Finance Strategist: Inherited Clients, Uncapped Earnings

Infinity Group; Gold Coast City; On-site; AUD 450,000 - 550,000; Full time

Job summary

Infinity Group on the Gold Coast is seeking five experienced Finance Strategists (Mortgage Brokers) to join a high-volume, client-flow driven team. You will assess borrowing capacity, structure lending, and deliver wealth-building strategies for owner-occupied, investment, and construction loans.

This is not a lifestyle broker role. Earnings are uncapped with a clear path to earn more than traditional broking, supported by dedicated broker resources.

Qualifications

• Minimum three years' experience in Australian mortgage broking or lending.
• Diploma of Finance and Mortgage Broking Management with MFAA or FBAA membership, ASIC authorised credit representative status and lender accreditations.
• Experience operating in a high-volume mortgage broking environment with strong client service and compliance.
• Strong technical capability in borrowing capacity assessment, lender policy interpretation, loan structuring and credit strategy.
• Proven experience developing lending strategies for debt reduction, wealth creation and long-term outcomes.

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 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.
• 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 opportunities to connect clients with Infinity’s broader services.
• Attend Masterclass and Real Estate Mastery events as required.
• Weekend work will be required at least monthly for Masterclass events.

Skills

Mortgage broking experience

High-volume credit applications

Client service & compliance

Lending strategy development

Education

Diploma of Finance and Mortgage Broking Management

MFAA or FBAA membership

ASIC authorised credit representative status

Lender accreditation

Job description

Infinity Group on the Gold Coast is seeking five experienced Finance Strategists (Mortgage Brokers) to join a high-volume, client-flow driven team. You will assess borrowing capacity, structure lending, and deliver wealth-building strategies for owner-occupied, investment, and construction loans.

This is not a lifestyle broker role. Earnings are uncapped with a clear path to earn more than traditional broking, supported by dedicated broker resources.