Liberty Adviser / Broker

Liberty; New South Wales; Remote; AUD 80,000 - 110,000; Full time

Job summary

Liberty Adviser/Broker role in NSW is a full-time, self-employed position that can be work-from-home or office-based from your own site. You will guide clients through lending options, assess financial needs, and recommend products from an extensive lender panel, ensuring compliance with lending criteria and regulations.

You will manage a pipeline of applications, prepare loan documentation, and pursue timely approvals and settlements, while building strong client and referral partner

Qualifications

• Experience in lending, mortgage broking, or financial advising.
• Solid customer service and relationship management skills.
• Strong analytical and problem-solving abilities.
• Excellent organizational and time-management skills.
• High integrity, professionalism, and compliance with responsible lending.
• Proficiency with digital tools and CRM or loan origination systems.

Responsibilities

• Guide customers through lending options and tailored financial solutions.
• Meet with clients to assess financial needs and goals.
• Recommend products from panel of lenders per criteria and regulatory requirements.
• Manage a pipeline of applications, prepare and submit loan documentation.
• Follow up to ensure timely approvals and settlements.
• Build and maintain relationships with customers and referral partners.

Skills

Lending experience

Customer service

Analytical skills

Organizational skills

Regulatory compliance

CRM / loan origination tools

Education

Certificate IV in Finance & Mortgage Broking

Diploma in Finance & Mortgage Management

Tools

CRM / loan origination systems

Job description

Liberty is a leading, B Corp certified lender that provides flexible, innovative finance solutions to give customers greater choice. With a focus on financial inclusion and responsible lending, Liberty has helped nearly one million people access finance that suits their needs. The company is committed to making a positive impact beyond borrowing, guided by its Financial Inclusion Action Plan and Reconciliation Action Plan. Liberty actively supports the community through sponsorships of Essendon Football Club, Melbourne Renegades, and A-Leagues, championing free thinkers on and off the field. As Liberty continues to set new standards in the finance industry and broader community, it welcomes motivated individuals who are passionate about building a career in finance and helping others.

As the Aggregator Liberty Network Services is looking to hire Liberty Advisers/Brokers in NSW.

Role Description

: The Liberty Adviser/Broker is a full-time, Self Employed role in NSW. This can be a Work from Home Role or Office Based from own site.

You will be responsible for guiding customers through lending options and tailored financial solutions. In this role, the adviser/broker meets with clients, assesses their financial needs and goals, and recommends appropriate products from an extensive panel of lenders in line with lending criteria and regulatory requirements. Daily activities include managing a pipeline of applications, preparing and submitting loan documentation, and following up to ensure timely approvals and settlements.

The role also involves building and maintaining strong relationships with customers and referral partners, providing clear, transparent communication at every stage of the lending process. The adviser/broker is expected to stay informed about the panel's product offerings, market trends, and compliance obligations, while building a successful business, all with the backing of a very well known brand.

Qualifications

Demonstrated experience in lending, mortgage broking, or financial advising, with strong knowledge of consumer and/or commercial lending products.

Solid customer service and relationship management skills, including the ability to listen, understand diverse customer needs, and communicate complex information clearly.

Strong analytical and problem-solving abilities, with competence in assessing financial information, interpreting credit policies, and identifying suitable solutions.

Excellent organizational and time-management skills to handle multiple applications, meet deadlines, and maintain accurate records.

High level of integrity, professionalism, and commitment to responsible lending and regulatory compliance.

Proficiency with digital tools and CRM or loan origination systems, and confidence working in a data-driven environment.

Relevant qualifications

in finance, business, economics, or a related field; industry accreditations or broking certifications are advantageous. A minimum requirement of a Certificate IV in Finance & Mortgage Broking OR a Diploma in Finance & Mortgage Management is required to fulfill this role. Can also be completed prior to commencement.

Ability to work effectively autonomously and contribute to a positive, inclusive workplace culture.

Note: Previous applicants need not apply