Finance Strategist

Infinity Group Coaching; Sydney; On-site; AUD 250,000 - 380,000; Full time

Benefits offered by this job

Dedicated Broker Support

Masterclass events

Real Estate Mastery events

Job summary

Infinity Group Coaching in Norwest, NSW, seeks an experienced Finance Strategist (Mortgage Broker) to join our high-demand team. You will assess borrowing capacity, develop lending/ investment strategies, and deliver outcomes across owner-occupied, investment and construction loans.

Expect significant client flow and no self-generation. This is not a transactional role; you will work with ready-to-go clients, supported by a Broker Support team and connected to Masterclass and Real Estate Mastery

Qualifications

• Minimum three years' experience in the Australian mortgage broking or lending industry.
• Diploma in Finance and Mortgage Broking Management with MFAA or FBAA membership and ASIC authorised credit representative status.
• Experience operating as a mortgage broker in a high-volume environment with strong client service and compliance.

Responsibilities

• Guide allocated clients through the finance journey from strategy to settlement and beyond.
• Complete borrowing capacity assessments and develop tailored lending strategies.
• Write lending strategies to support debt reduction, wealth creation and long-term goals.
• Structure owner-occupied, residential investment and construction loans.
• Manage high-volume pipeline and keep clients informed throughout the process.
• Maintain accurate CRM records and compliant file notes.
• Collaborate with lenders, BDMs and internal teams to achieve strong client outcomes.
• Identify risks or delays early and take ownership of resolution.
• Connect clients with Infinity’s broader services where appropriate.
• Attend Masterclass and Real Estate Mastery events; occasional weekend work as required.

Skills

Mortgage broking experience

High-volume environment

Client service

Compliance attention to detail

Borrowing capacity assessment

Education

Diploma of Finance and Mortgage Broking Management

MFAA or FBAA membership

ASIC authorised credit representative status

Lender accreditations

Tools

CRM software

Job description

Norwest, NSW | Full-time | Competitive base salary + uncapped commissions (Annual OTE $300k+ within 2 years)

Most mortgage brokers spend years trying to build a client base. Ours inherit one.

We seldom recruit externally for this role. We believe in growing our people from within, but with client demand continuing to build, we are opening the door for the first time since 2024 and looking for five experienced Finance Strategists (Mortgage Brokers) to join our team.

Our Finance Strategist Team in Numbers

• $4 billion - Value of lodgements in FY25
• $6 billion - Target lodgements for FY26
• $20 million - Average monthly lodgements per Finance Strategist
• $63 million - Record individual monthly lodgement achieved by one team member
• 19 - Finance Strategists currently in the team
• 10 - Finance Strategists recognised as Australian 5 Star Brokers in 2026
• 30+ - Average number of new clients allocated to each Finance Strategist every month
• 2024 - The last time we opened the doors to external applicants for this role
• 5 - Finance Strategists we are hiring right now
• And finally, 0 - The number of clients you will be required to self-generate

This Is Not a Lifestyle Broker Role

You will not spend your week chasing referrals, attending networking events or wondering where your next client is coming from. Our clients are already engaged, our pipeline already exists and demand exceeds our current capacity.

Instead, you will focus on what you do best: assessing borrowing capacity, developing lending/ investment strategies and delivering strong client outcomes across owner-occupied home loans, residential investment property loans and construction loans.

The volume is high. The expectations are high. At times, the hours will be big. The pipeline will not leave much room to twiddle your thumbs, and this is not the role for a bare-minimum operator looking to coast.

It is a role for an ambitious, technically strong broker who enjoys being busy, takes ownership and wants access to the client flow, support and lending volumes that most brokers will ever achieve.

Earnings are uncapped and the opportunity is significant. For the right person, there is a genuine opportunity to earn more here than in a traditional mortgage broking environment.

About the Role

Forget the traditional broking model. At Infinity, finance is part of a broader client journey combining education, coaching, finance and property strategy to help Australians take control of their money, reduce debt and build wealth.

This is not a transactional broking role. Our Finance Strategists are expected to understand the client’s broader financial position and develop strategies that support debt reduction, wealth creation and long-term financial outcomes.

You will work with ready-to-go clients who are serious about changing their financial future. You will help them understand their borrowing position, structure lending around their goals and move confidently from strategy to action across owner-occupied, residential investment and construction lending.

You will be supported by your own dedicated Broker Support and work closely with the Property and Client Success teams, you will deliver a seamless experience from strategy through to approval, settlement and beyond.

You will also represent Infinity at our Masterclass and Real Estate Mastery events. Occasional weekend work is part of the role and gives you the opportunity to connect directly with clients and the wider Infinity team.

Key Responsibilities

• Guide allocated clients through the finance journey from strategy to settlement and beyond
• Complete borrowing capacity assessments and develop tailored lending strategies
• Write lending strategies designed to support debt reduction, wealth creation and clients’ long-term financial goals
• Structure owner-occupied home loans, residential investment property loans and construction loans
• Manage applications and a high-volume pipeline efficiently, keeping clients informed throughout
• Maintain accurate CRM records, documentation, compliant file notes and supporting evidence
• Work closely with lenders, BDMs and internal teams to achieve strong client outcomes
• Identify risks or delays early and take ownership of resolving them
• Identify appropriate opportunities to connect clients with Infinity’s broader services
• Attend Masterclass and Real Estate Mastery events as required
• Weekend work will be required a minimum of once per month (Saturday and Sunday). This is to attend our Masterclass, which is our primary channel for sourcing clients.

Key Selection Criteria

Your application must address the following criteria:

• A minimum of three years' experience within the Australian mortgage broking or lending industry.
• Diploma of Finance and Mortgage Broking Management, together with current MFAA or FBAA membership, ASIC authorised credit representative status and relevant lender accreditations.
• Demonstrated experience operating as a mortgage broker within a high-volume environment while maintaining excellent client service, compliance and attention to detail.
• Strong technical capability across borrowing capacity assessment, lender policy interpretation, loan structuring and credit strategy.
• Proven experience developing lending strategies that support debt reduction, wealth creation and long-term financial outcomes for clients.
• Experience structuring and managing owner-occupied, residential investment and construction lending transactions from initial strategy through to settlement.

Additionally, successful candidates will need to undergo employment background checks including, but not limited to; criminal record check, credit history & 2 x professional reference checks.

About Infinity Group

Founded and led by Graeme Holm, the Money Mentor, Infinity Group exists to help Australians take control of their money, reduce debt, build wealth and create lasting financial freedom.

Today, we support more than 6,500 active clients across Australia through a model combining education, coaching, finance and property strategy. Our clients pay an annual subscription fee in the thousands of dollars, yet we retain more than 90% of them year on year.

Infinity has grown to more than 240 employees nationally across four offices on the Gold Coast and in Sydney, Melbourne and Wollongong. As demand for our services continues to grow, so does our Finance Strategist team.

Why Join Infinity?

This is an opportunity to build a finance career that goes well beyond transactions. You will join a growing business where you can strengthen your technical expertise, learn from an award-winning team and have a genuine impact on clients’ financial futures.

As Infinity grows, you can grow with us, whether that means becoming exceptional at your craft, expanding your knowledge or stepping into future leadership opportunities.