About the Opportunity

This role is designed as a training pathway into mortgage broking. You’ll work closely with experienced brokers, learning the industry from the ground up while gaining hands-on experience with real lending scenarios. From day one, you’ll be involved in helping Australians secure their homes and move forward financially.

What You’ll Learn

• The end-to-end mortgage broking process from initial enquiry through to loan settlement
• How to structure lending scenarios and work with different lenders
• Building strong client relationships and guiding people through major financial decisions
• Loan submissions, compliance requirements, and lender policies
• The skills required to grow into a successful mortgage broker

Who This Role Is Perfect For

This opportunity is ideal for someone currently working as a:

• Travel agent
• Customer service professional
• Client relationship manager
• Office professional ready for a career change
• Graduate looking to build a career in finance

Travel agents in particular often thrive in this industry because they already understand client service, trust, and guiding people through important life decisions.

What We’re Looking For

• Strong communication and relationship-building skills
• Highly organised with strong attention to detail
• A proactive attitude and willingness to learn
• A genuine desire to help people achieve their goals
• Someone seeking a long-term career, not just a job

Previous finance experience is not required.

We’ll provide the training, mentoring, and support, you bring the drive and commitment.

Why Join The Finance Nest?

At The Finance Nest, our purpose is to provide lifelong support to our clients and help them manage their finances to achieve financial freedom through every stage of life.

Our vision is to be renowned industry leaders empowering the financial journey of our clients and those they care about.

We live by our values:

• Relatable – building genuine connections with clients
• Collaborative – working together towards shared goals
• Empathetic – putting ourselves in others’ shoes
• Accountable – delivering on promises
• Passionate – loving what we do
• Consistent – showing up the right way every day

You’ll be joining a close-knit team committed to your growth and long-term success.

What You’ll Get

• $55,000 – $65,000 + super starting salary
• Direct mentoring from experienced brokers
• Exposure to a wide range of residential lending scenarios
• A clear career pathway into mortgage broking
• A supportive and collaborative team environment

Ready to Build Your Future?

If you’re a travel agent or client-focused professional who enjoys helping people and wants a stable, rewarding career with genuine growth opportunities, we’d love to hear from you.

Apply today and start your journey with The Finance Nest.

• Learn the end-to-end mortgage broking process from initial enquiry through to loan settlement
• Structure lending scenarios and work with different lenders
• Build strong client relationships and guide people through major financial decisions
• Handle loan submissions, compliance requirements, and lender policies
• Develop the skills required to grow into a successful mortgage broker
• Assist Australians in securing their homes and moving forward financially

• Strong communication skills
• Relationship-building skills
• Highly organised
• Attention to detail
• Proactive attitude
• Willingness to learn
• Genuine desire to help people achieve their goals

• Previous finance experience is not required.
• Ideal for current Travel Agents, Customer Service Professionals, Client Relationship Managers, Office Professionals ready for a career change, or Graduates looking to build a career in finance.