Property Finance Advisor - Devonport
Ready to build meaningful client relationships and make a genuine difference at every stage of the property journey?
The Opportunity
Vie Finance & Insurance is looking for a motivated and relationship-driven Property Finance Advisor based at our Devonport office.
In this role, you will work closely with clients to understand their circumstances, goals and future plans - then guide them through the lending process with clarity, confidence and care.
From the first conversation through to approval and settlement, you will simplify complex lending decisions, identify suitable finance options and professionally manage each stage of the client journey.
This is more than writing home loans. It is an opportunity to become a trusted advisor, build long-term relationships and help clients achieve some of life’s biggest milestones.
The Role
As a Property Finance Advisor, you will play an important role in supporting the continued growth of the Devonport office while delivering an exceptional experience for every client.
Working closely with the Franchise Principal and broader team, you will manage property finance enquiries, conduct client appointments, develop lending strategies and coordinate applications through to settlement.
You will combine strong lending knowledge with a natural ability to connect with people - taking the time to understand what matters to each client and providing guidance that aligns with their individual circumstances and longer-term goals.
Whether you are helping someone purchase their first home, refinance an existing loan, invest in property or take their next step, you will make the process feel clear, considered and genuinely personal.
Key Responsibilities
- Meeting with prospective and existing clients to understand their financial position, property goals and lending requirements.
- Assessing client circumstances and developing tailored property finance strategies.
- Researching and presenting suitable lending options in a clear and easy-to-understand way.
- Preparing, submitting and managing finance applications.
- Gathering, reviewing and verifying supporting financial documentation.
- Liaising with clients, lenders, credit teams, conveyancers, solicitors and other relevant parties.
- Negotiating competitive lending terms and outcomes on behalf of clients.
- Proactively managing applications from initial enquiry through to approval and settlement.
- Maintaining regular communication so clients remain informed and supported throughout the process.
- Ensuring client files, supporting information and application records are complete and accurate.
- Meeting all regulatory, compliance and responsible-lending requirements.
- Building strong referral, professional and community relationships.
- Identifying opportunities to support existing clients as their circumstances and goals evolve.
- Contributing to business development, client retention and the continued growth of the Vie network.
- Seeking client feedback and helping identify ways to continually improve the Vie experience.
Qualifications & Experience
We are looking for someone who combines lending capability with genuine warmth, initiative and a commitment to achieving great client outcomes.
You will ideally bring:
- A Diploma in Finance and Mortgage Broking Management.
- Previous experience in mortgage broking, property finance, lending or banking, with at least two years’ experience highly regarded.
- A sound understanding of lending products, lender policies and the property finance process.
- Strong communication and interpersonal skills.
- The confidence to lead client conversations and explain complex information simply.
- A natural ability to build rapport and develop trusted, long-term relationships.
- Strong organisation, prioritisation and time-management skills.
- Exceptional attention to detail and a commitment to accurate documentation.
- The ability to manage multiple applications, deadlines and client priorities.
- A proactive and commercially minded approach.
- Confidence building professional networks and community connections.
- The ability to work independently while contributing to a collaborative team.
- Competency across Microsoft 365, including Outlook, Word and Excel.
- Discretion and the ability to manage confidential client information appropriately.
- A willingness to continue developing your technical lending knowledge and advisory skills.
Application Process
To apply, please send your cover letter and resume via the link below.
Please call 1300 400 843 and ask for Gene Medwin for more information.