Senior Mortgage Broker
vor 2 Wochen
Plenitude Wealth | Fully Remote | Full-time | $200,000 OTE
Ready to drive impact and grow wealth for ambitious Australian clients?
At Plenitude Wealth, we're redefining financial success for our clients through holistic strategies that accelerate wealth creation.
Join us in a high-growth environment where you'll connect with clients primed for success, backed by full administrative support and an industry-leading marketing engine generating a steady flow of qualified clients.
About Plenitude Wealth
We're a forward-thinking financial planning firm that integrates mortgage broking, accounting, and buyer's agency services, providing end-to-end financial strategies for ambitious Aussie households.
Our 2024 goal is clear: scale to help 1 million Australians achieve financial empowerment by 2027 .
As a Senior Mortgage Broker, you'll be at the heart of this mission, transforming financial possibilities for our clients.
Why This Role?
Empower clients: Work with driven, highly engaged clients, delivering mortgage solutions that align with their wealth goals.
Unlock career potential: Join a dynamic team and take advantage of growth opportunities as we scale to 1,000+ clients and beyond.
Seamless support: Focus on building client relationships with full admin support and streamlined processes.
High rewards: Achieve KPIs and enjoy substantial bonuses with a performance-linked structure.
What You'll Do
Lead and advise: Guide clients through mortgage options, particularly in SMSF purchases, refinancing, and acquisitions, tailored to their financial plans.
Collaborate strategically: Partner with our in-house advisors to deliver cohesive finance strategies that maximise client borrowing capacity and financial potential.
Build relationships: Proactively engage with a well-established client base, creating a strong pipeline and fostering long-term loyalty.
Drive team growth and excellence: Lead, mentor, and grow a high-performing team, fostering a culture of continuous improvement and collaboration.
Enhance systems and processes: Design, implement, and refine systems that support our growth, streamline workflows, and elevate client experiences.
Stay impactful: Contribute to our mission to elevate financial literacy and accelerate financial success for Australians.
Who We're Looking For
Experience and expertise: Over 10 years in mortgage broking with a track record of revenue growth, SMSF lending expertise, and team leadership.
Strategic and proactive: Results-driven with a knack for creating scalable systems and exceeding KPIs.
Team player: Embodies our core values – Progress Over Perfection, Play to Win, Team First, Stay Curious, and Create an Impact.
Client-focused: Skilled communicator with an honest and clear approach to advising intelligent, time-poor clients.
What We Offer
Career and personal growth: Access to premium coaching (e.g., Taki Moore's Black Belt) to keep expanding your expertise.
Autonomy with support: Freedom to make this role your own, with established support systems to help you excel.
Positive work culture: Join a team that celebrates progress and growth, where your impact truly matters.
Qualifications
Required: Certificate IV in Finance & Mortgage Broking (Diploma preferred), membership with FBAA or MFAA.
Ready to make an impact?
Email your resume to with a tailored cover letter that shares your passion and fit for Plenitude Wealth.
If you stand out, expect a call from our founder to discuss the next steps.
Your application will include the following questions:
Which of the following statements best describes your right to work in Australia?
How many years' experience do you have as a mortgage broker?
Do you have a Certificate IV in Finance & Mortgage Broking?
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