Finance Broker — Client-First Debt & Wealth Strategy (Sydney)

Harrow & Co.; Sydney; On-site; AUD 90,000 - 130,000; Full time

Job summary

Harrow & Co. is seeking a Finance Broker for an on-site, full-time role in Sydney, NSW.

You will advise clients on borrowing options across residential, commercial, and personal finance, prepare loan applications, and work with lenders and insurers to secure timely approvals and settlements. You will educate clients about debt strategies, explain complex financial concepts in accessible language, and build long-term relationships to support clients' financial goals.

Qualifications

• Strong foundation in Finance and Financial Services, with the ability to interpret lending products and financial structures.
• Experience in Financial Planning, including assessing client needs, risk profiles, and long-term financial goals.
• Knowledge of Commercial Finance, including business lending, asset finance, and related commercial products.
• Understanding of Insurance products relevant to lending and wealth protection, and ability to explain options to clients.
• Relevant qualifications such as a Certificate IV in Finance and Mortgage Broking (or equivalent), and any applicable Australian industry accreditations.
• Excellent interpersonal, communication, and negotiation skills, with a client-first mindset and high ethical standards.
• Strong analytical and problem-solving abilities, attention to detail, and proficiency with financial software and CRM systems.
• Prior experience in brokerage, banking, or financial advisory is highly beneficial.

Responsibilities

• Advise clients on borrowing options and assess their financial situations.
• Prepare and submit loan applications and liaise with lenders and insurers.
• Educate clients about debt strategies and explain complex financial concepts in accessible language.
• Maintain strong ongoing relationships to support clients' long-term financial goals.
• Collaborate with internal teams and uphold compliance standards.
• Contribute to a client-centric, ethical advisory culture.

Skills

Interpersonal skills

Communication

Negotiation

Analytical thinking

Problem solving

Attention to detail

Client-first mindset

CRM systems proficiency

Education

Certificate IV in Finance and Mortgage Broking

Australian industry accreditations

Tools

Financial software

CRM systems

Job description

Harrow & Co. is seeking a Finance Broker for an on-site, full-time role in Sydney, NSW.

You will advise clients on borrowing options across residential, commercial, and personal finance, prepare loan applications, and work with lenders and insurers to secure timely approvals and settlements. You will educate clients about debt strategies, explain complex financial concepts in accessible language, and build long-term relationships to support clients' financial goals.