Finance Broker

Finance Brokers operate as independent agents in the course of financial negotiations and arrange loans of money on behalf of clients.

Overview

Finance Brokers operate as independent agents in the course of financial negotiations and arrange loans of money on behalf of clients.

Day-to-day

  • determines the specific financial and insurance requirements of clients, and researches and reviews available finance and insurance products for suitability to meet clients' requirements
  • analyses clients' financial status, discusses financial options and develops financial strategies
  • recommends loan combinations that meet clients' needs.

Considerations

  • stressful.

Occupation snapshot
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To become a Finance Broker

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