Finance Specialist

GWG Recruitment; North Sydney Council; On-site; AUD 153,000 - 187,000; Full time

Benefits offered by this job

Structured career pathways

Hybrid work options

Wellbeing initiatives

Community engagement opportunities

Job summary

An accounting and financial services firm seeks a Finance Specialist in North Sydney. The role emphasizes building relationships and offering tailored finance advice to clients, particularly within medical and professional sectors. Candidates should have proven experience in lending and strong communication skills. The position offers structured career growth, hybrid work options, and a commitment to community impact. If you want to lead finance discussions and make a meaningful difference, apply or contact our recruitment consultant for a confidential discussion.

Qualifications

• Experience in residential, commercial, and specialised lending.
• Ability to build long-term client relationships.
• A professional presence with a relationship-first approach.

Responsibilities

• Provide tailored finance advice to clients.
• Lead finance conversations and identify value opportunities.
• Collaborate with stakeholders including accountants and lenders.
• Represent the business at industry events.
• Support and mentor junior team members.

Skills

Proven experience as a mortgage broker

Strong credit structuring knowledge

Excellent communication skills

Client relationship management

Education

Certificate IV in Finance and Mortgage Broking

Job description

Modern, well-connected office in North Sydney

Join a respected national firm with serious career credibility

Salary depended on experience- Up to $170K + Super

Cutcher & Neale is a nationally recognised accounting and financial services firm with an outstanding reputation across the medical, professional, and commercial sectors.

With a growing client base in Sydney, Cutcher & Neale are on the hunt for an experienced Finance Specialist to join their North Sydney office. This role offers the opportunity to take ownership of client finance journeys across residential, commercial, and specialised lending - particularly within the medical space.

This is more than a processing role. It’s about building long-term relationships, helping client’s structure smart solutions, and becoming a trusted partner in their financial decisions.

What You’ll Be Doing

• Providing tailored finance advice to professionals, business owners, and medical clients
• Leading finance conversations and identifying opportunities to add value
• Collaborating with internal and external stakeholders including accountants, solicitors, agents, and lenders
• Representing the business at industry events, panels, and networking functions
• Supporting and mentoring junior team members in a collaborative team environment

What You’ll Bring

• Proven experience as a mortgage broker, commercial banker, or credit/lending specialist
• Strong credit structuring knowledge, including complex and high-value lending
• Certificate IV in Finance and Mortgage Broking (or currently completing)
• Experience working with medical or professional services clients is highly regarded
• Professional presence, excellent communication skills, and a relationship-first approach

Why Join Cutcher & Neale?

Cutcher & Neale are go-getters and go-givers- ambitious, collaborative, and committed to client success and team wellbeing.

• Career Growth: Structured pathways, leadership development, and study support
• Meaningful Work: Help clients reach life-changing milestones - from buying a home to expanding a medical practice
• Flexibility & Balance: Hybrid work options, purchased leave, and wellbeing initiatives
• Supportive Culture: Work in a values-led, inclusive environment where your contribution is recognised
• Community Impact: Get involved in pro bono, fundraising, and volunteer opportunities that give back

If you're ready to step out of a purely transactional lending environment and into a role where you can build meaningful relationships and shape outcomes - we’d love to hear from you.

Apply now or contact Jaimie Nolan, Senior Consultant at GWG Recruitment for a confidential discussion. [e-mail]

As an equal opportunity employer, we are committed to building inclusive and respectful workplaces, strengthened by diversity and encourage applications from First Nations Peoples, all genders, those from culturally diverse backgrounds, LGBTIQA+ community and people with disability, of all ages and backgrounds. We strive to provide a barrier free and equitable recruitment experience. If you do require an adjustment during the recruitment process, please contact your consultant via the phone number or email above.