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Pure Finance

At Pure Finance, we are a Sydney-based mortgage and loan advisory, but we like to do things a little differently. We are a certified B Corp and believe that a financial services company can (and should) exist to benefit its clients, community, and the planet. We embrace flexibility and diversity, plus we love to hire from outside the finance industry and you can read a little about our team here.

No suit, no worries. But enough about us, let’s talk about you…

IN THIS ROLE, YOU WILL:

  • Help people to navigate and achieve their financial goals such as buying a property, starting a business, or buying a car. This includes supporting a client from initial enquiry stage all the way through to the day they achieve the purchase
  • Analyse client’s financial information in order to understand their goals and needs, and provide tailored financial proposals (don’t worry, we’ll teach you everything!)
  • Prepare easy to understand, jargon-free finance solutions for our clients to help them make informed financial decisions
  • Help clients over the phone or via email with their queries
  • Assist existing clients with reviews, maintenance, and adjustments to their loan facilities
  • Contribute to the team internally by way of sharing ideas and suggestions on how we can continually improve our service and processes

THE IDEAL CANDIDATE WILL IDEALLY:

  • Be based in Sydney
  • Be prepared to study a Certificate in Finance and Mortgage Broking (at work, we’ll cover this)
  • Have very strong written and verbal communication skills, (including the ability to distil and clearly explain concepts in a jargon-heavy industry)
  • Be able to attend our office in Surry Hills for the duration of the 6-month probationary period, with opportunity for more flexible working arrangements available after this period
  • Be comfortable completing a range of basic calculations (calculator provided!)
  • Be a whiz with the details and incredibly organised at managing multiple priorities
  • Be discerning and able to keep client information confidential
  • Be energetic and willing to try their hand at anything
  • Be passionate about equality, justice and making finance a force for good
  • Have some innovative ideas about how we can make Pure Finance even better
  • Be able to problem solve efficiently and willing to lend a hand wherever needed
  • Be happy to help out wherever needed, and not just look after their ‘patch’

IT WOULD BE A BONUS IF YOU:

  • Have experience volunteering or contributing to community projects
  • Have experience in customer service and community management
  • Have experience using CRMs and maintaining client records

PERKS

This is a full-time (38 hours per week) role.

At Pure Finance, we work hard but we also like to enjoy the finer things in life. That’s why we are happy to offer you, our newest team member, a few perks that make it easier to show up and do your best work, including:

  • An additional week of paid leave on top of your 10 sick days, 10 personal/carers leave days, and 4 weeks of vacation leave
  • 50 hours a year (paid) to volunteer with causes you care about
  • 12% superannuation
  • Free personal financial advisory services from our friends at Fox & Hare Wealth to enhance financial literacy
  • Opportunities to grow and develop in your role with scope to take on additional responsibilities and projects into the future. Our small company is growing fast, and we are looking for someone who wants to grow with us!

The world is facing big challenges, and our industry needs to be on the forefront of change. That change starts with us. That change starts with you.

How to apply

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