Finance Strategist: Uncapped Earnings & Ready Client Flow

Infinity Group; Sydney; Hybrid; AUD 450,000 - 550,000; Full time

Benefits offered by this job

1 WFH day post probationary period

Job summary

Infinity Group is expanding its Finance Strategist team in NSW, Sydney. You will focus on assessing borrowing capacity, developing lending/investment strategies and delivering strong client outcomes across owner-occupied, residential investment and construction lending.

The role offers an uncapped earnings potential and access to a robust client flow rather than self-generation. Expect a demanding, high-volume environment with weekend events occasional; you will receive dedicated broker support

Qualifications

• Minimum three years in Australian mortgage broking or lending.
• Diploma of Finance and Mortgage Broking Management and MFAA/FBAA membership; ASIC authorised credit representative status.
• Experience 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.
• Experience structuring owner-occupied, residential investment and construction lending.
• Background checks including criminal history, credit history and references.

Responsibilities

• Guide clients through the finance journey from strategy to settlement and beyond.
• Complete borrowing capacity assessments and develop tailored lending strategies.
• Structure owner-occupied, residential investment and construction loans.
• Manage high-volume pipeline and keep clients informed throughout.
• Maintain CRM records, documentation and compliant file notes.
• Collaborate with lenders, BDMs and internal teams to achieve strong outcomes.
• Identify risks or delays early and take ownership of resolving them.
• Attend Masterclass and Real Estate Mastery events when required.

Skills

Mortgage broking experience

Client service

Compliance

Credit strategy

Education

Diploma of Finance and Mortgage Broking Management

MFAA or FBAA membership

ASIC authorised credit representative status

Job description

Infinity Group is expanding its Finance Strategist team in NSW, Sydney. You will focus on assessing borrowing capacity, developing lending/investment strategies and delivering strong client outcomes across owner-occupied, residential investment and construction lending.

The role offers an uncapped earnings potential and access to a robust client flow rather than self-generation. Expect a demanding, high-volume environment with weekend events occasional; you will receive dedicated broker support