Associate (Investments)

Executive, Sales and Investments

Mentoring Advisor

Customer Advisor - Edwardstown

Finance Business Partner - SA & NT

Tax & Financial Accountant

Customer Advisor - Adelaide South

Deals | Management Consultant

Deals Accountant

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