Adviser Support
5 days ago
At EMI, we're dedicated to providing comprehensive, tailored financial solutions that empower our clients to achieve their goals. With a reputation for excellence and a client-first approach, we're proud to be industry leaders in financial advice and lending services.
We're now seeking an experienced Adviser Support – Home Loans and Risk Insurance to join our growing team.
About the RoleAs the Adviser Support, you'll be the key support person to our advisor, helping clients navigate the home loan process from start to finish. This is a hands-on, dynamic role for someone who thrives in a detail-oriented, fast-paced environment and is passionate about delivering exceptional client outcomes.
What We're Looking ForTo succeed in this position, you'll need to be methodical, organised, and analytical, with strong financial acumen and great communication skills. You'll be motivated by helping clients achieve their financial goals and take pride in the accuracy and quality of your work.
Key Requirements:
- Solid background in sales and a genuine passion for lending
- High level of attention to detail and accuracy
- Excellent verbal and written communication skills
- Ability to interpret and assess financial documents
- Minimum 1 year of experience in banking (preferably lending) or risk insurance
- Level 5 Financial Services Certificate (preferred)
- Support the Broker in daily loan and insurance activities
- Pre-screen and qualify new customer enquiries
- Verify and assess client documentation for eligibility
- Assist with managing adviser pipelines and deal flow
- Prepare, package, and submit mortgage applications in line with lender policies
- Liaise with clients and stakeholders from application through to settlement
- Maintain accurate client records in the CRM
- Supportive environment: Access to the tools, training, and motivation you need to succeed
- Full administrative support: Focus on clients while we handle the details
- Collaborative culture: Enjoy monthly social events and a team that values each member
- Professional growth: Benefit from continuous learning and career development opportunities
If you're ready to take the next step in your career and join a passionate, client-focused team, we'd love to hear from you.
Submit your resume outlining your lending or insurance experience to register your interest in this exciting opportunity.
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