Finance Broker

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

    To become a Finance Broker

    Skills employers are looking for

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