Associate Financial Planner: Retirement Income Planning
As an Associate Financial Planner, you'll develop retirement income planning expertise, supporting advisors by organizing client data and preparing detailed analyses without sales quotas.
Position : Mortgage Broker VA / Loan Processor
Salary : $1600 AUD / month
Working Hours & Conditions : AU Business Hours
ABOUT THE COMPANY:
The client is an independent, client-focused Australian mortgage brokerage and financial solutions firm based in New South Wales. Guided by a "client for life" philosophy, the company aims to move beyond traditional transactional lending. Instead, they focus on educating, empowering, and providing clarity to clients so they can confidently navigate their property and financial journeys. They pride themselves on delivering an exceptional customer experience, fostering long-term relationships, and making the complex loan process as transparent and straightforward as possible.
OVERVIEW:
We are seeking a highly organised and detail focused Virtual Assistant to support an Australian mortgage broking business supporting the Director/Mortgage Broker. This is a full-time remote position providing end to end loan processing and administrative support across the mortgage application lifecycle.
You will work closely with the broker to prepare, manage, and track home loan applications from submission through to settlement, ensuring files are complete, accurate, and efficiently progressed.
RESPONSIBILITIES:
Loan Processing & File Management
Broker Support & Administration
Requirements
Essential
Highly Desirable
Benefits
As an Associate Financial Planner, you'll develop retirement income planning expertise, supporting advisors by organizing client data and preparing detailed analyses without sales quotas.
The role involves supporting the validation of statistical and mathematical models for credit risk analysis, ensuring adherence to premises and data quality.
This remote role provides hands-on experience in finance and operations, focusing on invoice management, payroll processing, and collaboration with internal teams.
This remote role provides hands-on experience in finance and operations, focusing on invoice management, payroll processing, and supporting financial documentation.
As a Junior Finance & Operations Specialist, you will gain hands-on experience in finance, accounting, payroll, and operations while managing invoices and supporting payroll processes.