Job Description
Join Heart Financial as a Finance Advisor!
Are you a fun loving, passionate and dynamic finance advisor with over 3 years of experience? If so, Heart Financial wants you on our team!
At Heart Financial, we are dedicated to navigating our clients' mortgage journey with transparency and unwavering support. We pride ourselves on our ethical approach, putting our clients' best financial interests at heart. We have fun!
What We Offer:
- Salaried Position with uncapped bonus: Enjoy a competitive salary commensurate with experience and the opportunity to earn bonuses based on performance.
- Growth-Oriented Team: Join a team committed to growth with scalable systems and processes to support your success.
- Support System: Work with a dedicated team of credit analysts, loan processors, settlements managers and pricing experts who have your back every step of the way.
- Hybrid Working Model: Enjoy the flexibility of a hybrid working environment, empowering you to achieve a better work-life balance.
- Birthday and Wellbeing days: Your birthday is yours to spend with your family and friends with wellbeing days as needed to focus on your mental health.
- Experienced Leadership: Collaborate with Jo Attard, an experienced finance entrepreneur with over 20 years of expertise and gain invaluable insights.
- Business Systems: Access advanced business systems that provide visibility and business analysis on growth and retention for you and your clients.
- Values You Can Trust: We stand for trust, integrity, support, and guidance.
- Empathetic and Personal Environment: Our culture is built on being empathetic, personal, and human in every interaction.
What We Expect:
- Experience: Minimum of 3 years in a finance advisor/mortgage broker role.
- Team Player: Strong ability to work collaboratively with colleagues and stakeholders.
- Dedication: A proactive, hardworking attitude with a client-focused approach.
- Drive for Success: A dynamic personality motivated by success and growth.
- Lead Generation: Ability to generate your own business leads, in addition to leads provided by the company
Why Heart Financial?
- Empowering Workplace: We believe in empowering our team to achieve their best.
- Client-Focused: We always prioritize our clients' needs, ensuring they receive the best possible financial advice and solutions.
- Transparent Processes: Clear, straightforward processes designed to make your work efficient and effective.
Ready to take the next step in your career with a company that values integrity and client success?
Apply now and join Heart Financial where we always have your best financial interests at heart.
Heart Financial is more than just finance. In a world often dominated by numbers and transactions, we recognise the significance of inclusive human connection. We are using this opportunity to redefine what it means to be a financial institution. It's an unwavering commitment to putting our people, our clients & paying it forward at the heart of everything we do. It reflects our dedication to fostering trust, integrity and empathy in all our interactions. And we understand that behind every financial decision lies a story - a story of dreams, aspirations and sometimes challenges. It is with this understanding that we strive in our work every single day.