Mortgage Broker – SMSF Specialist
Core
Mortgage Broker specializing in Self-Managed Super Fund (SMSF) lending, providing expert advice on loan structuring, compliance, and market trends to clients.
Role type
Specialist Mortgage Broker (SMSF)
Builds
Customized SMSF loan structures and financial solutions for clients
Domain
Financial Services / Superannuation / Lending
Deliverable
client delivery
Required skills
SMSF lending expertise, loan structuring, regulatory compliance knowledge, client relationship management, market analysis, needs assessment
Preferred skills
Relevant industry certifications, licenses
Responsibilities
Maintain and enhance relationships with existing client base, identify and pursue new opportunities within the client database, provide expert advice on SMSF lending including structuring and compliance, conduct needs assessments and recommend mortgage products, stay updated on market conditions and regulatory changes, collaborate with financial advisors and support team
