Finance Broker

BlueRock; City of Melbourne; On-site; AUD 70,000 - 90,000; Full time

Job summary

A leading financial services firm in Melbourne is looking for a proactive finance professional to join their team. The role involves managing client portfolios, overseeing residential and commercial lending processes, and collaborating with internal teams to develop relationships. Ideal candidates will have at least 2 years in a similar broker role and a Certificate IV in Mortgage Broking. This opportunity offers a flexible, empowering workplace with plenty of growth potential.

Benefits

Work-life integration

BlueRock public holidays

Free weekly lunches

Social events

24/7 wellbeing support

Mentoring and coaching

Opportunities for growth

Inclusive workplace culture

Qualifications

• Have at least 2 years experience in a similar Broker role.
• Prior Business Banking experience is beneficial.
• Passionate about property, people, and finance.
• Thrive in a fast-paced environment.

Responsibilities

• Maintain and grow a client portfolio.
• Manage the lending application process from enquiry to settlement.
• Maintain organization through CRM platforms.
• Present lending strategies to clients.
• Nurture a network of internal and external contacts.
• Understand relevant Regulatory and Compliance legislation.

Skills

Sales Experience

B2B Sales

Business Management

Negotiation

Education

Certificate IV in Mortgage Broking

Job description

Description

Do things you with people you care about and good things happen.

Were an entrepreneurial multi-disciplinary firm that is changing the way people and clients view professional services. BlueRock was created to be different to other firms a disruptor by nature. From day one that has been a central element that has attracted both clients and people to it. That difference together with the entrepreneurial drive provided by its founder Peter Lalor has enabled BlueRock to grow incredibly quickly. With services across Accounting Law Finance Wealth General Insurance and Marketing we provide a seamless experience to clients as they grow their business and invest in their future.

Not only that we put our people first in 2025 our BlueRockers said

• 82% of our people are proud to work for BlueRock
• 88% feel they can arrange time out from work when needed
• 93% feel their leader genuinely cares about their wellbeing and 84% feel someone in management has shown a genuine interest in my career aspirations
• 90% feel they are part of a team and that theres two-way open and honest communication

Join our growing Finance team and work alongside other awesome and commercial professionals. This permanent full-time opportunity is perfect for someone looking for a flexible fun and empowering workplace to expand their skills and grow their own portfolio.

BlueRock Finance is looking for someone who prides themselves on building and maintaining relationships cemented by sound and proactive advice on all things finance.

What youll be doing

• Maintain develop and grow an existing client portfolio with recurring business and referrals from happy clients being the end goal.
• Manage both the residential and commercial lending application process from enquiry through to settlement.
• Maintaining organization through different online CRM platforms such as MyCrm to monitor client interactions inquiries and application progress.
• Presenting lending strategies and other tailored advice to clients.
• Nurture and grow a network of both internal and external contacts including collaborating with Directors / Leaders from other BlueRock divisions to develop relationships and further cement your referral base.
• Understand and operate within relevant Regulatory and Compliance legislation working through any compliance issues

A bout BlueRock Finance

BlueRock Finance is a team of enthusiastic finance experts who really know their stuff. Always hungry and thinking ahead we help our wonderful clients make the most of every opportunity while helping them achieve their business and personal goals.

Whether its a first home or a commercial lease our close-knit and friendly teamwork together diligently to make it happen!

Requirements

We want to hear from people who :

• Have a Certificate IV in Mortgage Broking.
• Have a minimum of 2 years experience in a similar Broker role.
• Prior Business Banking experience is beneficial.
• Feel passionate about property people and finance.
• Embrace change and thrive in a fast-paced environment.

Benefits

Our people love to work for us heres why!

• We believe in work-life integration this approach allows our people to find the balance that works best for them accommodating their individual needs and day-to-day flexibility whilst also recognising the value of connecting in our amazing office.
• We have our very own BlueRock public holidays to give our people the day off on us!
• Free weekly lunches awesome social events (including a social club winery tours to museum tours) and an amazing headquarters in the CBD.
• Access to 24 / 7 wellbeing medical and safety support through our partner Sonder.
• Receive mentoring and coaching from industry leaders.
• We are known for creating plenty of opportunities for growth and promotion.
• An inclusive and diverse workplace culture centred on meaningful work wellbeing and fun.

For more amazing perks of working at BlueRock and employee benefits head to our careers page! Or check us out on our socials and TikTok @BeBlueRock

How to apply :

If this sounds like you then please click on the Apply button and follow the prompts. If you think you have what it takes but dont necessarily meet every single point on the job description please still apply. Wed love to see if you could be a great fit and we cant wait to meet you!

For any questions regarding this opportunity or if you require adjustments to participate in the recruitment process please reach out to John OHare at or Lee Kelly at

Please be advised that BlueRock or any of its related or controlled entities do not accept unsolicited contact or resumes from Recruitment Agencies.

Even in 2024 it needs to be said BlueRock is a workplace committed to equal employment opportunities regardless of age citizenship colour disability gender and gender identity marital status nationality race sexual orientation or veteran status.

Key Skills

Sales Experience,B2B Sales,Business Management,Pricing,Securities Law,Service-Oriented Architecture,Inside Sales,Market Research,Outside Sales,Telemarketing,WebSphere,negotiation

Employment Type : Full-Time

Department / Functional Area : Finance

Experience : years

Vacancy : 1